Adding Identification Information to a Profile

Profiles contain extensive information (including name, mailing address, email address, phone number, preferences, driver’s license, passport, and so on). You can add and edit identification information in the Identification panel.

1. In the OPERA Cloud menu, select Client Relations, select Profiles, and select Manage Profiles.
2. Enter or select values in the search fields and click Search.
3. In the OPERA Profiles search results, locate the profile and click the Profile Name.
4. Scroll to the Identification panel and click Show Masked Information to view masked information.
5. Click New to add identification documents to the profile. Enter an ID Type and an ID Number and additional details, such as Issued Place, Issued Country, Issued Date, and Expiration Date.
6. Click Save.
7. Click Edit to add or change personal details such as birth date, birth country, and so on.