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TOP FAQ TOPICS
1. How do I create a report for my clients?
- Type your destination into the "Search" box at the top of your Weissmann screen.
- Click "Go" or select the name of the destination from the drop down menu.
- Report comes up with outline on the left side of your page.
- Uncheck boxes in the outline to remove categories that you do not want in the report. Check those categories that you do want in the report (e.g., hotels, facts).
2. How do I save changes to my report?
- Make sure you save your report by clicking on the orange save button at the top of the page.
- If additional changes are made after you have saved the report:
- Go to the "Destination Toolbox" in blue horizontal bar.
- Select the middle of the three icons to right of "Destination Toolbox".
- A message will respond: "Saving Changes." Your edits are now saved.
- Continue adding destinations, or go directly to email or print your report.
- You must "Save Content Selections" for each destination that you add to your report.
3. I'm trying to build a report, but can't find my destination
- Specific information (hotels, sightseeing, etc.) is found in the city reports. For example, instead of searching "Riviera Maya," (the region), search "Playa del Carmen" (the city). Try another geographic name near your destination if you do not find the one for which you are searching.
- Country information has a more general overview. If you type in "Mexico" in the search box at the top of the site page, and hit "go," you will get a list of all the cities in Mexico alphabetized. If you want the country report on Mexico, select "Mexico" from the list of destinations which includes the cities in Mexico.
- If you don’t find enough information in a regional report (such as: "Riviera, The" under "France"), look for the city in that region for more specific information (e.g., Nice).
- Try a different search title if you can’t find your destination. The name of your destination may be found under a slightly different category or title.
4. How do I add destinations to my report?
- In the blue toolbar to the right of "Destination Toolbox" and "Report Toolbox," click on "Add Destinations."
- A drop-down box will appear on your screen with two selections in it. If your next destination is in the same country as your first destination (e.g., "Rome," followed by "Florence"), choose: "Destinations Related to (Rome)." If your next destination which you want to add is in another country (e.g. "Athens"), click "From Search."
- When the search box appears, type in your next destination.
- Repeat this process until you have added all the destinations you wish.
- Note: Destinations appear on the report in the order in which they are added.
5. I saved my edits, but the information is still in my report.
- Make sure you have selected the destination you want to edit in the outline on the left-hand side of the screen.
- If you have more than one destination in your report, the one you want to edit must have the darker gray box around the name.
- When you go to "Save Content Selections," the site will then save your changes.
- Do this for each destination in which you want to save changes.
6. How do I go back and make changes to my saved reports?
- Click on "My Weissmann" in the top gray toolbar.
- Click on "Favorites and Folders" on the top right of "My Weissmann."
- On the left, under "My Weissmann," click on "My Reports."
- Click on the name of the report which you wish to edit (e.g., Athens). A dark gray box will appear around "Athens."
- Go to "Report Details for (Athens)" and click on "Edit."
- Your report will then appear. Make your changes; and proceed back through steps, saving to preserve changes.
OTHER FAQs:
Customizing Reports
7. Where are all of the sub-categories?
Select the plus sign next to the category you are interested in expanding. You will then see all of the sub-categories you have to choose from.
8. How do I add my agency logo to the reports?
This function is available only to account administrators (administrator IDs end with 001).
- Go to "My Weissmann" in toolbar.
- Go to "Business Card and Profile" and click on "View."
- Go to "Agent Business Card" and click on the Upload Logo button.
- Click "Browse" to select a file from your computer. Your logo must be in a .GIF or .JPG file format. Check to make sure you do not exceed the size listed in Agent Business Card.
9. How do I correct the information about my agency that prints at the top of the reports?
- Go to "My Weissmann" in the toolbar.
- Go to "Business Card and Profile" and click "View."
- Go to "Agent Business Card" to change the information.
- Click "Save" to save changes.
10. How do I add my own comments to the reports?
You have two options
- Add comments to the top of each destination in the report:
- Go to "Destination Toolbox" in the blue toolbar above your outline.
- To the right of "Destination Toolbox" are three images. Go to the third image, which looks like a tiny yellow box.
- Click on the "Add Comment" box. A box will appear.
- Type in your comments to your client. This will appear at the top of your destination’s report.
- Add comments at the top of the entire report:
- Build your report.
- Click on "Deliver: Email" or "Deliver: Print" in the blue toolbar.
- When the "following fields are all optional" page appears, type your personal notes in the "Report Comments" box
- Click "Save" in the lower left-hand corner to preserve your customized comments in your report for your clients.
11. How do I preview the content before adding it to my report?
On the page where you select the sections for a destination, click on the name of a section or sub-section to view its contents. To include it in your report, click the check box. To omit it from your report, uncheck the box. Then click Build Report.
12. I've built a report and now want to delete a paragraph. How do I delete it?
You may delete an entire section or sub-section, but not a single paragraph. To remove a section or sub-section, click on Modify Report. Click the Modify (blue) button next to the destination you wish to edit. Delete the section you don't need by clicking the checkbox next to the section name. Then click Build Report.
13. How do I edit or delete a client's name?
- Click on "My Weissmann" in the gray toolbar.
- Click on "Manage" (gold button) under "My Favorites and Folders."
- Click on "My Clients." A list of your clients will appear.
- Click the "Delete" button next to the client's name which you want to remove.
14. How can I copy a saved report for a new client so that I don’t disrupt the saved one?
- Select the reports tab.
- Click the name of the saved report you’d like to copy for a new client.
- A pop up box will appear where you will name the new report.
- Select the name of the new report from the Saved Report section.
- Select Edit.
- You will then be taken through the customization process again where you can edit the report for your new client’s needs and choose a delivery method.
