Get Started
Role Guides
Kaptio Platform Architecture
Global Platform Setup
Getting Started with Core Configuration
Managing Users, Roles & Access
Understanding Your Sample Data
PIM: Supplier Contracting
PIM: Tour & Package Design
CRM Module
Welcome 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.
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.
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!
On this page