Managing Profile Communication

You can add communication types to a profile, such as additional addresses, phone numbers, fax numbers, and email addresses.

Select one entry of each communication type as the primary; the primary address is used on guest and company stationery such as folios and AR invoices.

When the Address Validation OPERA Control is active, OPERA Cloud communicates with an external address validation solution to verify the address details when saved. If no verified match is found, you are presented with a list of potential matching addresses to choose from (maximum of 25 matches). The Address Validation Country Codes OPERA Control determines the countries, and the Address Validation Profile Types OPERA Control determines the profile types for which address validation is performed. The Validated check box indicates the address is validated.

Note:

In Great Britain you can look up an address by Postal Code, enter the Country and the Postal Code in the address details, then click Save to view a list of potential addresses. Click Cancel to retain the original address details entered.

Adding Profile Communications

From the OPERA Cloud menu, select Client Relations, select Profiles, and select Manage Profile
Enter search criteria and click Search.
Select the profile in the search result, then click I Want to... , and select Communications or open the profile and click Communications in Profile Presentation.
To add Phone, Email or Fax, click Edit.
1. Enter a number of rows to create and click Add Rows.
2. Complete the following
3. Primary: Click to mark this entry as the primary communication for this communication type.
4. Type: Select the communication type from the list.
5. Value: Enter the communication details, such as phone number or email address.
6. Sequence: Enter a sequence value.
Click Save.
To add Address click New and enter the following details:
1. Address Type: Select the address type from the list.
2. Address1: Enter the street address.
3. Address2: Enter the street address.
4. Address3: Enter the street address.
5. Address4: Enter the street address.
6. City: Enter the city (suburb).
7. Country: Select the country from the list.
8. State: Select the state from the list.
9. Postal Code: Enter the postal (zip) code.
10. Postal Code Ext: Enter the postal code extension.
11. Language: Select a language for the address
12. Primary: Select the mark the address as the primary address.
13. Validated: Select the checkbox to bypass external validation (Available when the Bypass Address validation task is assigned to your role). When displayed unchecked the address is not validated. When checked the address is validated or bypassed.
Click Save.

Editing Profile Communications

From the OPERA Cloud menu, select Client Relations, select Profiles, and select Manage Profile
Enter search criteria and click Search.
Select the profile in the search result, then click I Want to... , and select Communications or open the profile and click Communications in Profile Presentation.
To update click Edit.
1. Update details.
2. To re-validate an address change, uncheck the Validated check box.
Click Save.

Deleting Profile Communications

From the OPERA Cloud menu, select Client Relations, select Profiles, and select Manage Profile.
Enter search criteria and click Search.
Select the profile in the search result, then click I Want to... , and select Communications or open the profile and click Communications in Profile Presentation.
To delete Phone, Email or Fax, click Edit.
1. Select the entry and click the vertical ellipsis Actions menu, and click Delete.
2. Click Delete to confirm.
To delete an address:
1. Select the Address tab.
2. Click Delete.
3. Click Delete to confirm.
Click Save.