1. User Guide
  2. OPERA Cloud
  3. Client Relations
  4. Profiles
  5. Managing Profiles
  6. Managing Sales Account Keywords

Managing Sales Account Keywords

Prerequisites for Managing Sales Account Keywords

You can set up various keyword types and add a keyword per keyword type to a sales account profile as an alternate method of identifying and searching for a sales account. Keywords can include the search name abbreviations, tax numbers, corporate ID numbers, stock codes, and so on. When the Copy to Subsidiary Profile check box is selected in Keyword Type configuration and a profile has a Master to Subsidiary relationship, you are prompted to copy this keyword type to any subsidiary profiles (Available when the Relationships OPERA Control is active).

Note:

For Account profiles that have a relationship added with a pre-configured master-subsidiary relationship type, when adding, editing, or deleting Keywords (configured as "Copy to Subsidiary Profile") on a master account profile, you are prompted to copy/delete 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.

Adding Keywords

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

  2. Enter search criteria and click Search.

  3. Select the profile from the search results, click the I Want To . . . action, select Keywords, or click the Keywords link in Profile Presentation.

  4. Click New and enter the following details:

    1. Keyword Type: Select a keyword type from the list.

    2. Keyword: Enter the keyword.

  5. Click Save.

Editing Keywords

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

  2. Enter search criteria, click Search.

  3. Select the profile from the search results, click the I Want To . . . action, select Keywords, or click the Keywords link in Profile Presentation.

  4. Select the keyword, click the vertical ellipsis Actions menu, and select Edit.

  5. Update details.

  6. Click Save.

Deleting Keywords

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

  2. Enter search criteria, click Search.

  3. Select the profile in the search results, click the I Want To . . . and select Keywords or click the Keywords link in Profile Presentation.

  4. Select the keyword, click the vertical ellipsis Actions menu, and select Delete.

  5. Click Delete to confirm.

Parent topic: Managing Profiles