Keeping Customer Notes separate from Reservation Notes |
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Q: Is there a way to keep the Reservation notes from being copied to the Customer notes, or vice-versa?
A: First be aware that Customer Notes (on Customer Details) is separate from Reservation Notes (on Reservation Details), since the Customer record is separate from the Reservation record. So the notes can be separate.
The normal action is for Customer Notes (the Notes field on Customer Details) to be copied to all new reservation's Reservation Notes (in the New Reservation dialog), so for instance you will see any important notes about the customer when making a new reservation for them. These will become the Reservation's Notes, but may be changed for that reservation before it's saved. If you do change them, the changes to the Notes made on New Reservations will get copied back to the Customer notes.
However, either or both of these two actions can be disabled under Maintenance / Program Options / Reservations (see the options "Automatically copy...").
After you leave New Reservation, the Notes fields are completely separate -- any changes to the Customer Notes (on Customer Details) will not transfer to any existing Reservations, and likewise any changes to Reservation Notes (on Reservation Details) will not transfer back to the Customer Notes.