Managing Profile Notes

OPERA Cloud enables you to add multiple notes to profiles. Typically, notes that are flagged as internal are not transmitted to external systems and can be excluded on reports.

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When the Copy Profile Reservation Notes To Reservation OPERA Control is active, notes of type Reservation will copy to new reservations.

Adding Profile Notes

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

2. Enter search criteria, click Search.

3. Select the profile in the search result, click I Want To..., Notes or click the Notes link in Profile Presentation.

4. Click New

   1. Type: Select a note type.

   2. Internal: Select this check box if the comment is to be treated as internal..

      Note:

      Internal notes are not output on stationery, (for example, Confirmation Letters) or on reports unless the report explicitly allows display of Internal Notes.

   3. Title: Enter a summary title for the note (is default based on the note type but it can be updated).

   4. Available In:

      1. Global: Note is available in all properties.

      2. Property: Select the property; note is property-specific.

   5. Comment: Enter or paste the note details; a maximum of 4000 characters are permitted.

5. Click Save.

Viewing and Updating Profile Notes

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

2. Enter search criteria, click Search.

3. I Want To..., Notes or click the Notes link in Profile Presentation.

4. Select the note, click ± to expand the card and read the note comments.

5. Select Vertical Ellipse and click Edit.

6. Update details.

7. Click Save.

Deleting Profile Notes

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

2. Enter search criteria, click Search.

3. I Want To..., Notes or click the Notes link in Profile Presentation.

4. Select Vertical Ellipse, click Delete.

5. Click Delete to confirm.