OwnerRez Users can search or use tags as filters when searching Bookings, Quotes, Inquiries, Contacts or Guests and Properties. The search and filter by tags is essentially the same process but we will detail both processes below.
Search Tags
OwnerRez Users may have created many, many tags and need the ability to search within the OwnerRez Tags area to locate a specific tag. Looking for the Boat Rental tag? Below we will detail how to search for a specific tag.
Navigate to the Tags area by going to Settings > Workflow & Devices > Tags. Click on Filter.
In the Filter popup window, we will add our search term. In this case, boat, for Boat Rental. Click on Apply.
Notice that you can search for Enabled, Disabled and Any Status in the Status drop down list as shown below.
You can also Reset your search by clicking on the lower left Reset drop down list to select the System Default or to Clear (Show All) your search.
See below the search results for boat, reveals our Boat Rental tag.
Filter by Tags
For this example, we are in the Bookings tab. Click on the Filter button.
Let's say that your team needs more time to prepare for Anniversary or Birthday trips, so Early check-ins are NOT allowed. Guest Sarah Johnson has an Anniversary trip tag associated with her booking and has requested an Early check-in.
While Guest Mary Jones only has a Birthday trip tag associated with her booking.
Let's use the booking filter and add the "Has Any of These Tags" tag criteria for both Anniversary or Birthday trips and select Search.
- Has Any of These Tags means that the one (or more) tags WILL be displayed or sent via a trigger.
- Has None of These Tags means that the one (or more) tags WILL NOT be displayed or sent via a trigger.
The search results display that both the Sarah Johnson and Mary Jones bookings are highlighted with the property color, while other bookings that do NOT have either Anniversary or Birthday trips tags associated with the bookings are greyed out.
Now let's add the "Has Any of These Tags" tag criteria for Anniversary or Birthday trips and select the "Has None of These Tags" of an Early check-in to see those results.
Our search results indicate that only the Mary Jones booking has the required additional time for your team to prepare for her Birthday trip adequately.
As you can see, ALL tag criteria must be met for results to display in the Booking Views, the Quote, Guests, Owners, and Properties grids, as well as in the Create Triggers section.
Want to make sure that your triggers will fire correctly? A good test would be to apply tag criteria to the Booking Filter to verify tag results before you apply tag criteria to your trigger configuration.
At the bottom right of the Filter window, click on Search. You can also Reset your search or Cancel it as shown below.