Query Contacts

This option allows you to search for specific contacts such as companies, travel agents and individuals who have stayed or will stay at your hotel.

How to get here?

Query options

You can search for contacts using different search criteria, including last name and first name of the contact, company name, city, contact group, member number, and search or VAT number.

Detailed description

 

Item

Description

Description of the available options

Search

Click this button to search for a record that meets the entered criteria.

Close

Click this button to close the window.

New

Click this button to add a new record.

New sub contact

Click new sub contact to add a new contact.

Edit

Click this button change the details of the selected contact

Enrollment

Enroll the highlighted contact to selected CRS (BW or IHG)

GDPR

Option to register consent for data storage, deactivate or lock guest profile, delete or export data of guest profile

 

 

Description of the available fields with the right mouse click

New

Create a new contact

New sub contact

Create a new sub contact (a company contact has to be highlighted to do that.

Edit

Change the details of a contact

Delete

Delete a contact. Select a contact to transfer the historical data to or transfer these data to 'Unknown name, Unknown company'.

Attach

Choose attach to attach the selected contact to a company. This will turn the contact into a sub contact of the selected company.

Detach

Choose detach to detach the selected sub contact from a company.

The detached contact will remain a company contact profile. To turn the selected contact into an individual contact profile, click [Edit] and remove the entry in the Company field. Change further details, such as address details, as required.

Show all linked sub records

Shows all sub contacts of the highlighted contact

Set account owner

Enables to select the account owner

Set corporate account

Enables to select the corporate account for this contact

Reservations

Choose Reservations to view future reservations for the selected contact.

Guest history

Choose guest history to retrieve a list of all past reservations for the selected contact.

Leisure

Displays leisure activities of this guest profile

Documents

Choose document to view existing letters or create new letters for the selected contact.

New Document

Choose a new document to create.

Actions

Choose action to create an action for the selected contact.

copy to clipboard

Choose copy to clipboard to copy the address details and salutation to the workstations clipboard. When you open any text editor, you can paste the clipboard content onto the page.

Export to outlook

Choose export to outlook to export the details of the selected contact to Microsoft Outlook.

Restore columns

All columns can be moved across to suit your personal preferences. Choose [Restore columns] to return the columns to their original place, as programmed.

To move a column to a different position, click the column header, drag it to the desired spot, then drop it.