Converting Sales Account Profile Types

You can convert Sales Account profiles types between Company, Travel Agent, and Source if there is no history of the profile type associated with the following: reservations/blocks, future reservations/blocks, AR accounts, outstanding commissions payable, and so.

Convert profile type activity is tracked in the changes log.

Note:

The Convert Profile Type action is enabled based on the Edit Profile Details task granted to roles.

Convert Sales Account Profile Type

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

2. Click the View By list and select a Profile Type.

3. Enter search criteria and click Search.

4. In the search results, click the I Want To . . . action and select Convert Profile Type.

5. Click the New Profile Type drop-down list and select a Profile Type.

6. Click Save.