Configuring Relationships

Adding Relationships

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

2. Click New and complete the following fields:

   1. From Relationship Type: Select the profile type of the "from" component of the relationship.

   2. Code: Enter a code that briefly describes the "from" component of the relationship.

   3. Description: Enter a detailed description of the "from" component of the relationship (for example, employer, parent company, and so on).

   4. To Relationship Type: Select the profile type of the "to" component of the relationship.

   5. Code: Enter a code that briefly describes the "to" component of the relationship.

   6. Description: Enter a detailed description of the "to" component of the relationship (for example, employer, parent company, and so on).

   7. Link Type: Choose from the following options for the relationship link type:

      1. Default: Select to indicate the relationship is the default relationship, or primary relationship, when these two profile types are part of a relationship. Only one primary relationship type is allowed for any relationship types that involve the same two profile types.

      2. Global: Select to indicate the relationship type is global or available to all properties in the cluster. Global relationships are exchanged and synchronized among remote properties through OXI and must be centrally defined and managed. Global relationships can be viewed but not changed on the property level.

      3. Has Hierarchy: Select check box to indicate the relationship type is hierarchical. Hierarchical relationships apply (and are the default) when company, travel agent, and source profile types are involved in the relationship. When you create a relationship and assign a hierarchical relationship type to it, the Hierarchy button is available on the Profile Relationships panel. The hierarchy shows the current profile’s hierarchical position in a ¿tree view¿ style diagram. If another sales account is selected from the diagram, Hierarchical relationships enable you to build multi-level relationships such as master, sub1, sub2, and so on. Non-hierarchical relationships support only one level (for example, Partner or Spouse) and are mainly used on individual profiles.

         Non-hierarchical relationships support only one level (for example, Partner or Spouse). Non-hierarchical relationships are mainly used on individual profiles.

   8. Rate: Select an option if negotiated rates are shared between the profiles linked with this relationship type. Available when the Negotiated Rates and Relationships Rate Inherit OPERA Controls are active.

3. Click Save.

Editing Relationships

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

2. Enter search criteria and click Search.

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

4. Update the configuration.

5. Click Save.

Deleting Relationships

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

2. Enter search criteria and click Search.

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

4. Click Delete to confirm.