Prerequisites for Client Relations Administration
This chapter of the OPERA Cloud User Guide lists the prerequisites for Client Relations Administration menu.
- Prerequisites for Activities Configuration
- Prerequisites for Activity Results
- Prerequisites for Sales Activities Auto Traces
- Prerequisites for Guest Loyalty Programs
- Prerequisites for Membership Enrollment Codes
- Prerequisites for Membership Enrollment Groups
- Prerequisites for Membership Type Awards
- Prerequisites for Validating Membership Numbers using an Integrated Solution
- Prerequisites for Configuring (Sales) Account Types
- Prerequisites for Alternate (Name) Language Titles
- Prerequisites for Company Types
- Prerequisites for Configuring Genders
- Prerequisites for Keyword Types
- Prerequisites for Configuring Location Types
- Prerequisites for Configuring Pay Days
- Prerequisites for Profile Name Validations
- Prerequisites for Profile Protection
- Prerequisites for Relationships
- Prerequisites for Restriction Reasons
- Prerequisites for Sales Information
- Prerequisites for Configuring Industry Codes
- Prerequisites for Advanced Titles
- Prerequisites for Travel Agent Types
- Prerequisites for VIP Levels
- Prerequisites for Configuring Credit Ratings
Parent topic: Client Relations Administration
Prerequisites for Activities Configuration
Licenses / Subscriptions
Oracle Hospitality OPERA Cloud Service, Sales and Event Management Standard Edition
Or
Oracle Hospitality OPERA Cloud Service, Sales and Event Management Premium Edition
OPERA Controls
Group: Activity
Function: Activities
OPERA Cloud Tasks
Group: Client Relations Admin
Tasks: Activity Management
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New/Edit Activity Types
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Delete Activity Types
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Activity Results
Licenses / Subscriptions
Oracle Hospitality OPERA Cloud Service, Sales and Event Management Standard Edition
Or
Oracle Hospitality OPERA Cloud Service, Sales and Event Management Premium Edition
OPERA Controls
Group: Activity
Parameter: Activity Results
OPERA Cloud Tasks
Group: Client Relations Admin
Tasks: Activity Management
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New/Edit Activity Results
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Delete Activity Results
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Sales Activities Auto Traces
Licenses / Subscriptions
Oracle Hospitality OPERA Cloud Service, Sales and Event Management Standard Edition
Or
Oracle Hospitality OPERA Cloud Service, Sales and Event Management Premium Edition
OPERA Controls
Group: Activity
Function: Auto Traces
OPERA Cloud Tasks
Group: Client Relations Admin
Tasks: Activity Management
-
New/Edit Traces Codes
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Delete Traces Codes
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Guest Loyalty Programs
Licenses / Subscriptions
Oracle Hospitality OPERA Cloud Service, Loyalty
OPERA Controls
Group: Membership
-
Award Points Redemption (optional)
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Enrollment (optional)
OPERA Cloud Tasks
Group: Client Relations Admin
Tasks
Parent Tasks | Sub-tasks | Tasks |
---|---|---|
Membership Management |
Membership Types |
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Claim Types |
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Claim Origins |
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Rate Groups |
|
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Property Groups |
|
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Market Groups |
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|
Revenue Groups |
|
|
Revenue Types |
|
|
Membership Class |
|
|
Transaction Groups |
|
|
Enrollment Codes |
|
|
Enrollment Groups |
|
|
Status Codes |
|
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Awards |
|
|
Membership Rates |
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|
Membership Room Groups |
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|
Qualifying Rates |
|
|
Membership Type Rules |
|
|
OCIS E-Certificates |
|
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Membership Enrollment Codes
OPERA Cloud Tasks
Group: Membership
Tasks: Enrollment
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Membership Enrollment Groups
OPERA Controls
Group: Membership
Functions: Enrollment
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Membership Type Awards
Subscription
-
Oracle Hospitality OPERA Cloud Service, Loyalty
