Managing Profile Communication
You can add communication types to a profile, such as additional addresses, phone numbers, fax numbers, and email addresses.
Select one entry of each communication type as the primary; the primary address is used on guest and company stationery such as folios and AR invoices.
Adding Profile Communications
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From the OPERA Cloud menu, select Client Relations, select Profiles, and select Manage Profile
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Enter search criteria and click Search.
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In the search results click I Want to... , select Communications or open the profile and click Communications in Profile Presentation.
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To add Phone, Email or Fax, click Edit.
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Enter a number of rows to create and click Add Rows.
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Complete the following
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Primary: Click to mark this entry as the primary communication for this communication type.
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Type: Select the communication type from the list.
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Value: Enter the communication details, such as phone number or email address.
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Sequence: Enter a sequence value.
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Click Save.
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To add Address click New and enter the following details:
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Address Type: Select the address type from the list.
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Address1: Enter the street address.
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Address2: Enter the street address.
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Address3: Enter the street address.
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Address4: Enter the street address.
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City: Enter the city (suburb).
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Country: Select the country from the list.
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State: Select the state from the list.
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Postal Code: Enter the postal (zip) code.
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Postal Code Ext: Enter the postal code extension.
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Language: Select a language for the address
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Primary: Select the mark the address as the primary address.
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Click Save.
Updating Profile Communications
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From the OPERA Cloud menu, select Client Relations, select Profiles, and select Manage Profile
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Enter search criteria and click Search.
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In the search results click I Want to... , select Communications or open the profile and click Communications in Profile Presentation.
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To update click Edit.
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Update details.
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Click Save.
Deleting Profile Communications
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From the OPERA Cloud menu, select Client Relations, select Profiles, and select Manage Profile.
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Enter search criteria and click Search.
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In the search results click I Want to,... select Communications or open the profile and click Communications in Profile Presentation.
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To delete Phone, Email or Fax, click Edit.
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Select the entry and click the Vertical Ellipsis and click Delete.
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Click Delete to confirm.
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To delete an address:
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Select the address tab
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Click Delete.
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Click Delete to confirm.
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Click Save.
Parent topic: Managing Profiles