Managing Block Notes

You can add multiple notes of different note types  to a block. Depending on whether block notes are marked as internal or external they can be output on documents such as the Quote, Contract and Banquet Event Orders and reports.

Note:

Reservation notes added to a business block are carried over to reservations created for the block, provided the reservation is made after the note is added to the block. If a reservation note exits on the PM reservation for the block, then the PM reservation note is carried over to any new reservations instead of the block note.

Adding Block Notes

1. From the OPERA Cloud menu, select Bookings , select Blocks , and then select Manage Block.

2. Enter search criteria, click Search.

3. Select Block in search result, click I Want to. . ., Notes or click the Notes link in Block Presentation.

4. Click New.

   1. Type: Select a note type from the list.

   2. Internal: Select this check box if the note 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 deselect this check box when Override Internal is selected in the note type configuration.

   3. Title: Enter a summary title for the note. Defaults according to the note type.

   4. Comment: Enter or paste the note details; a maximum of 2000 characters are permitted.

5. Click Save.

Viewing and Updating Block Notes

1. From the OPERA Cloud menu, select Bookings , select Blocks , and then select Manage Block.

2. Enter search criteria, click Search.

3. Select the Block in the search result, click I Want to..., Notes or click the Notes link in Block Presentation.

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

5. Click the vertical ellipsis Actions menu and click Edit.

6. Update details.

7. Click Save.

Deleting Block Notes

1. From the OPERA Cloud menu, select Bookings , select Blocks , and then select Manage Block.

2. Enter search criteria, click Search.

3. Select the Block in the search result, click I Want to..., Notes or click the Notes link in Block Presentation.

4. Click the vertical ellipsis Actions menu and click Delete.

5. Click Delete to confirm.