Adding Notes and Internal Comments to a Profile

OPERA Cloud enables you to add notes and internal comments to profiles. Typically, notes that are flagged as internal are not transmitted to external systems when the profile is sent out or is hidden on printed correspondence with the customer. To add notes and internal comments to a profile:

1. Locate and open a profile.
2. In the Profile Overview panel, under the Notifications column, click Notes. You may need to select Show All to expand all options.
3. Click New.
4. Enter the type of note, select the check box if the note should be internal use only, enter a Title, Comment, and select if the note should be available globally or only in a specific property. If the note should only apply in a specific property, enter the property code. Click Save to save and exit, or Save and Continue to save this note and add another.