1. User Guide
  2. Administration
  3. Client Relations Administration
  4. Profile Management
  5. Configuring Keyword Types

Configuring Keyword Types

Prerequisites for Keyword Types
You can configure various keyword types and add multiple keywords to a profile (individual, company, agent, or source). You can enter these keywords when searching to make it easier to find a profile.

Adding a Keyword Type

  1. From the Administration menu, select Client Relations, select Profile Management, and then select Keyword Types.

  2. Click New and complete the following fields:

    1. Code: Enter a code that identifies the keyword type. This code appears within the Keyword Type list of values on the Profile screen.

    2. Description: Enter the description of the keyword code.

    3. Manage Translation: Click link to configure localized descriptions. For more information, see Configuring Localized Code Descriptions. (Available when the Multi-language OPERA Control is active.).

    4. Sequence: Enter a number that controls the position of this code in listings. Codes without a sequence number assigned are listed in alphabetical order following codes with a sequence assigned. 

    5. Copy to Subsidiary Profile: When this option is selected and a profile has an established Company Master to Company Subsidiary or Company Subsidiary to Company Master relationship, you are prompted to copy this keyword type to the profiles established within this relationship type. Deselecting this option does not prompt you to copy the keyword type/ keyword to the subsidiary profiles when this keyword type is added to a profile that has the Company Master relationship defined. This is available for Sales Accounts (Company, Travel Agent, Source profiles) with a relationship defined based on pre-configured master-subsidiary relationship types.

  3. Click Save to save and exit or click Save and Continue to save this Keyword type and add another.

Editing a Keyword Type

  1. From the Administration menu, select Client Relations, select Profile Management, and then select Keyword Types.

  2. Enter search criteria and click Search.

  3. Select the keyword type in the search result, and then click vertical ellipsis Actions menu and select Edit.

  4. Update the configuration.

  5. Click Save.

Deleting a Keyword Type

  1. From the Administration menu, select Client Relations, select Profile Management, and then select Keyword Types.

  2. Enter search criteria and click Search.

  3. Select the keyword type in the search result, and then click vertical ellipsis Actions menu and select Delete.

  4. Click Delete to confirm.

Parent topic: Profile Management