AX Tools

Status: Complete   |   Priority: 2
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New booking - from email 

  • Ability to ‘suck in’ an email into a Booking.
  • The contents of the Email  (include To: From,  Date, cc, Subject and the main body) should be brought into a single field which is appended at the bottom of the Booking screen (full width of screen and deep).
  • The email from field should populate the Booking.Email field.  
    • Think of it this way.  Say we get the following email from john.smith@gmail.com “Subject:  Reservation request for Smith family…    Body: Hello Alpinexpress,  I would like to book 2 transfers.  the first on 1 March 2026, picking up at Geneva airport. We are on EZ 1234 from gatwick. we need to go to Chalet Makini in Verbier.  We are 3 people.    And we are returning a week later on the flight EZ23456 at 11.30am.   thank you, John Smith +44 758877444444”
  • We should be able to see the full email (not just the body, but also the email address of sender, date/time and subject) and then we can make sure we have uploaded the email accurately and kept a record of that in the booking.
  • In truth it is really for auditing and to help the booker convert an email to a set of transfers 
  • Systematically, it needs to pull in the From, CC, Subject and Body fields from the email, and format nicely into a single field.   Then it should fill name the client email with the senders email.  That's it.    Does that make sense? 
  • We have some of this functionality already - just not bringing it into a new booking. 
  • The process of adding a new booking should move the email to DONE directory 
  • In Company Details we have fields that define where to look in the email for new bookings and where to place them once uploaded. And the email login and password - do you remember that?
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