Managing Profile Notes

You can add multiple notes of varying note types to profiles. Notes that are marked as internal can be excluded on reports and stationery. When the Copy Profile Reservation Notes To Reservation OPERA Control is active, notes of type Reservation are copied to new reservations. In multi-property operations you can specify the note applies to all properties or is specific to selected properties.

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Adding Profile Notes

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

2. Enter search criteria, then click Search.

3. Select the profile in the search result, then click I Want To. . ., and select Notes or open the profile and click the Notes link in Profile Presentation.

4. Click New

   1. Type: Select a note type from the list. For more information, see Configuring Note Types.

   2. Internal: Select this check box if the comment is to be treated as internal..

      Note:

      Internal notes are not output on stationery or on reports unless the report explicitly allows display of Internal Notes. You can uncheck this check box when Override Internal check box is selected in the note type configuration.

   3. Title: Enter a summary title for the note (default is based on the note type but it can be updated).

   4. Available In:

      1. Global: Select check box if this note is available in all properties.

      2. Property: Select check box is this note is property-specific.

         1. Property: Select one or more properties from the list.

   5. Comment: Enter or paste the note details; a maximum of 2000 characters (single byte) is supported.

5. Click Save  or click Save and Continue to add another.

Viewing and Updating Profile Notes

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

2. Enter search criteria, then click Search.

3. Select the profile in the search result, then click I Want To. . ., and select Notes or open the profile and click the Notes link in Profile Presentation.

4. Select the note, click ± to expand the card and read the note comments.

5. Select the vertical ellipse Actions menu and select Edit.

6. Update the details.

7. Click Save.

Deleting Profile Notes

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

2. Enter search criteria, then click Search.

3. Select the profile in the search result, then click I Want To. . ., and select Notes or open the profile and click the Notes link in Profile Presentation.

4. Select the vertical ellipse Actions menu and select Delete.

5. Click Delete to confirm.