Managing a Guest or Contact Profile

Note:

When the Profile Protection OPERA Control is active you might be prevented from updating profile details. Only users with the Override Profile Protection user tasks assigned their roles can override the protection status and update the profile. Refer to: Configuring Profile Protection.

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

2. From View By, select Guest or Contact from the list of values.

3. Enter additional search criteria and click Search.

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

5. The Profile Presentation page opens.

   Note:

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

   Note:

   You can customize this panel. The fields available for update may vary.

   1. Click Edit.

      1. Update details.

      2. Click the Membership Info link next to the member number to view memberships (Award point and Tier) details (enabled when the Loyalty Membership Configuration OPERA Control is active or integration with the OPERA Customer Loyalty Cloud Service is active).

   2. Click Save.

      Note:

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

8. Profile Details Panel:

   Note:

   You can customize this panel. 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 to make the guest profile also a contact profile.

      5. Protected: Select this check box to activate profile protection (vailable when the Profile Protection OPERA Control is set to By Profile).

      6. 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
Channel Negotiated Rates	Accounts Receivable
Communications	Financials
Correspondence	Managing Profile Negotiated Rates
Delivery Types
e-Certificates
Identification
Keywords
Membership
Preferences
Relationships
Service Requests
Scheduled Activities
Subscriptions

Table 2-3

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