Linked Profiles on Blocks

On Blocks, the Linked Profiles panel displays all accounts and contacts linked to a block. The profiles are presented in a business card format showing the profile name, address, and communication details. Profile names are links allowing you to access the Profile Details screen when clicked. Note: You can access the profile details only after saving all changes on the Linked Profiles panel.

1. From the OPERA Cloud menu, select Bookings, select Blocks, and select Manage Block.

2. Search for Blocks by entering your property name and other search information, and then click Search.

3. Select the Block Code of the Block you want to open.

4. Scroll to the Linked Profiles panel and click Edit. Or, click the Linked Profileslink in the block overview section.

Adding Accounts and Contacts

You can edit or add Accounts and Contacts that are linked to each other in a primary relationship as shown side-by-side in the business card. When adding a contact whose primary account is already linked to the block, the contact is automatically placed next to its account.

1. Click Add Account or click Add Contact on the Linked Profile panel.

   1. Add Account opens Manage Profile, Quick Profile Search. The top part of the screen is for entering Account search criteria; the bottom section is for entering search criteria for a contact attached to the account.

   2. Add Contact opens Manage Profile, Quick Profile Search. The top part is for Contact search criteria; the bottom section is for entering search criteria for the Account to which the contact is attached.

2. On the Quick Profile Search screen, enter search criteria and click Search. Search locates the contacts and linked accounts that match the search criteria.

3. When selecting an account, click Select Account Only or click Select Account and Contact.

4. When selecting a contact, click Select Contact Only or click Select Contact and Account.

Creating New Profiles

If you cannot find Account or Contact, you can create new profiles and attach them to the block.

1. Click I Want To . . . from the Quick Profile Search panel and select one of the following options.

   1. Company/Contact Profile – to create Company and linked Contact profiles.

   2. Travel Agent/Contact Profile – to create Travel Agent and linked Contact profiles.

   3. Source/Contact Profile – to create Source and linked Contact profiles.

   4. Contact Profile – to create an independent Contact profile.

2. Enter the Account and Contact information in the Primary Details panel, Contact Information panel, and Address panel.

3. Click Save and Select Profile.

4. When the Manage Profile screen appears, select the new profile and click Select Account Only or click Select Account and Contact. The selected profile will appear in the Linked Profiles panel of the block.

Selecting Print and Primary Profiles

1. Each profile type must have at least one primary profile selected.

2. You can flag one account and one contact, regardless of type, as Print Account and Print Contact. The Print Account profile and Print Contact profile will print on customer-facing reports, such as the contract or the banquet event order.