OPERA Controls
Group: Membership
Tasks:
-
Award Point Redemption
-
Loyalty Payment Award (optional)
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Validating Membership Numbers using an Integrated Solution
OPERA Cloud Tasks
Group: Membership
Function: Loyalty Membership Configuration
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Configuring (Sales) Account Types
OPERA Controls
Group: Profiles
Parameter: Sales Information
OPERA Cloud Tasks
Group: Client Relations Admin
-
Account Types
-
New/Edit Account Types
-
Delete Account Types
-
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Alternate (Name) Language Titles
OPERA Controls
Group: General
Functions: Multi Language
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Company Types
OPERA Controls
Group: Profile
Functions: IATA Company type
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Configuring Genders
OPERA Cloud Tasks
Group: Client Relations Admin
-
Genders
-
New/Edit Genders
-
Delete Gender
-
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Keyword Types
OPERA Controls
Group: Profile
Functions: Keyword
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Configuring Location Types
OPERA Controls
Group: Profile
Functions: E-Certificate Redemption
OPERA Cloud Tasks
Group: Client Relations
Tasks: Profile Management
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Configuring Pay Days
OPERA Controls
Group: AR
Parameter: Payment Due Days
OPERA Cloud Tasks
-
Pay Days
-
New/Edit Pay Days
-
Delete Pay Days
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Profile Name Validations
OPERA Controls
Group: Profile
Parameters: Profile Name Validations
OPERA Cloud Tasks
-
Profile Management
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Profile Name Validations
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New/Edit Profile Name Validations
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Delete Profile Name Validations
-
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Profile Protection
OPERA Controls
Group: Profile
Functions: Profile Protect
Setting: Profile Protection (Method)
OPERA Cloud Tasks
-
Profile Management
-
Profile Protection
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Relationships
OPERA Controls
Group: Profile
Parameters: Relationships
Parameter: Relationships Rate Inherit
OPERA Cloud Tasks
Group: Client Relations Admin
-
Relationships
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New/Edit Relationships
-
Delete Relationships
-
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Restriction Reasons
OPERA Controls
Group: Profile
Parameters: Restriction / Flagged Reasons
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Sales Information
Licenses / Subscriptions
Oracle Hospitality OPERA Cloud Service, Sales and Event Management Standard Edition
Or
Oracle Hospitality OPERA Cloud Service, Sales and Event Management Premium Edition
OPERA Controls
Group: Profile
Parameters : Sales Information
OPERA Cloud Tasks
Account Priorities
-
New/Edit Account Priorities
-
Delete Account Priorities
Competition Codes
-
New/Edit Competition Codes
-
Delete Competition Codes
Territories
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New/Edit Territories
-
Delete Territories
Influence Codes
-
New/Edit Influence Codes
-
Delete Influence Codes
Scope Codes
-
New/Edit Scope Codes
-
Delete Scope Codes
Scope City Codes
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New/Edit Scope City Codes
-
Delete Scope City Codes
Sources
-
New/Edit Sources
-
Delete Sources
Business Potential
-
New/Edit Business Potential
-
Delete Business Potential
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Configuring Industry Codes
OPERA Cloud Tasks
Group: Client Relations Admin
-
New/Edit Industry Codes
-
Delete Industry Codes
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Advanced Titles
OPERA Controls
Group: Profile
Parameters: Advanced Title
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Travel Agent Types
OPERA Controls
Group: Profile
Function: IATA Company Type
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for VIP Levels
OPERA Controls
Group: Profiles
Functions: VIP
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Configuring Credit Ratings
OPERA Controls
Group: Reservations
Functions: Credit Rating
OPERA Cloud Tasks
Group: Client Relations Admin
-
Credit Ratings
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New/Edit Credit Ratings
-
Delete Credit Ratings
-
Related Topics
Parent topic: Prerequisites for Client Relations Administration