Search a Company Profile (Cloud)
Company profiles store information about organizations that book reservations with your property, such as corporate accounts, negotiated rate partners, or local businesses. Maintaining accurate company profiles helps ensure reservations are linked to the correct company and supports consistent reporting and billing. The Company Listing screen displays all company profiles by default. Filters at the top of the page can be used to narrow the results and quickly locate a specific company.
Path: Sales and Marketing > Company > Search
Instructions
1. When the Company Listing screen opens, all company profiles are displayed in the results grid. Review the list to locate the desired company profile.
2. To narrow the results, use one or more of the filters at the top of the screen:
- Start Company: Displays companies starting from a selected name/number.
- Ending Company: Displays companies ending with a selected name/number.
- Category: Filters companies by their assigned category.
3. Click Search to apply the selected filters, and double-click a company line in the results list to open the profile.
Understanding the Company Listing
The results grid displays key information for each company profile, including:
Company Identification
- Code: Internal identifier for the company
- Name: Company name
- Category: Company classification or type
Contact Information
- Contact: Primary contact person
- Phone: Contact phone number
- Email: Contact email address
Location
- State: Company location
This information helps staff quickly confirm that the correct company profile has been selected.
Tips for Finding Company Profiles
- Review the list carefully before creating a new company profile to avoid duplicates.
- Use the Category filter to narrow results when many companies exist in the system.
- If you are unsure of the exact company name, browse the list or adjust the Start Company and Ending Company filters.
- Maintaining accurate company profiles helps ensure reservations, reporting, and billing remain properly associated with the correct company.
Still Need Help With This Topic?
Ask Yourself:
- Did I check the company listing before creating a new company profile?
- Did I use the available filters to narrow the results?
Support May Ask You:
- What company name are you trying to locate?
- Is the company assigned to a specific category?
- Does the company appear under a slightly different name or spelling?
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