AO CRM User

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Overview:
Use this form to create a new trip record. The form collects metadata and operational details needed for bookings, marketing, and reporting: trip type, dates, cost, region, relation manager, sustainability/donation info, thumbnail, and trip overview.

Where to find:
Sidebar → Trips → + ADD TRIP

➤ Required Fields (marked with * in the UI)

  • Trip Type*: choose from dropdown (e.g., Fixed Departure, Tailor Made).
  • Region Type*: geographic category.
  • Trip Name*: follow the naming hint shown in the UI (be descriptive and unique).
  • Start Date* and End Date*: choose via date picker; End Date must be after Start Date.
  • Cost*: numeric base cost.
  • Number of Trees*: sustainability metric (if applicable).
  • Donation Amount*: donation amount linked to the trip (if applicable).
  • Relation Manager*: assign an owner/manager.

 

➤ Optional Fields

  • Continent, Landscape, Style, Activity: descriptive metadata used for filtering and marketing.
  • Merchandise / Stationery: link associated inventory items.
  • Overview: long form description or itinerary summary for sales/marketing.
  • Thumbnail: upload a representative image (recommended size: 1200×800 px; adjust to your UI guidelines).

➤ Step-by-Step: Create a Trip

  1. Click + ADD TRIP.
  2. Select Trip Type and Region Type.
  3. Enter Trip Name following the naming format/hint.
  4. Pick Start Date and End Date using the date pickers.
  5. Enter Cost and other numeric fields (Number of Trees, Donation Amount).
  6. Select Relation Manager.
  7. (Optional) Fill Continent, Style, Activity and attach Merchandise/Stationery.
  8. Add a descriptive Overview to help sales and marketing.
  9. Upload a Thumbnail image.
  10. Click SUBMIT.

✅ On success: you will see a confirmation, and the trip will appear in the Trips List.

➤ Form Validation & Common Errors

  • End Date ≤ Start Date → Inline error shown. Correct the dates.
  • Missing required fields → The form highlights the missing fields. Fill them before resubmitting.
  • Duplicate Trip Name → Append a suffix (e.g., “- Batch 1”) or change the name.
  • End Date ≤ Start Date → Inline error shown. Correct the dates.
  • Missing required fields → The form highlights the missing fields. Fill them before resubmitting.
  • Duplicate Trip Name → Append a suffix (e.g., “- Batch 1”) or change the name.

➤ Troubleshooting & FAQs

  • Submit button remains disabled → Ensure all required fields are filled and inline errors are fixed.
  • Thumbnail upload fails → Check WordPress upload limits (file size) and accepted types (jpg, png). Adjust upload_max_filesize in PHP or compress the image.
  • Relation Manager not found → Ensure the user exists in Team/Users with the correct role. Refresh the page after creating a new user.
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