Office Details


This option allows updates to Office details, Branches (Multi Branch Required) Consultants and an upload facility for your office Logo



 View Update Consultant profiles


To view or update the finite details for your Consultants select the "Info Tool" for each section

 


 The Icons from left to Right do the following:-

                                        

Under the Consultant Profile TAB you also have access to Clients managed by the Consultant, Trips associated with those Clients and Permissions related to the Consultant


 Branches


 You can View/Update branch details (Multi Branch required)

 


The information stored in this zone is what prints on outbound documents from VTO Ultimate, to Update this information select the Info  Icon

       


 To Update any changes you need to select  Save Changes 


 Update Office / Branch Logo

 


 Review previously imported Record Locators (Relocs) - Select Office Profile - 

 


 Store the generic settings for the Product used for Booking Fees (Corporate Module Required)


 Store the generic settings for the Product used for International Booking Fees (Corporate Module Required)


 Store the generic settings for the Product used for Domestic Booking Fees (Corporate Module Required)


 Select Office Profile - 


 Remember any change you make requires the  Save Changes  option to be selected to save the changes


 Restricting access to Ultimate from a predetermined IP Address


 Select Office Profile - 


 To RESTRICT consultant's to only be able to connect to your office from your office you need the following:-


 1. a Static IP Address (available on order from your ISP)


 2. Your current IP Address will auto display beside the Label IP* - just create a Name for the Location e.g. Head Office then select "Add IP"


 3. to Allow ALL users to connect from anywhere do NOT apply an IP Address


 4. IF you have applied an IP address to the office you can apply additional IP addresses as required to allow individual consultants access from their home location


 5. You can apply an IP address for each branch under your office if required


 6. you can DELETE an IP address if and when it is no longer applicable