Managing Profile Relationships

Prerequisites for Manage Profile Relationships

Relationships define the associations between individuals, companies, travel agents, sources and contacts. Relationship types can be configured to describe the associations between and among the various profile types (e.g., guest, contact, company, travel agent, source, and group) that may have relationships you want to recognize when working in OPERA Cloud. For more information, see Relationship Types.

Relationships can be used to facilitate the distribution of negotiated rates and for more meaningful statistical reporting. For example, you might want to share negotiated rates created for a parent company with all the subsidiaries companies. Or you might want to report on total revenues associated with all subsidiaries of a company rather than on each subsidiary separately.

Adding a Relationship

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

  2. Enter search criteria, click Search.

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

    Note:

    You might need to select Show All to expand all options.

  4. Click New and complete the following:

    1. Target Profile Type: Select a profile type from the list.

    2. Type of Relationship: Select the type of relationship from the list.

    3. Profile: Search and select a profile to link.

      1. Enter search criteria and click Search.

      2. Select a profile in the result and click Select.

    4. Primary: Check to mark this as the primary relationship

  5. Click Save.

Editing a Relationship

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

  2. Enter search criteria, click Search.

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

  4. Select the relationship, click the vertical ellipsis Actions menu, then select Edit.

  5. Update details

  6. Click Save.

Deleting a Relationship

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

  2. Enter search criteria, click Search.

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

  4. Select the relationship, click the vertical ellipsis Actions menu, click Delete.

  5. Click Delete to confirm.

Viewing Relationship Hierarchy

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

  2. Enter search criteria, click Search

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

  4. Click the vertical ellipsis Actions menu, click View Hierarchy.

  5. Click View Details to toggle back to list view.