AX Tools
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?