Prerequisites for Client Relations

This chapter of the OPERA Cloud User Guide lists the prerequisites for Client Relations menu.

• Prerequisites for Activities
  
• Prerequisites for Activity Attachments
  
• Prerequisites for Membership (Loyalty)
  
• Prerequisites for Creating a Guest or Contact Profile
  
• Prerequisites for Profile Lookup from External Systems
  
• Prerequisites for Enrolling Guests in External Loyalty Programs
  
• Prerequisites for Managing Sales Account Forecast
  
• Prerequisites for Managing Profile Scheduled Activities
  
• Prerequisites for Profile Additional Information
  
• Prerequisites for Managing Profile Delivery Types
  
• Prerequisites for Managing Sales Information
  
• Prerequisites for Credit Ratings
  
• Prerequisites for Managing Sales Account Keywords
  
• Prerequisites for Managing Profile AR Accounts
  
• Prerequisites for Managing Profile e-Certificates
  
• Prerequisites for Profile Memberships
  
• Prerequisites for Managing Profile Membership (Loyalty Cloud Service)
  
• Prerequisites for Managing Profile Negotiated Rates
  
• Prerequisites for Managing Profile Routing
  
• Prerequisites for Manage Profile Relationships
  
• Prerequisites for Managing Profile Identification and Personal Details
  
• Prerequisites for Profile Correspondence and Privacy Options
  
• Prerequisites for Profile Attachments
  
• Prerequisites for Managing External Emails
  
• Prerequisites for Merging Profiles
  
• Prerequisites for Profile Anonymization
  
• Prerequisites for Managing Profile Ownership Records and Owner Referrals
  

Prerequisites for Activities

License/Subscription

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 Tasks

Group: Client Relations

Tasks: Activities

• New/Edit Activity Types

• Delete Activity Types

Prerequisites for Activity Attachments

OPERA Controls

Group: General

Functions: File Attachments

OPERA Cloud Tasks

Group: Client Relations

• Activities

• Attachments

  • Download/Preview Attachment

  • New Attachment

  • Delete Attachment

Prerequisites for Membership (Loyalty)

Licenses / Subscriptions

Oracle Hospitality OPERA Cloud Service, Loyalty

OPERA Controls

Group: Membership

Function:

• Award Points Redemption (optional)

• Enrollment (optional)

Prerequisites for Creating a Guest or Contact Profile

OPERA Controls

Group: Profiles

Functions: Profile Mailing Privacy

• Contacts (Optional)

• Incognito (Optional)

Group: General

Functions: Multi-Language (Optional)

OPERA Cloud Tasks

Group : Client Relations

Tasks: Profiles Management

• Create Profile

• Guest Profile

• Contact Profile

Prerequisites for Profile Lookup from External Systems

License / Subscriptions

Oracle Hospitality Integration Platform - Generic

Oracle Hospitality OPERA Exchange Interface Two-Way Cloud Service (OXI) - for Oracle Hospitality OPERA Room Reservations Cloud Service (ORS)

OPERA Cloud Controls

Group: Profile

Functions: Profile Lookup

Setting: Profile Types for Lookup

Setting: External Lookup Behavior

Setting: Default External System

OPERA Cloud Tasks

Group: Client Relations

Task: Profiles Management

Task: Profile Lookup

Prerequisites for Enrolling Guests in External Loyalty Programs

Integration

Oracle Hospitality Integration Platform

OPERA Controls

Group: General

Functions: Enrollment

Settings: Enrollment systems that are active to OPERA Cloud

OPERA Cloud Tasks

Group: Client Relations

Tasks: Enrollments

• New Enrollment

Prerequisites for Managing Sales Account Forecast

Licenses / Subscriptions

Oracle Hospitality OPERA Cloud Service, Sales and Event Management Premium Edition

