Relationships - Account

Relationships define the associations between and among individuals, companies, travel agents, groups, sources, and other entities in Opera. Knowing that Jim Lawson is an employee of Alpha Sources, Inc.; that Tim Marks is the spouse of VIP Sandra Haley; or that Susan Brandt is a contact for CountyWide Bank, for example, can aid in decision-making and in providing good customer service. In addition, when a relationship has been set up between profiles, one profile may be allowed to share negotiated rates with another by virtue of their relationship.

Relationship types may be configured to describe the associations between and among profile types (e.g., individual, contact, company, travel agent, source, and group), as well as between and among other entities (e.g., hotels, vendors, business blocks, activities, etc.) which may have relationships you wish to recognize when working in Opera. (Relationship types are set up in Configuration>Profiles>Relationship Types. See Relationship Types for details.)

Once relationship types are set up, you may use the Account Relations screen to assign those relationships to account profiles. Account profiles include company, travel agent, and source profiles. To access the Account Relations screen, select the Relationship button from the Account Profile screen Account Options menu.

Note: For information on assigning relationships to contacts, see Relationships - Contacts. For information on assigning relationships to individuals and groups, see Relationships - Profile.

The Account Relations screen lists the relationships that have been set up for the current account profile.

The following information is displayed in the Account Relations screen.

Account Name. Profile which shares the relationship with the current profile. The profiles are divided into groups: Company, Vendor, Source, Travel Agent Individual/Contact. Click on the plus sign to the left of the group entry to see the names of the profiles belonging to that group which have a relationship with the current account. Click on plus signs next to those entries that are exposed to drill down to see the full hierarchy of relationships.

X. An X in this column indicates that this relationship is the primary relationship of its relationship type. (The relationship type is shown in the Relationship column.)

Current. Available when the Profiles>Advanced Relationships application functions are set to Y. Name of the current profile.

Relation. Displays the type of relationship the current profile has with the related profile. Select the down arrow to change the type of relation. The options that are available for the profile type the user is positioned on is based on the type of profile that is selected for the Related field.

To. Name of the profile that the current profile has been setup to have a relationship with. Select the ellipsis button to display the Profile Search screen and to select another relationship profile. Selecting this button will only display the Profile types that are associated with the Has Relation field. For example, if the Has Relation field displays Individual, then the profile search will display only the profiles listed as individuals.

Client ID/IATA. Client ID or IATA number associated with the profile.

Has Relation. Available when the Profiles>Advanced Relationships application functions are set to Y. Displays the type of relationship the Related profile has with the current profile. This field is automatically populated based on what is populated in the first Has Relation field.

To view the profile identified in the Company Name column (that is, the profile which the current profile shares the relationship), highlight the relationship record and select the Display button. You may also double-click on the name in the Company Name field.

Function Buttons

Hierarchy. Available when the Profiles>Advanced Relationships and Profiles>Relationship Hierarchy application functions are set to Y. If the current profile is a Company, Travel Agent, or Source, select this button to display the current profile’s hierarchical position in a “tree view” style diagram. If another account is selected from the diagram, then the user is returned to the Profile Relationships screen refreshed with the selected account as the current profile (See Relationship Hierarchy for details).

Primary. Make the highlighted relationship the primary relationship of its relationship type. This button is available if the currently highlighted relationship is not already the primary relationship. If multiple relationships of a specific relationship type are created, one must be the primary. By default, the first-created (or only) relationship of a relationship type is the primary.

Profile. View the profile identified in the Relation Name column (that is, the profile which the current profile shares the relationship).

Delete. Select to delete the highlighted relationship.

New. Select to create a new relationship.

Adding Relationships

In broad terms, adding a new relationship consists of selecting the relationship type, then choosing the profile with which the current profile is to share the relationship. (The sharing profile must already exist; you cannot create new profiles as part of setting up a relationship.)

To create a new relationship, select the New button on the Profile Relationship screen. The Relationships types list of values appears. Select the relationship type you wish to create for the current profile. For example, you might select the Spouse relationship type if you want to make known that the current profile is the spouse of another guest. Or you might select the Employee relationship type if the current profile is the employee of an account with which you do business.

When you have chosen a relationship type and select OK, the Profile Search screen appears. Use the Profile Search screen to choose the profile with which the current profile is to be related. The related profile must already exist; you cannot create a new profile at this point.

Note: You may not change the profile type shown in the Profile Search screen View By field when searching for the profile which will share the new relationship. The profile types which can be selected for a given relationship type are defined when the relationship type is configured.

