The Activities feature helps keep track of upcoming appointments, sales calls, follow-up contact, and other to-do tasks related to sales accounts, contacts, and blocks. Use Activities to create reminders to send or follow-up on correspondence, make appointments, and establish project planning milestones. You can invite other sales owners to your activities; each owner receiving a separate copy of the activity. Once an activity is complete you can edit the activity, and mark it as complete and set-up a follow-up activity if needed. When the Attachments OPERA Control is active you can also attach documents, images and other files to your activities. There are also the Activities and To Do List dashboard tiles available to add to the pages of your Home Dashboard.
You can create Activities from the I Want To . . . action in Manage Activities or from the I Want To . . . menu of a search result record in Manage Profile or Manage Blocks.
Note:
If an activity is created from a business block, the sales account and contact linked to the block will default on the new activity. If an activity associated with a business block is canceled, the activity is automatically marked as Completed and an activity note is automatically added indicating that the block has been canceled.Adding Activities
From the OPERA Cloud menu, select Client Relations, and then select Profiles, and then Managing Profiles.
OR
From the OPERA Cloud menu, select Client Relations, and then Activities.
OR
From the OPERA Cloud menu, select Client Relations, and then Blocks and then Manage Blocks.
Enter search criteria and click Search.
Click I Want To . . . and select Create Activity.
Enter or select the following:
Property: Enter or confirm the property name.
Activity Class: Select to make the Activity for an Appointment or a To Do.
Purpose: Enter a text explanation of the Activity’s purpose
Owner: Enter or select the sales owner responsible for the activity.
Start Date/Start Time: Enter the date and time.
End Date/End Time: If the activity is an Appointment, enter or select the end date and time. If the activity is a To Do, the Start Time/End Time options do not appear.
Trace Code: Select a trace code from the list; auto-trace codes should be used for re-tracing an activity based on the activity type or completion date or any of the other activity fields.
Account: Click to search and link a travel agent, company, or source profile with your Appointment or To Do..
Contact: Click to search and link a contact profile with your Appointment or To Do.
Block: Select to link with your Appointment or To Do (opens Manage Block for searching and selecting a block).
High Priority: Marks the Appointment or To Do as urgent.
Notes: Enter any notes or other the details of the Activity.
Click Save or, click Save Activity and Add More Details to save and edit the Activity.
Editing Activities
From the OPERA Cloud menu, select Client Relations and then select Activities.
Enter search criteria and click Search.
Click the value in the Type column to open the Activity presentation or click Activity Details for the Activity Details panel.
Click Edit .
Make your updates.
Click Save.
Table 2-1 Activity Detail Links
| Activity | Notifications |
|---|---|
| Invite Owners | Attachments |
| Linked Blocks | |
| Linked Profiles |
Deleting Activities
From the OPERA Cloud menu, select Client Relations, and then select Activities.
On the Manage Activities screen, enter or confirm the Property name, select an Ownerand enter any additional search criteria, and then click Search.
From your search results, select one or more Activities the click Delete.
Click Delete to confirm.
Completing Activities
Note:
If an activity is linked with a business block that is later canceled, the activity is automatically updated to Completed status and a note is added to the activity indicating that the linked block has been canceled.From the OPERA Cloud menu, select Client Relations and then select Activities.
Enter or confirm the Property name, enter an Owner and any additional search criteria, and then click Search.
From Manage Activities search results, select one or more activities.
Click the Complete button.
Note:
When the Activity Results OPERA Controls is active and the Complete check box is selected, a Result field appears on the Activities screen. You can select the appropriate result value from the list and complete the Activity.Click Save.
Related Topics
Parent topic: Activities