Learn how to add notes and customize the product summary in the Overview tab using the Edit mode.
The itinerary Overview tab presents the summary of the trip.
With default system settings, this tab includes any general details, such as itinerary name, trip duration, or the itinerary reference number. It also includes a list of all scheduled products.
To customize the Overview tab information, navigate to Preview and activate the Edit mode.
What can be changed? You can:
-
add internal notes visible to your team members only,
-
add the Overview Note visible to your customer,
-
hide products to exclude them from the overview tab,