1. User Guide
  2. OPERA Cloud
  3. Client Relations
  4. Profiles
  5. Managing Profiles
  6. Managing Profile Notes

Managing Profile Notes

OPERA Cloud enables you to add multiple notes to profiles. Typically, notes that are flagged as internal are not transmitted to external systems and can be excluded on reports.

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When the Copy Profile Reservation Notes To Reservation OPERA Control is active, notes of type Reservation will copy to new reservations.

Adding Profile Notes

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

  2. Enter search criteria, click Search.

  3. Select the profile in the search result, then click I Want To. . ., Notes or open the profile and click the Notes link in Profile Presentation.

  4. Click New

    1. Type: Select a note type. For more information, see Configuring Note Types.

    2. Internal: Select this check box if the comment is to be treated as internal..

      Note:

      Internal notes are not output on stationery or on reports unless the report explicitly allows display of Internal Notes. You can uncheck this check box when Override Internal is selected in the note type configuration.

    3. Title: Enter a summary title for the note (is default based on the note type but it can be updated).

    4. Available In:

      1. Global: Note is available in all properties.

      2. Property: Select the property; note is property-specific.

    5. Comment: Enter or paste the note details; a maximum of 2000 characters (single byte) is supported.

  5. Click Save.

Viewing and Updating Profile Notes

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

  2. Enter search criteria, then click Search.

  3. Select the profile in the search result, then click I Want To. . ., Notes or open the profile and click the Notes link in Profile Presentation.

  4. Select the note, click ± to expand the card and read the note comments.

  5. Select the vertical ellipse Actions menu and select Edit.

  6. Update the details.

  7. Click Save.

Deleting Profile Notes

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

  2. Enter search criteria, then click Search.

  3. Select the profile in the search result, then click I Want To. . ., Notes or open the profile and click the Notes link in Profile Presentation.

  4. Select the vertical ellipse Actions menu and select Delete.

  5. Click Delete to confirm.

Parent topic: Managing Profiles