Walkthrough — start working a request

1. Open the extension. The Requests tab is selected.
2. Search or filter to find the request you want.
3. Click the request card. The card highlights and the extension's active-request banner appears at the top of the sidepanel.
4. Switch to the Quote tab to start building, or the PNR tab to capture GDS data — both now scoped to this request.
5. To switch to a different request, come back to this tab and click another.

Walkthrough — clear the active request

1. The active-request banner at the top of the sidepanel shows the current request ref and traveler name.
2. Click the × clear button on the banner.
3. The extension automatically switches back to the Requests tab.
4. The Quote and PNR tabs go back to "Select a request first" warnings.

Walkthrough — close the extension with an active request

If you click the Close button in the header while a request is active and that request has a status that can be progressed, the extension will prompt you to update the status before closing.

1. Click Close in the extension header.
2. A modal appears: "You're closing the extension while working on [ref]. Would you like to update the status first?"
3. Choose Update & Close to update the request status and then close, or Close without updating to close immediately.

Note: If you reopen the extension after closing it with an active request, you may be prompted again: "You closed the extension while working on [ref]. Would you like to update the status?" — choose Update Status or Dismiss.

Walkthrough — create a new request from Quick Notes

When the Quick Notes Apply to target is set to New request, a Customer picker and an Assigned to dropdown appear in the modal footer before you apply.

1. Open Quick Notes from the floating action button.