Global Search
Use the Toolbar Menu Global Search to find a Reservation, Guest, Company, Travel Agent or Wholesaler in RMS.
Global Search is a Toolbar Menu shortcut to Guest Search, Reservation Search and Company/Travel Agent Search.
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Information
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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 |
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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. |
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. |
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 |
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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. |
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'. |
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 |
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ABN | Searches for an exact match on the value entered. |
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. |
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Use
- Add Button
Use
- 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.
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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'.
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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
- 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.
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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'.
-
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.