Search for a CC Auth with the Folder Name

53 votes

Be able to search for CC Auths with the folder name we chose. Right now you have to search by email and that is more time consuming.

Done Suggested by: Angie (13 Jun, '24) • Upvoted: 06 Jan • Comments: 24

Comments: 24

04 Jun, '24
A Merged
The ability to search by filename and folder name was recently removed. Terrible change
4
04 Jun, '24
Francis Gerard Dizon Merged
Currently the search button/field is only for confirmation number.

I would like to request to have the search button updated so that we can filter/search by file name like the old version of the site.

Thank you.
1
06 Jun, '24
Benjamin Davis Merged
Our workflow when sending CC auths is to input the confirmation number, guest name, and check-in date as the folder name. When we need to search for a Sertifi, we need to be able to search by the confirmation number in the folder name which is not currently possible.
Since the update to the new UI, admins are currently unable to locate Sertifis except with the signer's email which we often do not have access to, so it is currently very challenging to locate Sertifi files when we need to verify the information on them.
2
07 Jun, '24
Lisa Merged
Under view authorizations it comes up to search under confm nbr and does not give an option to search by (file name, now Folder Name). even under advanced it does not give this option. Also i do not see a "Folder Maintenance Page" to view the files/folders, i only see a "View Authorization" tab ? why is that?
1
09 Jun, '24
Anonymous Merged
The functionality to search by file and folder name should be added. This should not have been removed.
2
10 Jun, '24
Jennifer Mazzella Merged
We used to be able to search by file name. This platform only allows search by reservation details. We use Sertifi forms for F&B and they would not have a hotel confirmation# and I do not know the participant's e-mail address.
1
10 Jun, '24
Robert Merged
Some authorization forms do not have a confirmation number or first/last name. For example, group or meeting blocks. Allowing more search functionality to include a keyword field would make things a lot easier.
12 Jun, '24
Maille D Merged
Would love to be able to search by the name of the folder/file in addition to the other criteria.
2
17 Jun, '24
Anthony Michals Admin
Hello,

Thank you for submitting your idea to our Ideas Portal! Our product team is currently reviewing your request and working on a solution for a future release. We will keep you updated on the progress through this request.
2
17 Jun, '24
Anthony Michals Admin
"Search by Folder Name" (suggested by <Hidden> on 2024-06-12), including upvotes (1) and comments (0), was merged into this suggestion.
1
17 Jun, '24
Anthony Michals Admin
"Search by Folder name" (suggested by <Hidden> on 2024-06-10), including upvotes (1) and comments (0), was merged into this suggestion.
1
17 Jun, '24
Anthony Michals Admin
"Search By File and Folder Name" (suggested by <Hidden> on 2024-06-09), including upvotes (1) and comments (0), was merged into this suggestion.
1
17 Jun, '24
Anthony Michals Admin
"under view authorizations- instead of searching by search confm nbr let us search by folder name" (suggested by <Hidden> on 2024-06-07), including upvotes (1) and comments (0), was merged into this suggestion.
1
17 Jun, '24
Anthony Michals Admin
"Ability to seach auths by folder name" (suggested by <Hidden> on 2024-06-06), including upvotes (1) and comments (0), was merged into this suggestion.
1
17 Jun, '24
Anthony Michals Admin
"Search button" (suggested by <Hidden> on 2024-06-04), including upvotes (1) and comments (0), was merged into this suggestion.
17 Jun, '24
Anthony Michals Admin
"Search By FIlename and Folder Name" (suggested by <Hidden> on 2024-06-04), including upvotes (1) and comments (0), was merged into this suggestion.
18 Jun, '24
Graydon Merged
Why can we no longer search by the event name. It is imposable to find authorizations with the new system
18 Jun, '24
Anthony Michals Admin
"search by event name" (suggested by <Hidden> on 2024-06-18), including upvotes (1) and comments (0), was merged into this suggestion.
10 Jul, '24
Yohana Merged
Enable being able to search for payments autorization by folder name, filter by email takes a long time to find.
Many times clients do not complete the sertifi and we have to search the pending statuses by email and it takes a lot of time; The previous version did allow searching by folder name.

We hope solve it soon, thank you.
1
17 Jul, '24
Anthony Michals Admin
"Enable search authorization by folder name" (suggested by <Hidden> on 2024-07-10), including upvotes (1) and comments (0), was merged into this suggestion.
1
08 Aug, '24
Jenny Brackett Merged
If File is named a consecutive string of letters/numbers/symbols, you are unable to search individually for the words when combined
(EX: Smith/joe_080824_Marriott_Folio1234)
The above example is only searchable by Smith and everything in exact consecutive order. Sometimes it takes an hour or longer to try and find a file someone created for payment.
21 Aug, '24
Anthony Michals Admin
Thank you for your valuable feedback! We are excited to let you know that the ability to search for folders by their folder name has been added in a recent production release.

To use this feature, simply navigate to the "View Authorizations" page and select "Folder Name" from the dropdown menu in the search options. You can then enter the folder name in the search field to quickly locate it.

Additionally, if you'd like to set "Folder Name" as your default search criteria, click the gear icon next to the "View Authorizations" header. This will allow you to customize your default view and search options for a more seamless experience.

We hope this update simplifies your workflow and makes searching easier. Thank you again for your suggestion, and we look forward to hearing more ideas from you in the future!
21 Aug, '24
Anthony Michals Admin
"Easier to search for Sertifi" (suggested by <Hidden> on 2024-08-08), including upvotes (1) and comments (0), was merged into this suggestion.
15 Nov, '24
Anthony Michals Admin
"More Search Options" (suggested by <Hidden> on 2024-06-10), including upvotes (1) and comments (0), was merged into this suggestion.