Triggered correspondence with an INCLUSION list as well
At present the final option in triggered correspondence is to specify exclusions based on attributes like: company, tariff, unit, bkg source, travel agent.
This is useful but there is a danger that correspondence will be sent to the wrong booking when more items are added to any of these attributes after the correspondence was created.
Example: I want my TC emails to be sent to direct bookings only. So I create a TC and exclude all booking sources other than Direct. Later I add another booking source (e.g. Tourist Info Desk). Unfortunately, all bookings from this new booking source are automatically INCLUDED in the list of bookings to receive the correspondence, even though I really only want the Direct bookings to receive it.
Instead of just an exclusion list, we should be able to specify BOTH an inclusion list and an exclusion list. At times the exclusion list is correct: I want all bookings EXCEPT these ones to get the TC. At other times an inclusion list is better: I want ONLY bookings that match THIS to get the TC.
Pandanus
shared this idea
Thank you for your suggestion on a way we can improve RMS.
Currently available when setting up the Exclusion List on Triggered Correspondence is the ‘Allocated’ list that determines what entities are included in the Triggered Correspondence rule.
When a System Administrator sets up a new Company, Travel Agent or Rate Type etc. they are prompted on save to include or exclude the new item from existing Triggered Correspondence rules.
For more information on setting up Triggered Correspondence please visit the below Help Centre article.
https://helpcentre.rmscloud.com/triggered-correspondence-setup/triggered-correspondence
We appreciate your valuable feedback and look forward to introducing exciting new features from our user suggestions in the coming months.
Kind Regards,
RMS Product Development