Add Notes to a Profile (Video Transcript)
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in this video you will learn how to add
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notes to a profile and opera cloud let's
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get started navigate to opera cloud
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select client relations profile and then
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select manage profile in this example I
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select company from the view by
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drop-down list I enter Oracle in the
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name field and then click search from
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the list of results I click the profile
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name to open the profile presentation
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page next to the notes details link I
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see the number 1 indicating there is
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already one note saved to this profile
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then I click notes click new to enter a
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new note I then select the type
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magnifying glass from the list of note
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types
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I select the reservation note type and
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click select I can edit any of the
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details I enter the note in the comment
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field and click Save on the note I can
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click the vertical ellipsis to edit or
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delete this note in this example I
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select edit I can change any of the note
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details and then select save
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I click the X to close notes and go back
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to the reservation now I can see the
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notes details link with the number 2
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indicating there are two notes saved to
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this profile