Copy a Reservation record from one Res Card to another Res Card
When copying a Reservation record from one Res Card to another, all data captured within the reservation record, except for traveler related fields is copied, and includes vendor level information as well as Service Provider Level information. To copy a Reservation Record, retrieve the Res Card to select the Reservations link, highlight the Reservation record to copy and click on the action gear icon and click Copy.
Next, close the Res Card, and retrieve or create the Res Card you would like to copy to, select the Reservations link and click Paste Reservation.
Copy an Entire Res Card from One Profile to Another Profile
When copying an entire Res Card from one profile to another, all data captured within the Res Card, except for Date Created, Invoices, Activities, Client Feedback about Trip, Profile and Traveler related fields is copied, including all General Trip level information, all Reservation Records and Agent Remarks. To copy an entire Res Card, retrieve the profile the original Res Card was created for, select the Res Card link, highlight the Res Card you would like to copy (do not open the Res Card) and click the action gear Icon and click Copy.
Next, close the profile, and retrieve or create the profile you would like to copy to, select the Res Card link and click Paste Res Card.
