BB Ownership Selection

When creating a new Business Block from the Account Profile the Primary Owner defaults to the sales representative that is attached to the User Name (login name). There can only be one (1) primary owner per record and this is what appears on the first Owner Field.  The Owner in the Rooms Section and the Catering Section are mutually exclusive and can have more than one Sales Manager attached.

Adding New / Additional Owners

• Select Business Block  > Search from the Main Menu.
• Using the Business Block search criteria find the record you wish to work with and  select the Display button.
• Go to either the Owner on the Header, Owner on the Rooms TAB or Owner on the Catering TAB and select the ellipsis button next to the Owner field.
• The Select Owner screen displays. The top grid displays all of the sales representatives available in OPERA. The lower grid displays the current sales representatives attached to this record (if any),  and shows the default owner. (The Primary flag check box should be marked if there is a single owner.)
• In the top grid, highlight the additional owner (a dark blue bar appears). Choose the Select button to move this owner to the lower grid.
• If required, change the Primary flag.
• Select the OK button.

Deleting Owners

Deleting an owner indicates that the sales representative selected is no longer part of this record.

• Select Business Block > Search from the Main Menu.
• Using the Business Block search criteria find the record you wish to work with and  select the Display button.
• Go to either the Owner on the Header, Owner on the Rooms TAB or Owner on the Catering TAB and select the ellipsis button next to the Owner field.
• The Select Owner screen displays. The top grid displays all of the sales representatives available in OPERA. The lower grid displays the current sales representatives attached to this record, and shows the default owner.
• In the lower grid,  highlight the owner you want to delete and choose the Un-select Button to move this owner to the lower grid.
• If required, change the Primary flag.
• Select the OK button, which will save and close this screen