Managing a Guest or Contact Profile

Note:

When the Profile Protection OPERA Control is active you might be prevented from updating profile details. Only users with the Override Profile Protection user tasks assigned their roles can override the protection status and update the profile. For more information, see Configuring Profile Protection.

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

2. Click the View By field drop-down and select Guest or Contact.

3. Enter additional search criteria in the available fields and click Search.

4. From the search results, locate and click the profile’s name to open Manage Profile. Alternatively, you can locate the profile’s name, click the I Want To. . . action associated with the profile, and under the Go To section click Profile.

5. The Profile Presentation page opens.

   Note:

   Details panels selected in the default or previously selected Presentation Panel Tab are displayed. For more information, see Presentation Pages.
6. Click the I Want To. . . to display various actions for this Profile.
7. Overview Panel

   Note:

   You can customize this panel. The fields available for update may vary.

   1. Click Edit.

      1. Update details.

   2. Click Save.

      Note:

      All Profile detail links are available to view and update related profile details. Refer to the Table 2-2 table below.

8. Profile Details Panel:

   Note:

   You can customize this panel. The fields available for update may vary.
   1. Click Edit and update the following:

      1. Last name: Enter the surname of the guest or contact.

         1. Alternate Name: Click to enter an alternate name (non-western characters) for the profile (available when the multi-language OPERA Control is active).

            1. Alternate Last Name: Enter the last name in local character set.

            2. Alternate First Name: Enter the first name in local character set. 

            3. Alternate Language: Select the language from the list.

            4. Alternate Title: Select a title from the list (based on the language selected).

            5. Alternate Salutation: Enter a salutation. 

            6. Alternate Envelope Greeting: Enter name for envelope greeting. 

            7. Click Save.

         2. Incognito: Click to enter the actual name of an incognito guest using a pseudonym-name (available when the Incognito OPERA Control is active). This functionality is used so that details regarding a celebrity staying at your property are not exposed to staff or the public. Only users with the Manage Incognito Name for Profiles task assigned to their role(s) can view and update the incognito name. Profile search on incognito name can be conducted and displays the pseudonym name.

            1. Name: Enter the surname of the guest or contact.

            2. First Name:  Enter the first name of the guest or contact.

            3. Click Save.

      2. First Name: Enter the first name of the guest or contact.

      3. Middle Name: Enter the middle name of guest or contact.

      4. Language: Select a language from the list; when the Multi language OPERA Control is active, guest stationery is generated in this language. Language value is also sent to property interfaces such as in-room video and voicemail.

      5. Title: Select a title from the list. This list is language specific. Title controls the salutation generated on stationery such as the confirmation letter.

      6. Birth Date: Enter or select a Date of Birth.

      7. Owner Code: Select a sales owner for the Contact (available when the Owner OPERA Control is active).

      8. Trace Code: Select an Activity trace code from the list to specify standard sales activities to be created for this contact.  (Available when the Auto Traces OPERA Control is active). For more information, see About Sales Activities Auto Traces.

      9. Nationality: Enter or select a nationality from the list (also available in Managing Profile Identification and Personal Details).

      10. VIP: Select a value from the list if the guest is considered a VIP (available when the VIP OPERA Control is active).

      11. Currency: Select a default currency when generating folios for this guest or contact (available when the Ability to Quote Rates in Foreign Currencies OPERA Control is active).

      12. Client ID: Enter a unique client ID to identify this profile. You can use the Client ID field on the Profile Search screen to locate this profile.

      13. Tax Type: Select a tax type from the list to identify any specific tax handling. (Available when the Tax Types OPERA Control is active and the Tax Type Calculation OPERA Control is set to Profile). For more information, see Configuring Tax Types.

      14. Tax ID: Enter Tax ID for the guest or contact according to local requirements.

      15. Tax ID 2: Enter Tax ID for the guest or contact according to local requirements

      16. (Auto) Folio Settle Type: Select an auto-folio settlement type from the list if reservation accounts are to be auto-settled periodically (available when the Auto Settlement Rules OPERA Control is active). For more information, see Configuring Auto Folio Settlement Types.

      17. Contact: Select check box to make the guest profile also a contact profile (available when the Contact OPERA Control is active).

      18. Keep History: Select this check box to exclude this profile from the profile purge.

      19. Active: Deselect the check box to inactivate the profile and exclude it from searches by default. Inactive profiles are purged.

      20. Protected: Select check box to activate profile protection and prevent updates (Available when the Profile Protection OPERA Control is set to By Profile and the Mark/Unmark Profile as Protected task is assigned to your role(s)). For more information, see Configuring Profile Protection.

      21. Restricted: Select check box to identify the guest or contact as restricted from staying at the property. Restricted profiles are indicated in profile search and presentation pages. 

          1. Reason: Select a restricted reason from the list NOTE: Restricted profiles are excluded from purge when the Exclude Restricted Profiles From Purge OPERA Control is active.

   2. Click Save.

Table 2-2 Guest and Contact Detail Links

Profile	Billing
Additional Information
Channel Negotiated Rates	Accounts Receivable
Communications	Financials
Correspondence	Negotiated Rates
Delivery Types
e-Certificates
Identification
Keywords
Membership
Owner Referrals
Owner Records
Sales Information
Service Requests
Subscriptions
Scheduled Activities
Notifications	Stays
Attachments	Future and Past Stays
Notes	Future and Past Blocks
Emails