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      Global Search

      Use the Toolbar Menu Global Search to find a Reservation, Guest, Company, Travel Agent or Wholesaler in RMS.

      Decision Tree

      Global Search is a Toolbar Menu shortcut to Guest Search, Reservation Search and Company/Travel Agent Search.
       

      • Information
      • Use
      • Add Button

      Information

      Global Search is a Toolbar Menu shortcut to Guest Search, Reservation Search and Company/Travel Agent Search.

      Guest Search can be used to add, edit or merge a Guest Profile as well as lookup or add new members when connected to a Membership Interface.

      Reservation Search is an advanced search utility to look up an existing Reservation using a wide range of search criteria.

      Company/Travel Agent/Wholesaler Search is a central look up utility for any active or inactive Company, Travel Agent or Wholesaler.

      Toolbar Menu Reservation Search enables quickly locating a Reservation by Guest Name, Reservation Number or Area Description.

      Guest Search

      A Guest Search can be performed using the following options with the ability to filter matches by Guest Type or Guest Status.

      Search Option Details
      ABN Searches for an exact match on the value entered.
      Account Number Searches for an exact match on the value entered.
      Custom Fields Displays in the list of options using the System Label of the custom field.
      Email Partial values entered will search the first part of the email address for a match.
      External Reference Number Searches for an exact match on the value entered.
      Gift Card Number Searches for an exact match on the value entered.
      Group Name Partial values entered will search the first part of the name field selected.
      Guest Name Option to search for Surname + Given or Given only.
      Must enter a minimum of 3 characters to search.

      Partial values entered will search the first part of the name field selected.

      Surname + Given will search the Surname field for a match followed by the Given if a space is between the search criteria entered.
      Guest Number Searches for an exact match on the value entered.
      Phone Matches the value entered with the Phone AH, Phone BH, Phone or Mobile field on the Guest Profile.

      Mobile numbers can be entered with or without a country code and will be matched appropriately using the last 9 digits.
      Post Code Searches for an exact match on the value entered.
      Tax Invoice Number Searches for an exact match on the value entered.
      Delete

      Reservation Search

      A Reservation Search can be performed using the following options with the ability to filter matches by Reservation Status or perform a search using set Date Filters.

      Search Option Details
      ABN Searches for an exact match on the value entered.
      Account Number Searches for an exact match on the value entered.
      Activity Partial values entered will search the first part of the Activity.
      Area Partial values entered will search the first part of the Area.
      Booking Source Partial values entered will search the first part of the Booking Source.
      Category Partial values entered will search the first part of the Category.
      Company Partial values entered will search the first part of Company.
      Custom Fields Displays in the list of options using the System Label of the custom field.
      Email Partial values entered will search the first part of the email address for a match.
      Event Name Partial values entered will search the first part of the Event Name.
      Event Number Searches for an exact match on the value entered.
      External Reservation Number Searches for an exact match on the value entered.
      Group Allotment Partial values entered will search the first part of the name field selected.
      Group Name Partial values entered will search the first part of the Group Name.
      Guest Name Option to search for Surname + Given or Given only.

      Must enter a minimum of 3 characters to search.

      Partial values entered will search the first part of the name field selected.

      Surname + Given will search the Surname field for a match followed by the Given if a space is between the search criteria entered.

      Searches the Primary Guest and any Secondary Guests on all current and future Reservations for a match.
      Guest Number Searches for an exact match on the value entered.
      Guest Status Searches for an exact match on the value entered.
      IATA Searches for an exact match on the value entered.
      Invoice Number Searches for an exact match on the value entered.
      Market Segment Partial values entered will search the first part of the Market Segment.
      Member Number Searches for an exact match on the value entered.
      Online Confirmation Number Searches for an exact match on the value entered.
      OTA Reference Fields Partial values entered will search the first part of the OTA Reference field selected.
      PABX Extension Searches for an exact match on the value entered.
      Phone Matches the value entered with the Phone AH, Phone BH, Phone or Mobile field on the Guest Profile.

      Mobile numbers can be entered with or without a country code and will be matched appropriately using the last 9 digits.

