Discussion and follow-ups on a rental record

What moves

Notes, followers and scheduled activities on a booking, item or unit are kept in the shared messages and activities panel, and changes to the record are listed there too.

Before you start

• Rentals and Activities in your plan

Step by step

1. Rental agentRentals

   Writes a note on a booking, such as the customer wants a later pick-up.

   You see:The note is saved on the booking.

2. Rental managerActivities Workspace

   Schedules a follow-up call for the booking.

   You see:The call appears on the booking and in the manager's list.

3. Rental managerRentals

   Opens the booking's History tab.

   You see:Sees the changes and the thread together.

Related

• Activities Workspace
• Rentals
• Discussion and follow-ups on bills, invoices and journal entries
• Discussion and follow-ups on vehicles and drivers
• Every record shows its history and discussion
• An organiser invites attendees and collects their answers
• Meeting action items become to-dos for their owners
• Connections between modules