Get Started
Tailor-Made ItinerariesTour & Cruise ItinerariesFIT Package ItinerariesRole Guides
Kaptio AdminSupplier ContractingProduct Design/BuildProduct ContentTraining ManagerData ExpertsDevelopersKaptio Platform Architecture
Architecture OverviewDevelopment GuidelinesFunctional DecompositionPlatform FAQNew to Salesforce?Security & ComplianceManage your EnvironmentsData Import & ExportGlobal Platform Setup
Getting Started with Core ConfigurationManage Global SettingsConfigure ChannelsManaging Users, Roles & AccessUnderstanding Your Sample DataPIM: Supplier Contracting
Managing SuppliersSetup LocationsManaging ServicesConfigure PricesBulk Import Service DataManage InventoryPromotion & Discount SetupPIM: Tour & Package Design
Getting Started with PackagesUnderstanding Departure TypesManage Package PricingSetup Package ContentConfigure Package DefaultingCRM Module
Customizing Kaptio TravelManage Account Record TypesSetup Trip & Itinerary WorkflowManage Salesforce FeaturesCONNECT: Land & Air Connectivity
Getting Started with ConnectivityPNR Import Setup & UsageIntegrating Amadeus Hotel Connectivity Setup & UsageDOCS Module
Getting Started: ContentManaging Content & MediaSetup Document StagesSetup TemplatesBuilding Custom Content ComponentsBulk Import Content DataUsing the Document Starter KitUsing the ATOL Certificate Starter KitPersonalizing DocumentsGenerating DocumentsCustomer Access to DocumentsEmail Setup & UsageAdvanced Sample Email TemplateCRS: Training Guides
Getting Started: TrainingTraining Reservation TeamsTraining Finance TeamsPAY: Payment Gateway Integrations
Getting Started: PaymentsImplementing Braintree/PayPalIntegrating Your Own GatewayData Migration
Guide to Booking MigrationPeripheral Integration Guides
Accounting IntegrationData Warehouse IntegrationWebsite IntegrationWelcome to the onboarding guide on understanding and managing Account Record Types in Kaptio Travel. Account records are a fundamental part of the system, helping you organize and manage customer information effectively. This guide will walk you through the process of learning about account records and creating or editing account record types.
Accounts in Kaptio Travel General Information
The first step is understanding what accounts in Kaptio Travel are and their role in your operations. Accounts can be used to store and manage information about your customers, partners, or suppliers. For an in-depth understanding of accounts in Kaptio Travel, please visit Accounts in Kaptio Travel General Information.
How to Create & Edit Account Record Types
Once you have a basic understanding of accounts, the next step is to learn how to create and edit Account Record Types. This involves defining the type of information stored in an account, and influencing how you manage and use your account data. To learn about creating and editing account record types, visit How to Create & Edit Account Record Types.
Understanding and managing Account Record Types is crucial to the effective use of Kaptio Travel. These resources should provide you with the necessary knowledge and skills to do so. Remember, having well-structured and managed accounts will go a long way toward improving your operations and customer relations. Happy onboarding!