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People and organizations

Your address book. Every traveller, buyer and company you deal with, and the history that goes with them.

People

Individual contacts and travellers, and what each record holds.

People: your contacts and travellers One record per person, holding their details and everything they have ever booked with you. What a person record holds Contact details, preferences, documents, payment methods and their full booking history, across eight tabs.

Organizations

Companies, and how the people at them connect.

Organizations: the companies you deal with Companies rather than individuals, each marked as a client, partner, supplier or other. People, terms and tax details on a company Link the staff who work there, record the legal name and tax ID for invoicing, and set the payment terms you trade on.

Keeping records clean

Duplicates, merging, and writing notes worth reading.

Merging duplicate records The same person or company entered twice splits their history. Merge combines them into one record. Notes and tags that earn their keep The structured fields say who somebody is. Notes and tags say how to deal with them.