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Searching, filtering & sorting files

Learn how to find existing TravelMind files quickly.

Updated over a week ago

You can search and filter dossiers using several fields. This helps you locate any client file within seconds.

How to search

  1. Go to any of the tabs in Files.

  2. At the top, enter a filter:

    • Client name

    • Traveler name

    • Creation date

    • Departure date

    • PNR / PO / Ticket number

  3. Click Search icon to view results.

📌 Screenshot: [Search]

Sorting your results

  • Click on any column header (e.g., Dossier No., Client, Destination, Departure Date) to sort.

  • Click once to sort ascending; click again to reverse order.

  • The default list shows your most recently opened dossiers.

💡 Tips

  • Double-click a dossier to open it directly.

  • Click Expand in the top right corner to return to your overview.

  • Use partial names or numbers for faster results (e.g., “Smith” or “BRU”).

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