Find and fix reservations with missing How-Heard info |
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Q. I don't like to leave the How-heard information blank on reservations, but sometimes my staff forgets to enter it. Is there an way to force this to be entered, or at least an easy way to find the ones that don't have it?
We'll be allowing compulsory fields later, but in the meantime here's an easy way to find the missing ones:
1. Go to Reservations / Find Reservation (or just press Ctrl-F)
2. Click the "Reservation Filtering" button.
3. In the How Heard list in the lower left, select "(Unknown)" -- it's at the bottom of the list.
4. Uncheck both the "Filter by date" and "Filter by" boxes.
That should list all reservations missing the How Heard -- double-click each one to get to Reservation Details and fill in the How-Heard field.
Before closing the Find Reservation dialog, you might want to check the "Filter by" box again so it doesn't waste time showing all reservations next time you open it.