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Profile Options
Options menus contain arrays of buttons which you may select to access many of the major features supported by the OPERA profiles. An options menu is available from the Profile screen by selecting the screen's Options button. When the Enhanced Options Management application setting is activated (General>Parameters>Enhanced Options Management = Y), you can also access the Profile Options by entering Ctrl+T from the Profile Screen. The options menu that appears, and the buttons it offers, depends on the profile type from which you start and on the parameters, functions, settings, and licensed features for the OPERA installation. The option button selections are listed in the following table; the table also shows the profile types to which each option applies.
When the Enhanced Options Management application setting is activated (General>Parameters>Enhanced Options Management = Y) you can quickly open the desired option on the menu by:
Typing less than three letters of the option button label. The system matches the first option in alphabetical order that begins with that letter and makes the button label bold. For example, if you only typed A, the system would make bold the first option in alphabetical order that begins with A, such as Accompanying. You can advance through all options beginning with A, such as Accompanying, Add on, Agent/Company, and Alerts by continuously pressing A. In this case, to select the bolded option and open the menu, press the Enter key.
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Individual |
Contact |
Company |
Agent |
Source |
Group |
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Add On: Create an add-on profile. Available when the Profiles>Profile Add On application function is set to Y. |
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Attachment: Work with mail-merge files. |
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Campaign Stats: View campaign statistics for the profile. The OCMM Dashboard screen opens. |
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Changes: View a record of user activity. |
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Claims: View, edit or add a membership claim for the profile. |
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Commission: Process commissions payments. |
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Credit Cards: Available when the Profiles>Profile Credit Card application parameter is set to Y, maintain credit card information. |
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Delete: Delete a profile. |
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Enrollment: Work with loyalty enrollment options. |
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Extract: Executes extractions for mail merges. |
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Future: Manage details of future reservations. |
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Guest List: Define the guest list for the profile's E-Certificate consumption. |
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History: Show detailed historical stay statistics. |
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Lookup: Search for profiles in an external system. |
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Memberships: Show guest's loyalty programs. |
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*See notes below |
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Merge: Combine duplicate profiles. When the Profiles>Restrict Profile Name Change After Folio Creation application parameter is set to Y, this button is inactive as the merge of profiles would take on a new name and a Profile name can't be modified after a folio or invoice has been generated for the Payee and/or Guest when this parameter is active. |
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Neg. Cat. Pkgs: Set up negotiated catering packages. |
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Neg. Rates: Set up negotiated rates. |
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Notes: Attach notes to the profile. When a GAMING License is active for a property, the user will not be able to access (add, edit, or delete) the Notes for a profile with a membership type that is defined in the PTS MEMBERSHIP TYPE application setting. |
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Notifications: Available when Profiles>Profile Notifications application parameter is set to Y, attach profile notifications to display in specific areas of OPERA. |
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OCIS E-Certs: Issue E-Certificates to profile. |
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Overview: Review revenue for accounts. |
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Potential. (Available when the General>Potentials application function is set to Y.) Available in S&C and SFA, this button takes you to the Potential Search screen if there are potentials associated with the profile. Otherwise, you are directed to the Potential screen where you may create a new potential for the profile. |
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Preferences: Set up and manage preferences. |
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Privacy: Allows a guest to choose whether or not to receive promotional information, mailings, etc. |
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Relationship: Create relationships between profiles. |
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Requests: Request information product be sent. |
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Stay Statistics: Select to open the Stay Statistics Summary - Yearly screen and view a year-by-year overview of stay information for the current profile. |
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Resync: Allows for the resynchronization of a single profile record to OXI. |
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Scheduled Activities: Lists the activities for the current profile as received from the external activity scheduler system. |
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Stay Projections: View the profile's projected stay statistics from OCIS. For this button to be displayed, the PROFILES>STAY PROJECTION VIEW permission must be granted to user. |
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Subscription: Receive profile updates from OIS. |
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Virtual No.: Set up DID phone numbers. |
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Yield: Set up yield adjustments. |
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RFM Scores: View the computed RFM score for the profile. |
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*For ORS/OCIS only - When the Membership>Parameters>OCIS BOOKER PROGRAM is set to Y, the Memberships Option button is enabled for all profile types that are configured as Booker in the Membership Types setup. The Profile Types that are available for configuration as Booker are Contact, Company, Agent, Source, and Group. See Membership Types Setup and Maintenance - ORS/OCIS Only - Booker for more detail on configuring the Booker profile types.
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See Also
