Keyword Search Within Client & Deal Pages

Michael Teague

It occurred to me, that it would be incredibly helpful to be able to search keywords within a profile. Due to the amount of correspondence that can happen in our industry for each reservation, it can be difficult to narrow find pertinent information quickly.

For example, I have a client that is one two cruises, one inclusive resort and a family trip over the next few years. A few times as a side note he has asked about a specific transportation for one of those trips. Months later, he is referring back to the conversation. Currently, it is possible to find that information, but it takes a good bit of time scrolling through messages.