LESSON 1:    Search Contacts

All Concierge Assistant Search Displays use the same, simple metaphor to access your data. First, you select the information you wish to present. You can key in any portion of the information you wish to select. For example: keying in "Barry" in the Last Name selection will select all entries for guests named Barry, Barrymore, Barryfield, etc.

When you right-click on the contact the menu    will appear. If you click on this you will be redirected to the Logbook entry panel.

If you wish to extract the information presented in the grid to a file that can be imported into any spreadsheet or word-processing program just press the Extract button and a file named CAContacts.csv will be created. An example of this feature would be to create an internal telephone directory. This file can then be formatted for distribution to team members who do not use the Concierge Assistant.

Contacts | Lesson  2 | Lesson  3 | Lesson  4| Lesson  5| Lesson  6| support@goldkeysolutions.com | 818-865-0006 | GoldKeySolutions.com

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