Managing Profile Relationships

Prerequisites for Manage Profile Relationships

Relationships define the associations between and among individuals, companies, travel agents, groups, sources, and other entities in OPERA Cloud. Knowing that Jim Lawson is an employee of Alpha Sources, Inc.; that Tim Marks is the spouse of VIP Sandra Haley; or that Susan Brandt is a contact for CountyWide Bank can aid in decision-making and in providing good customer service. Relationship types can be configured to describe the associations between and among the various profile types (e.g., guest, contact, company, travel agent, source, and group) that may have relationships you want to recognize when working in OPERA Cloud. (See Relationship Types for details.)

Relationships can be used to facilitate the distribution of negotiated rates and for more meaningful statistical reporting. For example, you might want to share negotiated rates created for a parent company with all the subsidiaries companies. Or you might want to report on total revenues associated with all subsidiaries of a company rather than on each subsidiary separately.

Adding a Relationship

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

2. Enter search criteria, click Search.

3. Select the profile in the search result, click I Want To..., then click Relationships or open the profile and click the Relationships link in Profile Presentation.

   Note:

   You might need to select Show All to expand all options.

4. Click New and complete the following:

   1. Target Profile Type: Select a profile type from the list.

   2. Type of Relationship: Select the type of relationship from the list.

   3. Profile: Search and select a profile to link.

      1. Enter search criteria and click Search.

      2. Select a profile in the result and click Select.

   4. Primary: Check to mark this as the primary relationship

5. Click Save.

Editing a Relationship

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

2. Enter search criteria, click Search.

3. Select the profile in the search result, click I Want To..., then click Relationships or open the profile and click the Relationships link in Profile Presentation.

4. Select the relationship, click Vertical Ellipse, then select Edit.

5. Update details

6. Click Save.

Deleting a Relationship

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

2. Enter search criteria, click Search.

3. Select the profile in the search result, click I Want To..., then click Relationships or open the profile and click the Relationships link in Profile Presentation.

4. Select the relationship, click Vertical Ellipse, click Delete.

5. Click Delete to confirm.

Viewing Relationship Hierarchy

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

2. Enter search criteria, click Search

3. Select the profile in the search result, click I Want To..., then click Relationships or open the profile and click the Relationships link in Profile Presentation.

4. Click Vertical Ellipse, click View Hierarchy.

5. Click View Details to toggle back to list view.

• Prerequisites for Manage Profile Relationships