Printed Reports
15. How can I see the report before I print it?
Once you have selected the "print" button and the printable report is on your screen go to your Web browser, click on the "File" menu and then on "Print Preview."
16. How do I remove the headers and footers on the report?
In your Web browser, go to "File," and click "Page Setup." Then simply delete the information in the Headers and Footers boxes and click on "OK."
17. How can I increase the font size?
If you are using Internet Explorer, go to "Tools," "Internet Options" and click the "Accessibility" button. Check the "Ignore font sizes" specified on Web pages box. Click OK and OK again. If you are using Netscape version 7, go to the "Edit" menu and click on "Preferences." Double-click "Appearances" and click "Fonts." Change the Minimum Font Size to the font size of your choice and click OK.
18. When I click on "Print Report," nothing happens. Why?
Disable all pop up blockers. Make sure that you are in the new window with the entire report (it may be loading on a browser window behind the active window). Then click on "File" and then select "Print."
Saved Reports
19. How long will my reports be saved?
Your reports will be saved until you decide to delete them. Unsaved reports are deleted after 24 hours.
20. How many reports can I save?
There is no limit to the number of reports you can save. However, once you have emailed a report, the report will expire after 30 days. You may wish to delete reports older than 30 days from "My Weissmann" under "My Reports," so that the page loads quickly.
21. Are my saved reports automatically updated?
Yes.
22. After I have e-mailed a report, can I delete it?
If you delete a report before your clients have read it, they will not be able to access it. They will see a message that the report is no longer available. E-mailed reports are valid for 30 days, so you may delete them after 30 days, if you wish.
Content Questions
23. Where can I access the Star Service hotel reviews?
After you have built a report, click on the Hotels section. In destinations where there are Star Service hotels, you will see Star Service icons by the hotel names. If you click on the icon, you will be linked to that hotel's Star Service review. Please note that you must be a subscriber to STAR Service Online to access these reviews. Call our Sales’ Department for more information on how you can become a Star Service subscriber: 1-866-566-8137.
24. I cannot find the maps. Where are they?
- The maps are included within the destination.
- Search for your destination
- Click on "map" in the outline.
- To view the map, click on the box where the map should appear.
Accessing Weissmann Reports
25. Can I change my ID number and password?
You may only change your password. If you are the administrator (administrator IDs end with 001), click on "My Account," "Admin Tools" and log in. Then scroll down to type in your new password, click "Save," and "Accept Changes." If you are not an administrator, go to "My Account," "User Tools," type in your User ID and password and click "Go." Enter your new password and click "Save."
Administrator update procedure:
- Go to "My Accounts."
- Click on "Administrator Tools."
- Enter the Administrator ID and password and click "Go." The administrator information will be displayed on this page.
- To modify users other than the administrator, click on "Edit Current Users."
- To search for a user, enter his name, e-mail address or User ID, or select "List All" to view all the users on the account.
- Select the user you wish to modify, make the necessary changes and SAVE the updates when completed.
User Profile update procedure:
- Log on with your User ID and password.
- Go to "My Accounts. "
- Click on "My Business Card and Profile."
- Click on Modify and make name, address, telephone and e-mail changes.
- Click Accept all Changes when completed.
Next, click on User Tools (you may be prompted to enter your User ID) and make sure your information has been updated here as well. If not, make the necessary changes and click SAVE.
Other Issues
26. Formatting your report:
Weissmann Reports recommends setting your margins to .2" for printing. This significantly shortens the report.
- Click "File."
- Click "Page Setup" (This will open a new window).
- Change the margins to .2" for the top, bottom, left and right margins.
- Click "OK."
Two-Column Printing:
Some users prefer two-column reports. To modify your report in Microsoft Word, follow the steps below:
- In Word click "Format."
- Then click "Columns."
27. Problems with report e-mail delivery
Before you e-mail a report to your client, verify that you have included an email address in your Client Address Book. If you do not have an e-mail address in your Client Address Book, you will be prompted at that time to enter one.
What are the delivery status notification errors in my e-mail inbox?
If you see a message saying, "Report has been saved and sent successfully..." then Weissmann Reports has delivered your report to the client(s) you chose. If you saw this message and your client(s) did not receive the e-mail, or if you received any type of "Delivery Status Notification Error" in your e-mail inbox, there was an error on the recipient's end.
This error is often because a client(s)'s e-mail address was misspelled. Sending test e-mails from your own e-mail program is a good way to ensure that your client(s) can receive e-mails at that address.
If you have received a "Delivery Status Notification Error" e-mail and you are sure that the address is correct, please contact Customer Service at weissmann@ntmllc.com or 888-238-0044 (US) or 336-714-3324 (outside the US).
Note: Some Internet Service Providers like AOL will not deliver mail when the sender's name and the recipient's name are the same. If you experience problems when trying to send yourself mail, this could be the reason.
Subscription
28. Where can I find a copy of the Subscription Agreement for Weissmann Reports?
Click here to review the Subscription Agreement for Weissmann Reports.
29. What is the Subscriber Advantage Plan? How do I sign up to be a part of it?
The Subscriber Advantage Plan allows uninterrupted access to www.weissmann.com for
subscriptions renewed by credit card. Click here to review the Subscriber Advantage Plan for
Weissmann Reports or contact us by email at Weissmann@ntmllc.com or phone at 888-238-0044 (US) or 336-714-3324 for more information.
Contact Us
30. How do I send you feedback about the site?
Contact us by e-mail at Weissmann@ntmllc.com.
31. I’d rather talk to a living, breathing human being.
Please call our Customer Service department at 888-238-0044 (US) or 336-714-3324 (outside the US). A customer service representative will be available from 9:00 am to 5:00 pm Eastern Standard Time.
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