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Dolphin Dynamics Help Centre
Newsletters
Newsletters
Newsletter #33 (Apr 2025)
Self Service Password Reset
Top Tip - Handling VAT adjustments using Generic Accounts Export
Top Tip - Post Code Look-up in Dolphin
Newsletter #32 (Mar 2025)
"Lite" Version of Financial Documents
How to extract mailing lists from Dolphin
Top Tip - Managing large reference data record results
Newsletter #31 (Feb 2025)
Get to know the BMM folder Pricing tab
Top Tip - Bulk Receipts/Refunds
Top Tip - Attaching bookings to existing folders
Newsletter #30 (Jan 2025)
Customer Payment Reconciliation: New standard file format to automatically reconcile customer receipts & refunds
Top Tip - Shift Itinerary Dates In A Travel Folder
Top Tip - Revolutionise Your Communication With Suppliers
Newsletter #29 (Dec 2024)
All Things Marketing
Top Tip - Using Dolphin reports & documentation to keep track of customers during peak holiday seasons
Top Tip - Divert your Task List messages and check and action your workload in advance
Newsletter #28 (Nov 2024)
Green and red dot indicators on the pricing tab
Top Tip - Travel Folder Itinerary tabs: Controlling which ones you see & the order they appear in
Top Tip - Vendor Profile Search by City Name
Newsletter #27 (Oct 2024)
Scheduling the Customer Statement Report to Send Individual Emails to Customers
Top Tip - Sharing Folder Commission between Consultants
Top Tip - Dolphin Shortcut Keys
Newsletter #26 (Sep 2024)
Top Tip - Filtering Booking Import Queue By Staff Code
Top Tip - Filtering Booking Import Queue By Pseudo City Code
Newsletter #25 (Aug 2024)
List of Dolphin's partners & third party integrators
Top Tip - Applying "Contains"/"Does Not Contain" operators in Task List queries
Top Tip - Travel Folder Fatal Abort
Newsletter #24 (Jul 2024)
Use Dolphin to turn exceptionally busy travelling times into a stress-free experience
Top Tip - Unleash the Power of Linked Remarks
Top Tip - Reporting and creating copies of existing reports
Newsletter #23 (Jun 2024)
Shift Itinerary Dates in a BMM Folder
Top Tip - Link Multiple Quotes to a Single Enquiry
Top Tip - Update all Quoted Items Status Codes when Confirming a Quote Folder
Newsletter #22 (May 2024)
Amadeus Booking Import: Creation of Other folder items
Top Tip - Vamoos Mobile Travel App Enhancements
Top Tip - Expedia TAAP booking import enhancements
Newsletter #21 (Apr 2024)
Revolutionise your communication with suppliers
Top Tip - Document Set up
Top Tip - Unleash the Power of Linked Remarks
Newsletter #20 (Mar 2024)
How to reconcile outstanding Vendor Payments that your suppliers forgot to claim
Top Tip - Maximizing efficiency: Streamlining security profiles in BMM
Top Tip - How to Merge Duplicate Customer Profiles
Newsletter #19 (Feb 2024)
Let Dolphin support your accounting processes
Top Tip - BSP Auto Reconciliation
Top Tip - Financial bulk operations via task scheduler
Newsletter #18 (Jan 2024)
Copying Data in Dolphin
Top Tip - Moving Funds Between Folders in a Cash Sales Environment
Top Tip - Saving Scheme
Newsletter #17 (Dec 2023)
How to Extract Mailing Lists from the Booking Management Module
Top Tip - Dolphin Marketing Tools
Top Tip - Accessing Travel Folders From Reports
Newsletter #16 (Nov 2023)
Branding in the Booking Management Module
Top Tip - Enhanced SPS Export
Top Tip - Storing Passport Details in folder passenger records
Newsletter #15 (Oct 2023)
GDPR - Forget Client Functionality
Top Tip - Storing passport details in Client Profiles
Top Tip - Default Settings For Customer Marketing Preferences
Newsletter #14 (Sep 2023)
Monitoring Bookings via Task List
Displaying vendor payable amounts in folder and folder items
Top Tip - Vpay value on Pricing Tab
Top Tip - Mail merge tags
Vamoos Mobile Travel App Integration
Newsletter #13 (Aug 2023)
Dolphin Connections
Top Tip - Learn more about new features in your Dolphin releases
Top Tip - "CTRL F" - looking for something on a page in Dolphin?
Newsletter #12 (Jul 2023)
How to customise and save a Dolphin default report
Top Tip - Advanced Reports: how to configure 'where clauses' and 'constant values'
Top Tip - Report Options: Show Details & Edit Subtotals
Newsletter #11 (Jun 2023)
How to Troubleshoot Issues with the Booking Import Queue
Top Tip - How to Troubleshoot Pricing Engine Rules
Top Tip - Reservation Module Troubleshooting Tips
Newsletter #10 (May 2023)
Top Tip - Use the pricing engine to automate your transaction fees
Top Tip - Using Pricing Profiles To Group Customers
Newsletter #9 (Apr 2023)
Use the Task List to improve staff efficiency
Top Tip - How to fix a messy Task List
Top Tip - Use the Task List to send folder-related messages to other BMM users
Newsletter #8 (Mar 2023)
How to Merge Duplicate Client Profiles
Top Tip - Vendor Type Look up
Top Tip - Preferred Vendor
Newsletter #7 (Feb 2023)
Generic Accounts Export
Top Tip - Configuring Bank Accounts for Vendor Payments
Top Tip - Vendor Payment Reconciliation: Price Adjustment Process in Bulk
Did You Know?.....
Newsletter #6 (Jan 2023)
Conversion Rate Reports
Top Tip - Cross Tab Reports
Top Tip - 'Top N' Enhanced Report SubTotals
Newsletter #5 (Dec 2022)
Use Dolphin to turn exceptionally busy travelling times into a stress-free experience
Top Tip - Dolphin Task List
Customer Survey Findings
Newsletter #4 (Nov 2022)
Bulk Customer Documentation
Top Tip - Auto Update Folder Status
Top Tip - Automation Tasks
Newsletter #3 (Oct 2022)
Travel Folder Optimisation
Top Tip - Dolphin Shortcut Keys
Top Tip - How to build & copy itinerary templates in the booking management module
Newsletter #2 (Sep 2022)
Dolphin Connections
Top Tip - AXUS - Mobile travel app
Top Tip - Reservation module shortcuts
Newsletter #1 (Aug 2022)
Customisable letter templates
Top Tip - Document images