About Database Configuration

The Configuration > Database configuration module lets you maintain a comprehensive customer database by working with tracking options and special setups, such as activity planning for events, and standard traces to help monitor booking and date tracking (cut-off dates, contracts due, etc.) for client activities. This module enables fast and easy input of requirements for setting up, servicing, and automatically tracking and reporting changes to an event.

Database configurable options include:

Field List Maintenance - Create and update merge field lists that can be used when creating mail merge documents. A field list is a selection of fields from the database. The field list is used with your data extraction results to create a merge file.

Special Fields Maintenance - Create a list of values for a specific field by selecting the data source table (Account, Contact, Business Block, Activity, or Event); all the fields associated with this table; and the SQL select statement that programs this field. You can actually user these as merge fields in a Microsoft Word document.

Trace Code Setup - Set up and manage trace codes. Trace codes are pre-defined filters that will trigger activities depending on the behavior of the record. Trace codes are grouped into trace groups that can be chosen separately on the Account, Contact, and Business Header screens.

Trace Code Definition - Configure certain groups of behavior triggers that can automatically trigger activities for the Sales Manager.

Activity Types Setup - Specify task-related as well as generic activity types to keep track of all past appointments and sales calls as well as future communication with contacts, follow up on bookings from initial call to putting in the actual room nights and even re-booking the group for future years.

Activity Priorities - Set up priority levels to be assigned to activities.

Time Units - Define the time units to be available from the Sales and Catering Activity screen.

Snapshot Types - Installed as system inserted data (SID) and are available to be edited at a later stage. These types are connected directly to Snap Shot Definitions.

Snap Shot Setup - Set up the snapshot ID number, description, and snapshot display (Status Change - From Non-Deduct to Deduct" and 'Creating First Reservation [Pick Up]) that should be created for a scenario. You can also determine if you should override an existing snapshot, and select whether or not this trigger should be activated.

Daily Targets Definition - Enter forecast figures to be listed in a daily display.

Process Scheduling - Set up Sales & Catering background processes for the End of Day Sequence when using Sales and Catering as a stand-alone application without an integrated property management system.