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CRM Contacts - Filter by Property Booked

Status: Requested 5 Votes
Kilkenny R
Dec 4, 2022 7:24 PM
Joined Jan, 2022 1 post

I want to be able to filter my CRM Contacts based on which property they booked.   Currently It looks like the only way to do this is assign a tag to each property and filter based on the tag, which is quite tedious.  

Rex C
Dec 5, 2022 5:43 PM
OR Team Member Joined Aug, 2021 46 posts

Hi Kilkenny team,

The CRM export will show how many bookings each guest has made with you, but not property details because there may be multiple properties if a guest stays a few times. It may be possible to include a "most recent property" column though, that's a good idea.

What you can do in the meantime is to use the Mailing List Detail Report which includes guest name, email address, stay dates, and property. You can use this to cross-reference or you could possibly merge the two spreadsheets together inside of Excel.