1. User Guide
  2. OPERA Cloud
  3. Client Relations
  4. Profiles
  5. Managing Profiles
  6. Managing Profile Relationships

Managing Profile Relationships

Prerequisites for Manage Profile Relationships

Relationships define the associations between individuals, companies, travel agents, sources and contacts. Knowing that ABC is an employee of XYZ Sources, Inc.; that XXX is the spouse of VIP 123; or that MMN is a contact for XXX Bank can aid in decision-making and in providing good customer service. 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.

Note:

  • For Account profiles (Company, Travel Agent, and Source) with a Keyword (configured as "Copy to Subsidiary Profile") added, when adding a Master to Subsidiary relationship based on a pre-configured Master-Subsidiary relationship type, you are prompted to copy the Keyword Type/Keyword to the profile's subsidiaries. Click Yes to apply the keyword changes to all the subsidiary accounts or click No to only apply the keyword changes to the master account.

  • For Account profiles (Company, Travel Agent, and Source), when adding a Subsidiary to Master relationship based on a pre-configured Master-Subsidiary relationship type, and a Keyword (configured as "Copy to Subsidiary Profile") exists on the Master profile, you are prompted to copy the Keyword Type/Keyword from the Master profile. Click Yes to copy the Keyword Type/Keyword from the Master profile or click No if you do not wish to copy the Keyword Type/Keyword from the Master profile. 

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

Tip:

Inactive profiles with an existing relationship can be displayed by selecting the vertical ellipsis Actions menu and selecting Show Inactive.

  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, then click I Want To..., and select Relationships or open the profile and click the Relationships link in Profile Presentation.

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

Parent topic: Managing Profiles