RDPWin

How To - Configure Note Template

A note template can be created for all reservation types and master records in RDPWin. The Notes Tab can be automatically populated with the specified template or selected by the user on the individual reservation or master. Table T1 stores the template records which point a .TXT file that includes the template itself. Each reservation type can have a different note template or a standard one for all types.

 

Configure Note Templates:

  1. Create a note template using Notepad.
  2. Click File --> Save. 
  3. Save the file to the RDPNT directory (usually R:\ or F:\) --> RDP folder --> Look folder. The file path, for example is, R:\RDP\Look.
  4. In the File Name field, enter the name of the note template using the table below. For different reservation types, use the letter designated for the reservation type in RDP in the file name to distinguish the different templates, if applicable. For example, preassign reservations file name is NoteResP.TXT
Master Type Master File File Name
Reservations - Preassign (P) 80P NoteResP.TXT
Reservations - Inventory (I) 80I NoteResI.TXT
Reservations - Maintenance (X) 80X NoteResX.TXT
Reservations - Multiple (M) 80M NoteResM.TXT
Reservations - Special (S) 80S NoteResS.TXT
Reservations - Owner (O) 80O NoteResO.TXT
Reservations - Guest of Owner (G) 80G NoteResG.TXT
Reservations - Complimentary (C) 80C NoteResC.TXT
Reservations - Owner Referral (R) 80R NoteResR.TXT
Reservations - Timeshare Preassign (T) 80T NoteResT.TXT
Reservations - Timeshare Inventory (Q) 80Q NoteResQ.TXT
Reservations - Bonus (B) 80B NoteResB.TXT
Reservations - Exchange (E) 80E NoteResE.TXT
Assets (Work Orders) W9 NoteAsset.TXT
Group Masters 72 NoteGroup.TXT
Housekeeping (Reservation Notes Tab) H0 NoteHskp.TXT
Itinerary (Reservation Itinerary Tab) 50 NoteItin.TXT
Owner Masters 71 NoteOwner.TXT
Room Masters 70 NoteRoom.TXT
Travel Agents 73 NoteAgent.TXT
Vendor Masters (Activity) 76 NoteVendor.TXT
Work Order Vendor Masters WB NoteWOVendor.TXT

Note: Different reservation types can use the same note template, however, they must have a unique record in the T1 table with the reservation type. See the table above for masterfile records.

  1. In RDPWin, go to the System main menu --> Table Maintenance --> Select Table T1-Notefile Templates.
  2. Click the Add Masterfile button.
  3. Enter the masterfile for the appropriate template using the table above. For example, if adding a note template for travel agents, the masterfile is 73. For preassign reservations, use 80P.
  4. Enter the file name from step 4 without the .TXT file extension using the table above in the File Name field. For example, enter NoteResP in the File Name field.
  5. To have note template automatically load when adding a note, select Y in the Auto Load field. Note: if this field is blank = No.
  6. Save & Close.
  7. Check the reservation type or master to make sure the template displays correctly. For a note template that was not set to Auto Load, click the Load Template link on the Notes tab of the appropriate master or reservation.

 

Click these links for Frequently Asked Questions or Troubleshooting assistance.

Last Updated 06/08/2011


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