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Config

Policy controls
Assign backend-defined policies to tours and manage shared vendor configuration.

Rule assignments

Assign backend-defined operational policies to all tours or selected tours.

Assign policy to tours

Choose the policy, assignment scope, and status. Backend defaults and timing behavior are applied automatically.
Prefilled automatically. Edit only if you want a custom name.
This rule will be saved with the appropriate hidden defaults for the selected alert type.

Vendors

Manage the central vendor list used for CRM operations and future bill entry dropdowns.
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Create vendor

Add or update vendor names and control whether they are active for future configuration use.