Once the related profile has been selected, the new relationship appears in the Profile Relationship screen; in addition, a reciprocal relationship is automatically created for the profile which shares the relationship. For example, if you set up a Spouse relationship type for Todd Slater and select Susan Brandt as the profile that will share this relationship, Susan Brandt's Profile Relationship screen will automatically show the Spouse relationship with Todd Slater.

Managing Account Relationships

Note that the relationships described here for the Company Account Type may be applied to the other Account Types (Vendor,

Create a Relation : Company <-> Company

Select Accounts >Search from the Opera Main Menu.
The Search screen displays. Search for and Display the account for which you want to set up a relation.
The Accounts screen displays. Select the Relationships tab.
Highlight the Company line and select the New button.
The Account Search screen displays with the View By field populated with "Company". Search for the Company you wish to attached and mark the check box on the left of the Company Name field and select the OK button.
You will be taken back to the Relationships tab and the screen will display a `+`sign on the left of the Company line.
Double-click on the plus `+`sign and the tree will expand to show the account you searched for. Under the relationship column you will see the corresponding relationship description. If this description is not correct, go to this cell and with your left mouse button left-click once. If there are alternative options an arrow key displays on the right hand side of the cell and you can choose another description.
To see the attached Company, highlight the account name and select the Display button.
Click Save to save the relationship you have defined.

Create a Relation : Company <-> Travel Agent

Select Accounts >Search from the Opera Main Menu.
The Search screen displays. Search for and Display the account for which you want to set up a relation.
The Accounts screen displays. Select the Relationships tab.
Highlight the Travel Agent line and select the New button.
The Account Search screen displays with the View By field populated with "Travel Agent". Find the Travel Agent you wish to attached and mark the check box on the left of the Name field and select the OK button.
You will be taken back to the Relationships tab and the screen will display a `+`sign on the left of the Travel Agent line.
Double-click on the plus `+`sign and the tree will expand to show the account you searched for. Under the relationship column you will see the corresponding relationship description. If this description is not correct, go to this cell and with your left mouse button left-click once. If there are alternative options an arrow key displays on the right hand side of the cell and you can choose another description.
To see the attached Travel Agent, highlight the account name and select the Display button.
Click Save to save the relationship you have defined.

Create a Relation : Company <-> Source

Select Accounts >Search from the Opera Main Menu.
The Search screen displays. Search for and Display the account for which you want to set up a relation.
The Accounts screen displays. Select the Relationships tab.
Highlight the Source line and select the New button.
The Account Search screen displays with the View By field populated with "Source". Find the Company you wish to attached and mark the check box on the left of the Name field and select the OK button.
You will be taken back to the Relationships tab and the screen will display a `+`sign on the left of the Source line.
Double-click on the plus `+`sign and the tree will expand to show the account you searched for. Under the relationship column you will see the corresponding relationship description. If this description is not correct, go to this cell and with your left mouse button left-click once. If there are alternative options an arrow key displays on the right hand side of the cell and you can choose another description.
To see the attached Source, highlight the account name and select the Display button.
Click Save to save the relationship you have defined.

Create a Relation : Company <-> Vendor

This line is only visible if you are using the Opera Sales & Catering module.

Select Accounts >Search from the Opera Main Menu.
The Search screen displays. Search for and Display the account for which you want to setup a relation.
The Accounts screen displays. Select the Relationships tab.
Highlight the Vendor line and select the New button.
The Account Search screen displays with the View By field populated with "Vendor". Find the Company you wish to attached and mark the check box on the left of the Name field and select the OK button.
You will be taken back to the Relationships tab and the screen will display a `+`sign on the left of the Vendor line.
Double-click on the plus `+`sign and the tree will expand to show the account you searched for. Under the relationship column you will see the corresponding relationship description. If this description is not correct, go to this cell and with your left mouse button left-click once. If there are alternative options an arrow key displays on the right hand side of the cell and you can choose another description.
To see the attached Vendor, highlight the account name and select the Display button.
Click Save to save the relationship you have defined.

Create a Relation : Company <-> Individual

Select Accounts >Search from the Opera Main Menu.
The Search screen displays. Search for and Display the account for which you want to setup a relation.
The Accounts screen displays. Select the Relationships tab.
Highlight the Individual line and select the New button.
The Contact Search screen. Find the Contact/Individual you wish to attach and mark the check box on the left of the Name field and select the OK button.
You will be taken back to the Relationships tab and the screen will display a `+`sign on the left of the Individual line.
Double-click on the plus `+`sign and the tree will expand to show the account you searched for. Under the relationship column you will see the corresponding relationship description. If this description is not correct, go to this cell and with your left mouse button left-click once. If there are alternative options an arrow key displays on the right hand side of the cell and you can choose another description.
To see the attached Contact/Individual, highlight the name and select the Display button.

Click Save to save the relationship you have defined.