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Inactive Guest and other Questions
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Sandi  
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 More options Feb 25 2011, 12:10 am
From: Sandi <xray...@verizon.net>
Date: Thu, 24 Feb 2011 21:10:51 -0800 (PST)
Local: Fri, Feb 25 2011 12:10 am
Subject: Inactive Guest and other Questions
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Hello,
I am new to this software and have a few questions.  In trying to get
everything in order and cleaned up, I need to know:

  1.  How do you change a guest to inactive so their name will be
removed from the active list?  I have an active guest report, which is
not correct.  Several have been taken care of.  I see where it says to
delete a guest...is this the same thing?

Guest Follow-up Call Procedures

Call Schedule:

Week 1:  A call should be made within 2 days of receiving Guest
Information
Week 2:  A letter should be mailed
Week 3:  An e-mail should be sent
Week 4:  Final follow-up (Can be call or e-mail)

Does the system automatically send letters and the email OR is this
the user's responsibility?

Thxs..sandi


 
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