Filtering Profile Search by Accounts

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.

1. From the OPERA Cloud menu, select Client Relations, select Profiles, and select Manage Profile.
2. 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:
   1. 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.
   2. Display Linked Contact. Select the check box to return search results for Contacts linked to their Accounts.