Add Notes to a Profile

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in this video you will learn how to add

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notes to a profile and opera cloud let's

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get started navigate to opera cloud

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select client relations profile and then

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select manage profile in this example I

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select company from the view by

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drop-down list I enter Oracle in the

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name field and then click search from

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the list of results I click the profile

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name to open the profile presentation

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page next to the notes details link I

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see the number 1 indicating there is

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already one note saved to this profile

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then I click notes click new to enter a

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new note I then select the type

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magnifying glass from the list of note

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types

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I select the reservation note type and

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click select I can edit any of the

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details I enter the note in the comment

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field and click Save on the note I can

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click the vertical ellipse to edit or

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delete this note in this example I

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select edit I can change any of the note

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details and then select save

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I click the X to close notes and go back

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to the reservation now I can see the

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notes details link with the number 2

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indicating there are two notes saved to

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this profile