Managing Activities

Activities help you manage your sales activities related to accounts, contacts, and blocks.

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.

Adding Activities

1. From the OPERA Cloud menu, select Client Relations and then select Profiles or select Bookings and then Blocks.

2. Enter search criteria and click Search.

3. Click I Want To . . . and select Create Activity.

4. Enter or select the following:

   1. Property. Enter or confirm the property name.

   2. Activity Class. Select to make the Activity for an Appointment or a To Do.

   3. Purpose. Enter a text explanation of the Activity’s purpose

   4. Owner. The OPERA Cloud user responsible for the activity.

   5. Start Date/Start Time. Enter the date and time.

   6. End Date/End Time. Enter if the activity is an Appointment. If the activity is a To Do, the Start Time/End Time options do not appear.

   7. Trace Code. Notifies colleagues about actions that they must take relative to the business.

   8. Account. Associates an account, travel agent, company, or source profile with your Appointment or To Do.

   9. Contact. Associates a contact profile with your Appointment or To Do.

   10. Block. Associates a block with your Appointment or To Do (opens Manage Block for searching and selecting a block).

   11. High Priority. Marks the Appointment or To Do as urgent.

   12. Complete. When checked, the Completion Start and End Date/Time fields appear along with Activity results field.

   13. Notes. Enter a description or the details of the Activity.

5. Click Save. Or, click Save Activity and Add More Details to save and edit the Activity.

Editing Activities

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

2. Enter search criteria and click Search.

3. Click the value in the Type column to open the Activity presentation or click Activity Details for the Activity Details panel.

4. Click Edit to update Activity Details.

5. Make your updates.

6. Click Save.

Deleting Activities

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

2. On the Manage Activities screen, enter or confirm the Property name, select an Owner, and enter any additional search criteria.

3. Click Search.

4. In the Search results panel, select one or more Activities.

5. Click Delete.

6. Click Delete to confirm.

Completing Activities

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

2. Enter or confirm the Property name, enter an Owner and any additional search criteria, and then click Search.

3. From Manage Activities search results, select one or more activities.

4. Click the Complete button.

5. In the Edit Activity Overview screen, ensure the Complete check box is selected.

   Note:

   OPERA Cloud automatically inserts the current date and time into the fields below the Complete check box.

   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.

6. Click Save.

Creating a Follow Up Activity

On activity completion, you can select an option to copy the activity to a future date for follow-up.

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

2. Enter or confirm the Property name, enter an Owner and any additional search criteria, and then click Search.

3. From Manage Activities search results, select one or more activities.

4. Click the Complete button. In the Edit Activity Overview screen, the Follow Up check box appears below the Complete check box.

   1. Select the Follow Up check box.

   2. Enter a future Start Date for the Follow Up activity to be created.

   3. Enter a follow up Start Time.

5. Click Save. A Follow Up Activity is created for the start date and start time you selected. The current Activity fields (except for the Completion fields) are copied to the Follow Up Activity.