To create a list of profiles according to selected parameters, proceed as follows:
Ø Highlight a parameter in the left window of the tab Selection. Use the filter function to search for a specific parameter. The selection parameters are divided into the groups Guest data, History and Trails.
Ø Enter the respective value in the middle window using the following operators:
Operator |
Function |
!= |
unequal to e.g. City != London Does not list any guests from London. |
< |
smaller than e.g. Stays < 3 Lists all guests with less than 3 stays. |
<= |
smaller than or equal to e.g. Stays <= 3 Lists all guests with 3 or less stays. |
== |
equals e.g. Guest type == individual guest Only lists individual guests. |
> |
larger than e.g. Stays < 3 Lists all guests with more than 3 stays. |
>= |
larger than or equal to e.g. Stays <= 3 Lists all guests with 3 or more stays. |
in |
within an area e.g. Phone in 02000000000 | 02099999999 Lists all guests whose phone number starts with area code 020. |
not in |
excluding an area e.g. e.g. Phone not in 02000000000 | 02099999999 Lists all guests whose phone number does not start with area code 020. |
like |
like e.g.: Mother company like GUBSE Lists all companies containing the letters “GUBSE” in their name, such as GUBSE International, GUBSE AG, GUBSE Valencia, etc. In comparison: Mother company == GUBSE would list only mother companies called GUBSE, but not GUBSE International, GUBSE Valencia, etc. |
Ø Set the search parameter by clicking Add .
By default, the search also includes deleted guests. This parameter is set automatically when opening the guest selection; however, if this is not required, you can remove it by clicking Delete .
Use the field Scope to include one or all contact persons of company profiles in a selection on companies. To create an individual data set for the/each contact person linked to the company profile, activate the toggle-button Separate record.
Ø Click Search .
Figure 8: Entering parameters for a guest selection
SIHOT opens the tab Guest selection preview with all profiles corresponding to the search parameters.
Figure 9: List of selected profiles