      Mobile numbers will search the Primary Guest and any Secondary Guests on all current and future Reservations for a match.
      Post Code Searches for an exact match on the value entered.
      Privacy Opt In Searches for an exact match on the value entered.
      Rate Type Partial values entered will search the first part of the Rate Type.
      Receipt Number Searches for an exact match on the value entered.
      Repeat Number Searches for an exact match on the value entered.
      Reservation Number Searches for an exact match on the value entered.
      Travel Agent Partial values entered will search the first part of the Travel Agent.
      VIP Code Partial values entered will search the first part of the VIP Code.
      Voucher Number Searches for an exact match on the value entered.
      Wholesaler Partial values entered will search the first part of the Travel Agent with a Travel Agent Type set as 'Wholesaler'.
      Delete

      Company / Travel Agent / Wholesaler Search

      The following options are available for the Company/Travel Agent Search with the ability to search for Active, Inactive or All as well as the option to only search for a Company, Travel Agent or Wholesaler.

      Search Option Details
      ABN Searches for an exact match on the value entered.
      Email Partial values entered will search the first part of the email address for a match.
      IATA Searches for an exact match on the value entered.
      Name Must enter a minimum of 3 characters to search.

      Partial values entered will search the first part of the Name.
      Trading As Must enter a minimum of 3 characters to search.

      Partial values entered will search the first part of the Trading As.
      Web Address Partial values entered will search the first part of the web address for a match.
      Delete


      Delete

      Category, Area, Company, Travel Agent, Wholesaler, Booking Source, Reservation, Guest and Rate are default System Labels that can be customised.

      Users will require Security Profile access to use this feature.


      • Use
      • Add Button

      Use

      1. Select the 'Global Search' icon in the Toolbar Menu of RMS.
      2. Select Guest Search, Reservation Search or Company/Travel Agent/Wholesaler Search.
      3. Guest Search: Perform a Guest Search.
      4. Reservation Search: Perform a Reservation Search.
      5. Company/Travel Agent/Wholesaler Search:
        1. Select a Field to Search.
        2. Optional: Select the checkbox for Company, Travel Agent and/or Wholesaler.
        3. Optional: Select 'Active', 'Inactive' or 'All'.
        4. Enter the Search Criteria and press 'Enter'.


      Delete

      A minimum of 3 characters must be entered to search.


      • Guide
      • Add Button

      Guide

      Select the 'Global Search' icon in the Toolbar Menu of RMS.

      Select Guest Search, Reservation Search or Company/Travel Agent/Wholesaler Search.

      Guest Search: Perform a Guest Search.

      Reservation Search: Perform a Reservation Search.

      Company/Travel Agent/Wholesaler Search:

      Select a Field to Search.

      Optional: Select the checkbox for Company, Travel Agent and/or Wholesaler.

      Optional: Select 'Active', 'Inactive' or 'All'.

      Enter the Search Criteria and press 'Enter'.

      Entities matching the search criteria entered will be displayed.

       

      Use

      1. Select the 'Global Search' icon in the Toolbar Menu of RMS.
      2. Select Guest Search, Reservation Search or Company/Travel Agent/Wholesaler Search.
      3. Guest Search: Perform a Guest Search.
      4. Reservation Search: Perform a Reservation Search.
      5. Company/Travel Agent/Wholesaler Search:
        1. Select a Field to Search.
        2. Optional: Select the checkbox for Company, Travel Agent and/or Wholesaler.
        3. Optional: Select 'Active', 'Inactive' or 'All'.
        4. Enter the Search Criteria and press 'Enter'.


      Delete

      A minimum of 3 characters must be entered to search.

      • Guide
      • Add Button

      Guide

      Select the 'Global Search' icon in the Toolbar Menu of RMS.

      Select Guest Search, Reservation Search or Company/Travel Agent/Wholesaler Search.

      Guest Search: Perform a Guest Search.

      Reservation Search: Perform a Reservation Search.

      Company/Travel Agent/Wholesaler Search:

      Select a Field to Search.

      Optional: Select the checkbox for Company, Travel Agent and/or Wholesaler.

      Optional: Select 'Active', 'Inactive' or 'All'.

      Enter the Search Criteria and press 'Enter'.

      Entities matching the search criteria entered will be displayed.

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