Managing a Guest or Contact Profile

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

2. View By: Select Guest or Contact from the list.

3. Enter additional search criteria, click Search.

4. Select the profile from the search result, click <Profile Name>, or click I Want To... and go to Profile.

5. The Profile Presentation page displays

   Note:

   Details panels selected in the default Presentation Style are displayed. 
6. Click I Want To... to display various actions for this Profile.
7. Overview Panel

   Note:

   This panel can be customized; the fields available for update may vary.

   1. Click Edit.

      1. Update details.

   2. Click Save.

      Note:

      All Profile detail links are available to view and update related profile details. See the Table 2-2table below.

8. Profile Details Panel:

   Note:

   This panel can be customized; the fields available for update may vary.
   1. Click Edit and update the following:

      1. Alternate Name: Click to enter an alternate name (non Western characters) for the profile (Available when the multi-language OPERA Control is active).

      2. Title: Select a title (Greeting) from the list; this list is language specific.

      3. Language: Select a language from the list; when the Multi language OPERA Control is active guest stationery is generated in this language.

      4. Contact: Select the make the guest profile also a contact profile.

      5. Keep History: Select this check box to exclude this profile from the profile purge.

   2. Click Save.

Table 2-2 Guest and Contact Detail Links

Profile	Billing
Communications	Accounts Receivable
Correspondence	Negotiated Rates
Identification
Keywords
Membership
Preferences
Relationships
Service Requests
Subscriptions

Notifications	Stays
Attachments	Future and Past Stays
Notes	Future and Past Blocks