Prerequisites for Client Relations Administration
This chapter of the OPERA Cloud User Guide lists the prerequisites for Client Relations Administration menu.
- Prerequisites for Activities Configuration
- Prerequisites for Activity Results
- Prerequisites for Sales Activities Auto Traces
- Prerequisites for Guest Loyalty Programs
- Prerequisites for Membership Enrollment Codes
- Prerequisites for Membership Enrollment Groups
- Prerequisites for Membership Type Awards
- Prerequisites for Validating Membership Numbers using an Integrated Solution
- Prerequisites for Configuring (Sales) Account Types
- Prerequisites for Alternate (Name) Language Titles
- Prerequisites for Company Types
- Prerequisites for Configuring Genders
- Prerequisites for Keyword Types
- Prerequisites for Configuring Location Types
- Prerequisites for Configuring Pay Days
- Prerequisites for Profile Name Validations
- Prerequisites for Profile Protection
- Prerequisites for Relationships
- Prerequisites for Restriction Reasons
- Prerequisites for Sales Information
- Prerequisites for Configuring Industry Codes
- Prerequisites for Advanced Titles
- Prerequisites for Travel Agent Types
- Prerequisites for VIP Levels
- Prerequisites for Configuring Credit Ratings
- Prerequisites for Membership Level Benefits
- Prerequisites for Membership Revenue Groups
- Prerequisites for Membership Revenue Types
- Prerequisites for Configuring Membership Rate Rules
- Prerequisites for Configuring Profile Merge Rules
Parent topic: Client Relations Administration
Prerequisites for Activities Configuration
Licenses / Subscriptions
Oracle Hospitality OPERA Cloud Service, Sales and Event Management Essentials Edition
Or
Oracle Hospitality OPERA Cloud Service, Sales and Event Management Standard Edition
Or
Oracle Hospitality OPERA Cloud Service, Sales and Event Management Premium Edition
OPERA Controls
Group: Activity
Function: Activities
OPERA Cloud Tasks
Group: Client Relations Admin
Tasks: Activity Management
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Activity Types
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New/Edit Activity Types
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Delete Activity Types
-
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Activity Results
Licenses / Subscriptions
Oracle Hospitality OPERA Cloud Service, Sales and Event Management Standard Edition
Or
Oracle Hospitality OPERA Cloud Service, Sales and Event Management Premium Edition
OPERA Controls
Group: Activity
Parameter: Activity Results
OPERA Cloud Tasks
Group: Client Relations Admin
Tasks: Activity Management
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New/Edit Activity Results
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Delete Activity Results
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Sales Activities Auto Traces
Licenses / Subscriptions
Oracle Hospitality OPERA Cloud Service, Sales and Event Management Standard Edition
Or
Oracle Hospitality OPERA Cloud Service, Sales and Event Management Premium Edition
OPERA Controls
Group: Activity
Function: Auto Traces
OPERA Cloud Tasks
Group: Client Relations Admin
Tasks: Activity Management
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Trace Codes
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New/Edit Traces Codes
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Delete Traces Codes
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Trace Definitions
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New/Edit Trace Definitions
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Delete Trace Definitions
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-
Trace Owner Mapping
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New/Edit Trace Owner Mapping
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Delete Trace Owner Mapping
-
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Guest Loyalty Programs
Licenses / Subscriptions
Oracle Hospitality OPERA Cloud Service, Loyalty
OPERA Controls
Group: Membership
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Award Points Redemption (optional)
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Enrollment (optional)
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Membership Claims (optional)
OPERA Cloud Tasks
Group: Client Relations Admin
Tasks
Parent Tasks | Sub-tasks | Tasks |
---|---|---|
Membership Management |
Membership Types |
|
Claim Types |
|
|
Claim Origins |
|
|
Rate Groups |
|
|
Property Groups |
|
|
Market Groups |
|
|
Revenue Groups |
|
|
Revenue Types |
|
|
Membership Class |
|
|
Transaction Groups |
|
|
Enrollment Codes |
|
|
Enrollment Groups |
|
|
Status Codes |
|
|
Awards |
|
|
Membership Rates |
|
|
Membership Room Groups |
|
|
Qualifying Rates |
|
|
Membership Type Rules |
|
|
OCIS E-Certificates |
|
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Membership Enrollment Codes
OPERA Controls
Group: Membership
Functions: Enrollment
OPERA Cloud Tasks
Group: Membership
-
New/Edit Enrollment Codes
-
Delete Enrollment Codes
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Membership Enrollment Groups
OPERA Controls
Group: Membership
Functions: Enrollment
OPERA Cloud Tasks
Group: Membership
-
New/Edit Enrollment Groups
-
Delete Enrollment Groups
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Membership Type Awards
OPERA Controls
Group: Membership
Tasks:
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Award Point Redemption
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Loyalty Payment Award (optional) or Loyalty Payment Award with Eligible Transactions (optional)
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Validating Membership Numbers using an Integrated Solution
OPERA Cloud Tasks
Group: Membership
Function: Loyalty Membership Configuration
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Configuring (Sales) Account Types
OPERA Controls
Group: Profiles
Parameter: Sales Information
OPERA Cloud Tasks
Group: Client Relations Admin
-
Account Types
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New/Edit Account Types
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Delete Account Types
-
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Alternate (Name) Language Titles
OPERA Controls
Group: General
Functions: Multi Language
OPERA Cloud Tasks
Group: Client Relations Admin
Tasks: Alternate Language Guest Titles
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New/Edit Alternate Language Guest Titles
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Delete Alternate Language Guest Titles
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Company Types
OPERA Controls
Group: Profile
Functions: IATA Company type
