Notes are available for documenting various kinds of information that can then be made available at points throughout OPERA Cloud. For example, notes can be added to profiles, to reservations, to events, to business blocks and so on. Notes can be accessed in a variety of ways, but generally you can view and manage notes by selecting the Notes details link from the I Want to . . . or presentation page
Adding Note Types
From the Administration menu, select Enterprise, select Chain and Property and select Note Types.
Notes Group. Select the note group from list for which this note type belongs.
Note:
Note type codes cannot contain ampersands (&). Any note type code containing an ampersand will only display the characters just before/just after the ampersand. For example a note type code of S&C would display only as SC.Description. Enter a description for this note type code.
Display Seq. Enter a number that controls the position of the note type in the Note Types in list. If left blank, notes will appear in alphabetical order.
Internal. Select this check box to designate notes of this type as internal by default when they are created. Notes marked as "internal" will not be included in the OXI or OXI-HUB message to integrated systems.
Note:
If Internal is selected and Override Internal is not selected, the note of this type will be designated as internal and the user will not have the option of removing the internal designation (the Internal check box will not appear on the note creation form). If Internal and Override Internal are both selected, the note of this type will, by default, be designated as internal, but the user may un-select the Internal check box to remove the internal designation. If Override Internal is selected and Internal is not selected, the note of this type will, by default, not be designated as internal, but the Internal option will be available for the user to choose.Default Note Type. Select to specify the current note type as the default. The default note type will display whenever a note of that notes group is created within OPERA Cloud. This applies to Account Notes, Business Block Notes, Individual/Contact Notes, Event Notes, Lead Notes, Potential Notes, Property Notes and Contract Notes. When the Default Note Type has Default Note Text applied to it (see Default Note Text below), the default note text will also display when the note type is defaulted in the application.
Default Note Text. Select to create a default note that will display when the current Note Type and the Notes option is selected in OPERA Cloud. When selected, the Note Text box appears where you can enter the default note, up to 2000 characters. Users can modify this note when Notes are called from within the application. The default note text will appear in Sales Account Notes, Business Block Notes, Individual/Contact Notes, Event Notes, Property Notes and Contract Notes. .
Click Save.
Editing Note Types
From the Administration menu, select Enterprise, select Chain and Property and select Note Types.
Enter search criteria and click Search.
Select the note type, click the vertical ellipsis and select Edit.
Update the configuration.
Inactive. Once a note type has been applied to a note, it cannot be deleted. Use the Inactive check box to remove the note type from use. Inactive notes will not be displayed in OPERA Cloud and will be treated as if they have been deleted. Inactive notes will be purged after 7 days by the purge process.
Click Save.
Deleting Note Types
From the Administration menu, select Enterprise, select Chain and Property and select Note Types.
Enter search criteria and click Search.
Select the note type, click the vertical ellipsis and select Delete.
Click Delete and confirm the deletion.
Parent topic: Chain and Property Management