Kinga-Laura Ambrus avatar
Written by Kinga-Laura Ambrus
Updated over a week ago

In main left menu, under Customers there is Persons menu point that leads to the list of all persons from the system.

The Persons may be related to Customers and Suppliers, if the persons were added in Supplier or Customer details, or, standalone Persons created only in persons list without any link to any other entity (Customers or Suppliers).

A standalone Person will not be linked to any Customer or Supplier and it may be used as a Travel Designer or Tour Leader, depending on the type:

Type of persons

  • persons related to Customers or Supplier usually have Type=General

  • for standalone persons you may set any of the types

    Tour Leader and Travel designer

A Tour Leader type of person may be linked to a Product in Allotments tab, for each starting date, useful in case you own a website displaying products from Victoury and the Tour Leader must be shown, or it might be used for displaying on the templates information related to the Tour Leaders (such as Travel plans):

Important: Travel Designer type of person is not yet implemented to be used in Products or Deals in Victoury. This is an enhancement to be implemented throughout the system in the future.

When creating a new deal, in the Select Customer section, the person will not be found if not related to any of the customers. But you may add him/her as a Traveler when creating a new deal or when editing an existing deal, case in which the system is asking whether you want to create a direct relation with the customer of the deal or not.

If you choose YES, the person will be added in The list of Direct related persons of the previous selected customer.

If you choose NO, the person will be added to the list of Other persons of the previous selected customer.

Next time when you will try to add this person into a deal, as a customer, the system will find this person as related to the Customer to which it has been already linked to, and you will be asked if you want to use the existing customer to which the person is linked to, or, create a new customer for this person:

Did this answer your question?