OPERA Controls

Group: Profile

Parameters: (Sales) Account Forecast

OPERA Cloud Tasks

Group: Client Relations

Tasks: Profiles Management

• Account Forecast

  • New/Edit Account Forecast

  • Delete Account Forecast

Prerequisites for Managing Profile Scheduled Activities

OPERA Cloud Tasks

Group: Profiles Management

Tasks: Scheduled Activities

Prerequisites for Profile Additional Information

OPERA Controls

Group: General

Parameters: Information Collection

Settings: Information Collection Methods

Prerequisites for Managing Profile Delivery Types

OPERA Controls

Group: Cashiering

Functions: EFOLIO_EXPORT

OPERA Cloud Tasks

Group: Profile Management

Tasks: Delivery Types

• New/Edit Delivery Types

• Delete Delivery Types

Prerequisites for Managing 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

Group: Client Relations

Tasks: Profile Management

• Correspondence

• Edit Mailings and Sales Information

Prerequisites for Credit Ratings

OPERA Controls

Group: Reservations

Functions: Credit Rating

Prerequisites for Managing Sales Account Keywords

OPERA Controls

Group: Profile

Functions: Keyword

OPERA Cloud Tasks

Group: Profiles Management

Tasks: Keyword

• New/Edit Keyword

• Delete Keyword

Prerequisites for Managing Profile AR Accounts

OPERA Controls

Group: Accounts Receivable

Functions: Accounts Receivable

OPERA Cloud Tasks

Group: Profiles Management

Tasks: Account Receivables

Prerequisites for Managing Profile e-Certificates

Integrations

• Oracle Hospitality OPERA Customer Loyalty Tracking Cloud Service

OPERA Controls

Group: Rate Management

Functions: Promotions Module

Parameters: Hide Promotion Rates

OPERA Cloud Tasks

• Profiles Management

• E-Certificates

  • Consume E-Certificate

  • Extend E-Certificate

Prerequisites for Profile Memberships

OPERA Cloud Tasks

Group: Client Relations

Tasks: Profiles Management

Profile Memberships

• New/Edit Memberships

• Delete Memberships

Prerequisites for Managing Profile Membership (Loyalty Cloud Service)

Subscription

Oracle Hospitality OPERA Cloud Service, Loyalty

OPERA Controls

Group: Membership

Function: Award Point Redemption:

• Loyalty Payment Award (optional)

OPERA Cloud Tasks

Group: Membership

Tasks: Profile Memberships

Calculate Membership Points New Membership Transaction

Access Membership Name On Card Access Primary Membership Level Access Restricted Levels

• Award List

Prerequisites for Managing Profile Negotiated Rates

OPERA Controls

Group: Rate Management

Functions: Negotiated Rates

OPERA Cloud Tasks

Group: Client Relations

Tasks: Profile Management

• Negotiated Rates

  • New/Edit Negotiated Rates

  • Delete Negotiated Rates

Prerequisites for Managing Profile Routing

OPERA Controls

Group: Cashiering

Functions: Routing Function

OPERA Cloud Tasks

Group: Client Relations

Tasks: Profiles Management

Profile Financials

• Manage Payment and Routing Instructions

Prerequisites for Manage Profile Relationships

OPERA Controls

Group: Profile

Functions: Relationships

OPERA Cloud Tasks

Group: Client Relations

Tasks: Relationships

• New/Edit Relationships

• Delete Relationships

Prerequisites for Managing Profile Identification and Personal Details

OPERA Cloud Tasks

Group: Client Relations

Tasks: Profiles Management

Identification

• New/Edit Identification

• Delete Identification

• View Identification Details

Prerequisites for Profile Correspondence and Privacy Options

OPERA Controls

Group: Profiles

Functions: Profile Mailing Privacy

Settings: Privacy Default

OPERA Cloud Tasks

Group : Client Relations

Tasks: Profiles Management

• Correspondence

• New/Edit Guest Privacy Options

• Edit Mailings and Sales Information

Prerequisites for Profile Attachments

OPERA Controls

Group: General

Functions: File Attachments

OPERA Cloud Tasks

Group: Client Relations

• Profiles Management

• Attachments

  • Download/Preview Attachment

  • New Attachment

  • Delete Attachment

Prerequisites for Managing External Emails

Integration

Oracle Hospitality Integration Platform

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: Store External Emails

OPERA Cloud Tasks

Group: Client Relations

Task: Preview/Download Contact Email

Prerequisites for Merging Profiles

OPERA Cloud Tasks

Group: Client Relations

Tasks: Profiles Management

• Profile Merge

  • Contact Profile

  • Guest Profile

  • Source Profile

  • Travel Agent Profile

  • Company Profile

  • Group Profile

Prerequisites for Profile Anonymization

OPERA Controls

Group: Profiles

Parameters: Personal Information Protection

Settings: Number of Days until Anonymization

OPERA Cloud Tasks

Group: Client Relations

Tasks: Profiles Management

• Anonymize Profile

Prerequisites for Managing Profile Ownership Records and Owner Referrals

OPERA Controls

Group: Inventory Management

Function: Room Rotation

Group: Profile

Function: Relationships

OPERA Cloud Tasks

Group: Client Relations

Tasks: Profiles Management

• Ownership Records and Owner Referrals

• New Ownership Record

• Edit Ownership Record

• Delete Ownership Record

• New/Edit Owner Referral Record

• Delete Owner Referral Record