Managing Profile Communication

You can add communication types to a profile, such as additional addresses, phone numbers, fax numbers, and email addresses.

Select one entry of each communication type as the primary; the primary address is used on guest and company stationery such as folios and AR invoices. 

Adding Profile Communications

1. From the OPERA Cloud menu, select Client Relations, select Profiles, and select Manage Profile

2. Enter search criteria and click Search.

3. In the search results click I Want to... , select Communications or open the profile and click Communications in Profile Presentation.

4. To add Phone, Email or Fax, click Edit.

   1. Enter a number of rows to create and click Add Rows.

   2. Complete the following

   3. Primary: Click to mark this entry as the primary communication for this communication type.

   4. Type: Select the communication type from the list.

   5. Value: Enter the communication details, such as phone number or email address.

   6. Sequence: Enter a sequence value.

5. Click Save.

6. To add Address click New and enter the following details:

   1. Address Type: Select the address type from the list.

   2. Address1: Enter the street address.

   3. Address2: Enter the street address.

   4. Address3: Enter the street address.

   5. Address4: Enter the street address.

   6. City: Enter the city (suburb).

   7. Country: Select the country from the list.

   8. State: Select the state from the list.

   9. Postal Code: Enter the postal (zip) code.

   10. Postal Code Ext: Enter the postal code extension.

   11. Language: Select a language for the address

   12. Primary: Select the mark the address as the primary address.

7. Click Save.

Updating Profile Communications

1. From the OPERA Cloud menu, select Client Relations, select Profiles, and select Manage Profile

2. Enter search criteria and click Search.

3. In the search results click I Want to... , select Communications or open the profile and click Communications in Profile Presentation.

4. To update click Edit.

5. Update details.

6. Click Save.

Deleting Profile Communications

1. From the OPERA Cloud menu, select Client Relations, select Profiles, and select Manage Profile.

2. Enter search criteria and click Search.

3. In the search results click I Want to,... select Communications or open the profile and click Communications in Profile Presentation.

4. To delete Phone, Email or Fax, click Edit.

   1. Select the entry and click the Vertical Ellipse and click Delete.

   2. Click Delete to confirm.

5. To delete an address:

   1. Select the address tab

   2. Click Delete.

   3. Click Delete to confirm.

6. Click Save.