With an active OPERA Sales and Event Management license, you can perform a profile search by the account Profile Type to retrieve a Company, Travel Agent, Source, or Contact profile.
- From the OPERA Cloud menu, select Client Relations, select Profiles, and select Manage Profile.
- In the Search panel, click the View By drop-down and select Account.
Profile search returns results for Company, Travel Agent, Source, or Contact. It also adds the following search filters to the standard search function:
- Owner. The owner is an OPERA Cloud user. If you enter a name in the Owner field, you can select the Primary Only check box to search only for the primary owner.
- Display Linked Contact. Select the check box to return search results for Contacts linked to their Accounts.