Searching your Checkfront account

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Plan Availability: ✓ Soho | ✓ Pro | ✓ Plus | ✓ Enterprise  | ✓ Flex |
Locate: Main menu bar on any page.
Prerequisites:

• The Search function is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.

 

New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information. Discover more product-related help articles here: Products (New).

 

In this article, we review how to use the account menu bar search function.

 

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Searching for specific booking or Customer information that you need is possible with our powerful search function found at the top of any page in your account.

 

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To start searching by term, click the Search icon at the top of any page.

 

Once selected, a search bar displays where you type your search terms. A dropdown window also shows Recent Searches and helpful Quick Links.

 

Do you want to search for a term quickly? A shortcut to start searching right from your keyboard is to select the forward slash [/] key and just start typing. Keyboard arrow keys [↑] [↓] can be used to navigate results. Click the [Enter] / [Return] key to confirm your choice.

 

As you start typing, the system dynamically displays results based on the search term entered. Click on each result to access the related resource.

A maximum of ten (10) results are listed at once. If more than ten (10) entries match your term, then the results list is scrollable.

 

If your search term generates many matches, then the scrollable results window may take a few extra seconds to load.

 

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Multiple types of information are supported when searching. These include:

• Booking information
• Booking IDs
• Invoice notes (any text or keyword)
• Keywords from any non-archived Booking Form fields
• Customer/Guest information
• Names
• Phone numbers
• Emails
• Guest details
• Keywords from any non-archived Guest Form fields
• System pages, including reports

 

For steps on how to search for a Customer's phone number specifically, feel free to visit: How do I find a Customer by phone number?

 

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When not actively searching, the Recent Searches list displays up to the last ten (10) successful searches.

 

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Quick Links display beneath results in the search area and point to commonly used areas in the system that include:

• Booking Index
• Sales Report
• Daily Manifest
• Inventory Calendar

 

Quick Links are stationary and cannot be customized at this time.

 

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To clear the current search and start over, select the X to the right of the search bar.

 

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• If multiple categories of results match my search term, is there a certain order they display in?

  Yes, if different types of information match your search term, then invoice results display first, followed by Customer/Guest details, and finally system pages, such as reports.