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      1. WorldVia Travel Network Help Center
      2. Member Success

      CRM Notes - Manager Internal FAQ

      General 

      • Lives in WorldVia PRO under Run tab.
      • Is part of the CRM (Customer Resource Manager).
      • Is available to all user permission roles.

       

      Common Questions 

      • How do I submit suggestions or improvements for WorldVia Products?
        1. We are continuously looking for ways we can improve our sites, tools, and user experience. If you have a suggestion on how we can improve, please fill out this form. Thank you in advance!
      • What is the CRM?
        1. The WorldVia PRO CRM, or Customer Resource Manager, is a group of tools housed under the Run tab in the left side navigation. It includes a Contact manager, Company manager, Trip manager, Tasks, and notes.
      • Will there be a cost for the CRM?
        1. No, the CRM is a business management tool included with your membership.
      • Will the CRM ever cost more?
        1. Currently, the CRM is included in your membership fee. We have no plans of changing that at this time.
      • Who owns the client data in the CRM?
        1. As the owner of your travel business, you own your client data. 
      • How do you use the data from the CRM?
        1. We use your data for analysis purposes, statistics, service improvement, in support of any potential corporate transactions, security, and more. Read our full Privacy Policy for more details.
      • What is the difference between the Notes page under a contact record and the main Notes page in the CRM?
        1. You can view some pages while you are inside a contact record, including Company, Notes, Tasks, Trips, and Emails. These are connected to the main CRM Navigation tabs with the same names, but while you are inside a specific Contact record, you will only see companies, notes, tasks, and emails associated with that contact. If you add a new company, note, task or email while inside a Contact record, you will also be able to see it, and all other items, in the main navigation page.  

       

      Feature Details

      • General
        1. Lives in WorldVia PRO under Run tab. 
        • Can view list of all notes. 
        • Can hover over Notes tab in the Top Navigation to get an option to quickly add a note. 
      • Sort, Filter + Search 
        • Can sort (Date Descending, Date Ascending), filter (Contact, Company, Trip), and search. 
      • View
        • If users click on a note card, it will expand to show contacts, companies, and trips.
      • Notes Actions 
        • Bulk Actions 
          • Users can bulk select notes by hovering over top left corner and clicking the checkbox that appears.  
            • A pop-up will open if users click to edit while multiple notes are selected.  
            • Can Add contacts (existing or create new), Add companies (existing or create new) in bulk edit mode.  
        • Edit + Delete 
          • Users can edit a note by clicking on the edit pencil and delete a note by clicking on the trashcan on the top right corner. 
        • Add Note 
          • Title, Text, Contacts (add existing or create new), Companies (add existing or create new), Trips, Upload file. 
          • This is the same view as edit note.