LESSON 1: Search Patron Profiles
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
"Wilson" in the Last Name selection will select all profiles for the last name of
Wilson.
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Then you tell us how you want the data to be sorted. Press the search key
and the results will be displayed as illustrated in the next panel
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To create a file of the selected guest information that may be imported into your
spreadsheet or word processing program select the Export File option and press the
Extract button. The file CAExtract.csv will be written to your C Drive.To print Telephone or Fax Listings for the selected Guests simply select the appropriate option and press the Extract button. An example report is illustrated here: |
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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
"Wilson" in the Last Name selection will select all profiles for the last name of
Wilson.
Then you tell us how you want the data to be sorted. Press the search key
and the results will be displayed as illustrated in the next panel
To create a file of the selected guest information that may be imported into your
spreadsheet or word processing program select the Export File option and press the
Extract button. The file CAExtract.csv will be written to your C Drive.