Introducing Custom Text

Objective

After completing this lesson, you will be able to explain the purpose of Custom Text in Concur Travel.

Custom Text Overview

Custom Text is an administrative feature in Concur Travel that allows site customization through text and HTML. Custom Text is frequently used to announce new policies, as well as highlight particular rules and features. The administrator can also modify the existing text that users see, as they work with different parts of the Travel Wizard, such as hotel search and airfares.

You need permission to access this feature. The permission might vary depending on your role and responsibilities:

Company Administration or Travel Policy Administrator permission allows you to access Custom Text from a customer site in the Travel Policy Administration section.
Travel Agent permission, which displays the Travel System Admin, and the link Travel Text Customization will appear in the Company-Specific Configuration section.

To access Custom Text, from Travel Policy Administration, select the Custom Text tab on the Travel Policy Administration page.

The screenshot shows the SAP Concur Travel Policy Administration page. The interface has a left sidebar with navigation links organized under Company Admin, User Administration, and Travel Administration headings. In the main area, the header reads Travel Policy Administration, and tabs are displayed across the top, including Travel Policy, Policy Violation Reasons, Travelfusion Suppliers, Vendor FolID Admin, Travel Vendor Exclusions, Custom Text (highlighted), Regional Hotel Rates, and Travel Alternatives.

To access Custom Text, from Travel System Admin, select the Custom Text tab on the Travel System Administration page, under Company-Specific Configuration section.

The image features a bright blue background with the distinctive SAP anvil shape in black on the left side. Within this SAP anvil shape, large bold white text reads, “I need to inform employees of a new policy. How can I do that in Concur Travel?” At the bottom left, the text identifies the speaker as “Raven Mitchell, HR Manager.” The right side of the image shows a person standing with hands on hips, dressed in a light-colored blouse.

Custom text can be entered in several categories as depicted in the following graphic. Each option displays the text in different parts of Concur Travel for the end users. Each of the areas to be modified has a default setting. Review the following graphic and table to learn more about each option.


01. Company Notes	Displays on the home page.
02. Travel Wizard	Displays for all types of travel: Air, Car, Hotel, Rail, Ground.
03. Travel Results Page	Displays for all types of travel: Air, Car, Hotel, Rail, Ground.
04. Broken	Displays for all broken policies
05. Concur User Profile	Displays for every profile category: Company Information, Work Address, Home Address, Contact Information, Emergency Contact, Travel Preferences (Air, Rail, Car, Hotel), Frequent-Traveler Programs, TSA, Assistants, Credit Cards.
06. Hotel Results Page	Displays on the hotel results page, for hotel preference rank.
07. Miscellaneous	Displays for login warning, manager notifications, trip compliant with the travel policy, hotel did not return cancellation number, etc.

Summary

Custom Text lets administrators add or modify text and HTML in Concur Travel to communicate policies and guidance
Access requires permission: Company Administration or Travel Policy Administrator, or Travel Agent via Travel System Admin
Configure messages by area: Company Notes, Travel Wizard, Results, Broken Policy, User Profile, Hotel Results, Miscellaneous
Added content displays during searches, selections, and profile updates

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