Activities can be created in many places within SIHOT:
•in the guest profile, tab Trails
• in rooms, suites and office master files, tab Activities
• in the hotel master file, tab Trails
• in package and service master files, tab Activities
• in the calendar for activities (menu CRM)
• in the activity search (menu CRM)
• in the account, tab Activities
• in the allotment/group block management, tab Activities
• in reservations, tab Activities and tab Trails
• in event reservations, tab Activities, tab Trails and event tree
If you are using an activity repeatedly, you can establish a template for this activity (see section Master files - Configuration for details).
Figure 1: Creating an activity using a template
When spooling a document (i.e. saving a document in the trails), you can create an activiy for a follow-up at the same time.
Figure 2: Creating an activity for a spooled document
In addition, activities can be created automatically whenever a certain action is carried out or when a specific factors apply. For more information on automatic activities, refer to section Master files - configuration.