Star Connect

Customer ID	Name	Phone	Status	Sentiment	SMS Unread	Most Recent Event	MRE Date

Customer

Customer ID —

First name

Last name

Email

Phone

Address

Unit / Apt

City

State

ZIP

Status & Sentiment

Status

Sentiment

Age range

Marital status

Gender

Preferred travel method

Income

Travel frequency

# of children

Homeowner

Is Owner

Owner Type

Membership Level

Date Became Owner

Owner ID

Notes

Activity Log

Vacations

Package Name

Status

Must Travel By

Leads

Appointments

Tour Date

Tour Time

Showroom

Tour Status

Email History

SMS History

Use Template (optional)

Send From

Message

Marketing Center

Package Code

Vacation Status

Decision Desc

Has RRF

Is Trip Cancelled

Is Test Record

Dt Sold

to

Must Travel By

to

Dt Created

to

Cancel Date

to

Nudge Count

to

Vacation ID	Customer	Pkg Code	Destination City	Arv Dt	Vacation Status	Sold	Dt Created	Must Travel By	Nudges

Vacation

Vacation ID —

Vacation Pkg Code

Dt Created

—

Dt Sold / Register

—

Dt Must Travel By

Travel Date

—

Package Name

—

Status & Decision

Vacation Status

Decision Desc

MktgCtrCode

TM Code

LO Code

Original TD

—

Lead ID

—

Customer Customer ID: —

—

Phone: —

Email: —

Not available yet on this record — nothing to show here until a booking on the Hotel tab below is tagged "Use as Primary Booking."

Hotel

Delivery Method

Date Sent

Sent By

Entertainment

Delivery Method

Date Sent

Sent By

Not available yet on this record.

Use Template (optional)

Subject

Body

Submitted Date	Date Requested	Entertainment Preference	Contact Method Preference	IsRead

Check-In	Check-Out	Total	Current Price	Savings	Expires	Paid

Amount

Reason

Dt Created	Payment Type	Reason	Amount	Frequency	Result	Gateway #

Total $0.00

Booking #	Hotel	Check-In	Check-Out	Status	Resort Fee	Primary

Pick from Pricelist

Show / Event Name

Event Date

Location

Qty

Cost

Ticket URL

Committed

Show / Event	Date	Location	Qty	Cost	Committed	FTD Date	FTD Method

Notes

Category Admin CustSvc

Notate Cust Yes No

Email / SMS Contact

Emails Sent

0

Dt Last Email

—

SMS Sent

0

Dt Last SMS

—

Counts are messages logged against this vacation specifically — the SMS History thread above can include more, since it's matched by phone number.

Cancel Detail

Is Trip Cancelled?

Is Refund?

Dt Cancel

—

Cxl Code

—

Cxl Reason

—

Cancel By

—

Read-only for this first pass — full Cancel workflow (editing these fields) is deferred.

Cost

Guest Revenue (+)

$0.00

Hotel Cost (−)

$0.00

Entertainment Cost (−)

$0.00

Comm. (−)

$0.00

Tour Revenue (+)

$0.00

True Cost

—

Commissions

$0.00 total commission recorded on this vacation (see Cost panel).

Activity Log

Lead ID	Customer	TM Code	Status	Assigned

Appointment ID	Customer	Tour Date	Tour Time	Status

Every hotel booking across every vacation — for spotting duplicate room bookings and keeping tabs on what's still open.

Possible duplicates only

Booking #	Vacation ID	Hotel	Hotel Code	Name on Reservation	Check-In	Check-Out	Status	Booking Cost	Resort Fee	Guest CoPay	Htl Refund Amt	Total Cost	Customer ID

Email Templates

Pre-crafted emails, with merge tags, for the future email compose button on Customer/Vacation/Appointment records.

Template Name

SMS Templates

Pre-crafted texts, with merge tags, for the future SMS compose button on Customer/Vacation/Appointment records.

Template Name

Marketing Centers

Code

Call Center Name

City

Active

Manager Name

Manager Email

Vacation Pkg Codes This Center Can Sell

—

Set per-code in Settings > Vacation Pricelist > Who Can Sell — read-only here, just a peek.

ID	Code	Call Center Name	Manager	City	Active

Personnel

Provisioning a Privilege Access level here grants real Star Connect login access — not just a roster entry.

Username

First Name

Last Name

Position

Hire Date

Date Terminated

Work Email

This is the email this person logs into Star Connect with.

Privilege Access

Marketing Center

Marketing Centers this user can manage

Marketing Center

Modules

Showrooms this user can book into

Activity Log

ID	Username	Name	Position	Privilege	MKTG CTR CODE	Hired	Employment	Login Access

Showrooms

Name / Location

Marketing Center

Active

Address

City

Phone

ID	Name / Location	City	Phone	Vendor	Marketing Center	Active

Wave Allotment

Showroom

Date

Time

Day

Allotment

Booked

Available

Center Code

ID	Showroom	Date	Time	Day	Allotment	Booked	Available

Hotel Directory

Hotel Code

Hotel Name

Destination City

Address

Phone

Website

Check-in

Check-out

Resort Fee $

ID	Code	Hotel Name	City	Phone

This area is intentionally tucked away from day-to-day workflow — enter the Admin PIN to continue.

Vacation Pricelist

The catalog of sellable package/offer codes a vacation's Pkg Code is picked from.

Pkg Code

Pkg Name

Active

Meeting Type

Type

Is Refund Deposit

Deposit Amt $

Days To Expire

Internal Description

Guest's Description (Public)

Quote's Description (Includes)

Knowledge for AI Agent

Email Template #

SMS Template #

Concierge Phone

Pick Your Date Page URL

Self Service Checkout Start Page URL

Self Service Confirmation Page URL

Who Can Sell?

ID	Pkg Code	Pkg Name	Meeting Type	Type	Active

—

Customer

Vacation

Email Templates

SMS Templates

Marketing Centers

Personnel

Showrooms

Wave Allotment

Hotel Directory

Picklists

Sending Numbers

Entertainment Pricelist

Vacation Pricelist