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Configuring Genders
OPERA Cloud Tasks
Group: Client Relations Admin
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Genders
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New/Edit Genders
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Delete Gender
-
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Keyword Types
OPERA Controls
Group: Profile
Functions: Keyword
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Configuring Location Types
OPERA Controls
Group: Profile
Functions: E-Certificate Redemption
OPERA Cloud Tasks
Group: Client Relations
Tasks: Profile Management
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Configuring Pay Days
OPERA Controls
Group: AR
Parameter: Payment Due Days
OPERA Cloud Tasks
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Pay Days
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New/Edit Pay Days
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Delete Pay Days
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Profile Name Validations
OPERA Controls
Group: Profile
Parameters: Profile Name Validations
OPERA Cloud Tasks
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Profile Management
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Profile Name Validations
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New/Edit Profile Name Validations
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Delete Profile Name Validations
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Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Profile Protection
OPERA Controls
Group: Profile
Functions: Profile Protect
Setting: Profile Protection (Method)
OPERA Cloud Tasks
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Profile Management
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Profile Protection
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Relationships
OPERA Controls
Group: Profile
Parameters: Relationships
Parameter: Relationships Rate Inherit
OPERA Cloud Tasks
Group: Client Relations Admin
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Relationships
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New/Edit Relationships
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Delete Relationships
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Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Restriction Reasons
OPERA Controls
Group: Profile
Parameters: Restriction / Flagged Reasons
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Sales Information
OPERA Controls
Group: Profile
Parameters : Sales Information
OPERA Cloud Tasks
Account Priorities
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New/Edit Account Priorities
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Delete Account Priorities
Competition Codes
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New/Edit Competition Codes
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Delete Competition Codes
Territories
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New/Edit Territories
-
Delete Territories
Influence Codes
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New/Edit Influence Codes
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Delete Influence Codes
Scope Codes
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New/Edit Scope Codes
-
Delete Scope Codes
Scope City Codes
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New/Edit Scope City Codes
-
Delete Scope City Codes
Sources
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New/Edit Sources
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Delete Sources
Business Potential
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New/Edit Business Potential
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Delete Business Potential
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Configuring Industry Codes
OPERA Cloud Tasks
Group: Client Relations Admin
-
New/Edit Industry Codes
-
Delete Industry Codes
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Advanced Titles
OPERA Controls
Group: Profile
Parameters: Advanced Title
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Travel Agent Types
OPERA Controls
Group: Profile
Function: IATA Company Type
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for VIP Levels
OPERA Controls
Group: Profiles
Functions: VIP
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Configuring Credit Ratings
OPERA Controls
Group: Reservations
Functions: Credit Rating
OPERA Cloud Tasks
Group: Client Relations Admin
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Credit Ratings
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New/Edit Credit Ratings
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Delete Credit Ratings
-
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Membership Level Benefits
OPERA Controls
Group: Membership
Functions: Level Benefits
OPERA Cloud Tasks
Group: Client Relations Admin
Tasks: Membership Management
-
New/Edit Membership Rate Rules
-
Delete Membership Rate Rules
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Membership Revenue Groups
OPERA Controls
Group: Profile
Function: Stay Records
OPERA Cloud Tasks
Group: Client Relations Admin
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New/Edit Revenue Groups
-
Delete Revenue Groups
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Membership Revenue Types
OPERA Controls
Group: Profile
Functions: Stay Records
OPERA Cloud Tasks
Group: Client Relations Admin
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New/Edit Revenue Types
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Delete Revenue Types
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Configuring Membership Rate Rules
OPERA Controls
Group: Membership
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Membership Rate Rules
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Guaranteed Availability for Members
OPERA Cloud Tasks
Group: Client Relations Admin
Tasks: Membership Management
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Membership Rate Rules
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New/Edit Membership Rate Rules
-
Delete Membership Rate Rules
Related Topics
Parent topic: Prerequisites for Client Relations Administration
Prerequisites for Configuring Profile Merge Rules
OPERA Controls
Group: Profile
Function: Profile Auto Merge
Parameter: Merge Contact with Direct Guests
OPERA Cloud Tasks
Group: Client Relations Admin
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New/Edit Profile Auto Merge Rules
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Delete Profile Auto Merge Rules
Related Topics
Parent topic: Prerequisites for Client Relations Administration