1st Level Search: Searching for any static values on the record type (ie: enum, open field, date)

Example: Trips by Type / Bookings by Status / Inventories by Name

2nd Level Search: Searching for any static values on associated record, OR, searching for any relationship field on the record type.

Example: Bookings by Trip Status / Trips by Inventory Name OR Trips by Hotel Name

Filter: Field name

Example: Status / Type / Balance Date / Name

Query: Search value

Example: …

Basic Search #

Using basic search is as easy as typing in the value you would like to search by (ie Trip Name / Contact Name) in the search bar visible at the top of every page in Groupdesk. It is most effective using the Name field although other fields will yield results as well.

As you are typing in your value, results will start to appear in the table and will continue to update as you continue typing. You need at least 3 characters entered before the results will display.

Advanced Search #

Advanced Search is used by clicking the down arrow (⌄) on the right side of the search bar and then entering your filters and queries.

First Level Search #

Searching for any static values on the record type (ie: enum, open field, date)

Example: Trips by Type / Bookings by Status / Inventories by Name

• Filter = Field that you want to search by

  • (ie: Name / Status / Type / Year)

• Matches = Filter criteria of type of match

  • (ie: Match, Does not Match)

• Operator = Parameters you want the Value to match

  • (ie: Contains / Similar To / Equals / Greater Than)

• Value = What you want to search by

Second Level Search #

Searching for any static values on associated record, OR, searching for any relationship field on the record type.

• Filter: Value of associated record

  • (ie: Bookings / Trip / Inventory)

• Matches = Filter criteria of type of match

  • (ie: Match, Does not Match)

• Field: Field that you want to search by

  • (ie: Name / Status / Type / Year)

• Operator = Parameters you want the Value to match

  • (ie: Contains / Similar To / Equals / Greater Than)

• Value = What you want to search by

You can add multiple Filters and Queries to your search. If you add multiple Filters it means your results will have both values (Status AND Year). If you add multiple Queries it means your results will have any one of the values (Status could be Limited OR Active OR Completed)

Specific Search Examples / Common Searches: #

Search By ID #

One of the many ways to search for a record is to search by ID. This is helpful when searching for records that may have changed names as the ID will always remain the same. Searching for constant values will always produce more accurate results.

To search for a record by ID:

1. Copy the id from the url of any record type

   1. Example: groupdesk.io/record/1234567890

2. Select the record you would like to search for from the drop down

3. Open the Advanced Search

4. Filter

   1. Filter: ID

   2. Matches

   3. Query

      1. Operator: contains

      2. Value: record id

5. Click Search

1. Copy the id from the url of any record type

   1. Example: groupdesk.io/record/1234567890

2. Select the record you would like to search for from the drop down

3. Open the Advanced Search

4. Filter

   1. Filter: Trip

   2. Matches

   3. Field: ID

   4. Query

      1. Operator: contains

      2. Value: record id

5. Click Search

Bookings by Booking Status #

To search for Bookings by Status:

1. Select Bookings from the drop down

2. Open the Advanced Search

3. Filter

   1. Filter: Status

   2. Matches

   3. Query:

      1. Operator: equals

      2. Value: Active

4. Click Search

1. Select Bookings from the drop down

2. Open the Advanced Search

3. Filter

   1. Filter: Status

   2. Matches

   3. Query:

      1. Operator: equals

      2. Value: Active

      3. Value: Overdue

      4. Value: Pending

4. Click Search

Bookings by Trip Code #

To search for Bookings by Trip Code:

1. Select Bookings from the drop down

2. Open the Advanced Search

3. Filter

   1. Filter: Trip

   2. Matches

   3. Field: Code

   4. Query:

      1. Operator: contains

      2. Value: trip code

4. Click Search

Contacts by Trip Code (Interest List) #

To search for Contacts by Trip Code:

1. Select Contacts from the drop down

2. Open the Advanced Search

3. Filter

   1. Filter: Trips

   2. Matches

   3. Field: Code

   4. Query:

      1. Operator: contains

      2. Value: trip code

4. Click Search

Bookings by Referred By (Rep) #

To search for Bookings by Referred_By Name:

1. Select Bookings from the drop down

2. Open the Advanced Search

3. Filter

   1. Filter: Referred_By

   2. Matches

   3. Field: Emails

   4. Query:

      1. Operator: contains

      2. Value: contact email

4. Click Search

Search by Trip Planner #

To search bookings by Trip Planner:

1. Select Bookings from the drop down

2. Open the Advanced Search

3. Filter

   1. Filter: Trip Planners

   2. Matches

   3. Field: Emails

   4. Query:

      1. Operator: contains

      2. Value: trip planner email

4. Click Search

To search Trips by Trip Planner:

1. Select Trips from the drop down

2. Open the Advanced Search

3. Filter

   1. Filter: Contacts

   2. Matches

   3. Field: Emails

   4. Query:

      1. Operator: contains

      2. Value: trip planner email

4. Click Search

Bookings by Inventory Name #

To search for Bookings by Inventory Name:

1. Select Bookings from the drop down

2. Open the Advanced Search

3. Filter

   1. Filter: Inventory

   2. Matches

   3. Field: Name

   4. Query:

      1. Operator: contains

      2. Value: inventory name

4. Click Search

Search Trips by Inventory Name #

To search for Trips by Inventory Name:

1. Select Trips from the drop down

2. Open the Advanced Search

3. Filter

   1. Filter: Inventory

   2. Matches

   3. Field: Name

   4. Query:

      1. Operator: equals

      2. Value: inventory name

4. Click Search

Search Inventory by Trip Names #

To search for Inventories by TripsName:

1. Select Inventories from the drop down

2. Open the Advanced Search

3. Filter

   1. Filter: Trips

   2. Matches

   3. Field: Names

   4. Query:

      1. Operator: equals

      2. Value: trip name

         You can add multiple queries depending on what you are trying to trying search for

4. Click Search

Search Transactions by Date Created #

To search for Transactions by Date Created:

1. Select Transactions from the drop down

2. Open the Advanced Search

3. Filter

   1. Filter: Date Created

   2. Matches

   3. Query:

      1. Operator: equals

      2. Value: desired date

4. Click Search

Search Activities by Assigned To #

To search for Activities by Assigned To:

1. Select Activities from the drop down

2. Open the Advanced Search

3. Filter

   1. Filter: Assigned To

   2. Matches

   3. Field: Last Name

   4. Query:

      1. Operator: equals

      2. Value: contact (user) last name

4. Click Search

Search Catalogs by Type #

To search for Catalogs by Type:

1. Select Catalogs from the drop down

2. Open the Advanced Search

3. Filter

   1. Filter: Type

   2. Matches

   3. Query:

      1. Operator: equals

      2. Value: hotel

4. Click Search

Search Catalogs by Brand #

To search for Catalogs by Type:

1. Select Catalogs from the drop down

2. Open the Advanced Search

3. Filter

   1. Filter: Type

   2. Matches

   3. Query:

      1. Operator: equals

      2. Value: brand

4. Click Search

Searching for Bookings without a Room Number #

1. Select Bookings from the drop down

2. Open the Advanced Search

3. Filter 1:

   1. Filter: Room Number

   2. Does Not Match

   3. Query:

      1. Operator: exists

      2. Value: [Leave blank/empty]

   4. Filter 2:

      1. Filter: Trip

      2. Matches

      3. Field: Code

      4. Query:

         1. Operator: contains

         2. Value: trip code

4. Click Search

Saving Searches #

Any search completed in Groupdesk can be saved by applying a browser bookmark or saving the Groupdesk URL outside of the system.