Business Block Create Accelerator in SFA

New. Create a new Business Block. This will be a blank screen where you can start from scratch.

Copy. Copy the Business Block and attached information. Once this button has been selected you will be taken to the Copy Booking screen where you have the choice to copy all or some of the original booking for the same or different dates.

Shift Date. Remove the Business Block from the original dates to a new arrival date. However, the same rules apply as the delete restrictions. So if there are any reservations or Posting Masters attached to this Business Block then you will not be able to shift this Business Block.

Room Grid. Go to the Room Grid configuration for the Business Block you have highlighted.

Activities.  Go to the Activities Search screen with the Account Name, Contact Name, Business Block Name, Main Owner and the System Date for the record that you have highlighted in the Search grid passed through to the Activity Search Criteria. If there are no Activities for that date onwards, the grid will be blank. However, if you remove the date and re-search the database you will see all the past activities that match the search criteria.

Leads. This will tale you to the Leads Add / Edit screen. Existing leads are displayed here and new leads can be added. Lead sending and re-sending is also part of the functionality of this module.

Attachment. Go to the Attachment screen where you are able to attach different types of files from your local or network drives.

Notes. Go to the Notes screen where you add specific notes for this Business Block. Remember that this information pertains to any information regarding this piece of business.

Cut Off.  Search on the cutoff date for the booking (the date when the booking (room block) will be released back into general inventory if not finalized).

Print. Go to the Report screen and display only reports that are related to Business Block.

Options. Go to the Options screen.

Save.  Save the Business Block with all the information you have entered. If there are any mandatory fields that you have missed, you will be given messages to complete them. Only when all required fields are filled will the screen save.

Close. Close the Business Block screen.