Which plans include this feature?
Where can I find this feature using the top menu?
From the main menu bar on any page.
OverviewBack to top
Searching for a specific booking or Customer information you need is possible with our powerful search function at the top of any page in your account.
Using the account search functionBack to top
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 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, the results list is scrollable.
|The scrollable results window may take a few extra seconds to load if your search term generates many matches.|
Supported search termsBack to top
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
- Phone numbers
- 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:
Viewing past resultsBack to top
When not actively searching, the Recent Searches list displays up to the last ten (10) successful searches.
Using Quick LinksBack to top
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.
Clearing the searchBack to top
Select the X to the right of the search bar to clear the current search and start over.
Frequently Asked QuestionsBack to top
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, invoice results display first, followed by Customer/Guest details, and finally, system pages, such as reports.