Reservation Source View

This table explains the nodes and fields most commonly used for a group sales reservations query and the types of information they provide.

Node Name

Description

Group Sales Reservation

This is the top node in a group reservation query that provides information you’d find on the main reservation page, such as the arrival date, arrival time, important notes, etc.

Commonly Used Fields

  • Arrival Date

  • Name (Reservation Name)

  • Important Notes

  • Information from Amounts and Due Dates (Deposit Amount, Deposit Due Date, Order Balance Due)

Contact

Pulls information about the contact for a group reservation — the patron on the order for groups booked by Individual constituents or the person listed as the contact for groups booked by organization constituents.

Commonly Used Fields

  • Contact/Name

  • Contact/Last/Organization/Group/Household (Last Name)

  • Contact/First Name

Contact Address

 

Pulls the contact’s address from the Reservation Summary Tab on the reservation. This provides the address the contact is using for the reservation, even if it's not their primary address.

Commonly Used Fields

  • Contact Address/Address

  • Contact Address/City

  • Contact Address/State or Contact Address/State Abbreviation

  • Contact Address/Zip

Contact Email Address

Pulls the contact’s email address from the Reservation Summary Tab on the reservation.

Commonly Used Fields

  • Contact Email address/Email address

  • Contact Email address/Email address type

Contact Phone

Pulls the contact’s phone number from the Reservation Summary Tab on the reservation.

Commonly Used Fields

  • Contact Phone/Number

  • Contact Phone/Phone type

Itineraries

Pulls the information about itineraries of a group. Expand this node to view information about items on a itinerary such as programs, program events, and staffing resources.

Commonly Used Fields

  • Itineraries/Group Type

  • Itineraries/Start date and time

  • Itineraries/End date and time

  • Itineraries/Attendees/Price Type

  • Itineraries/Attendees/Quantity

Notes

Pulls details about notes added to the Go to Documentation area of a reservation.

Commonly Used Fields

  • Notes/Notes

  • Notes/Title

  • Notes/Type

  • Notes/Date Entered

Order

Pulls information from the reservation's sales order. This node provides the same fields as the sales order query.

Commonly Used Fields

  • Order/Amount

  • Order/Lookup ID (the order preceded by 8-)

  • Order/Sales Order Status (the current status of the order, for example: Complete, Cancelled, Confirmed)

  • Order/Constituent (the patron on the order; use this field if you need an organization rather than the contact)

  • Order/Sales Order Payment/Amount

Rate Scale

Pulls information about the flat rate scale on a group sales reservation.

Commonly Used Fields

  • Rate Scale/Rate scale Name

  • Rate Scale/Include all programs, Include all fees, etc. (Indicates what the flat rate scale is configured to include)

Status History

Pulls information about the status changes (Complete, Confirmed, Cancelled, etc.) on a reservation.

Note: Use these fields only when you need information about status changes.

Commonly Used Fields

  • Status History/Comments

  • Status History/Status

  • Status History/Status Date