OPERA Cloud Tasks — Client Relations
Table 22-5 Task Permissions
Parent Task | Task | Subtask |
---|---|---|
Profiles Management |
Batch Profile Update |
N/A |
Scheduled Activities |
N/A |
|
Create Profile |
|
|
Correspondence |
|
|
Attachments |
|
|
Delivery Types |
|
|
Identification |
|
|
Profile Financials | Manage Payment And Routing Instructions | |
Manage Incognito Name for Profiles | ||
Manage Profile Subscription | ||
Negotiated Rates |
|
|
Profile Memberships |
|
|
Membership Promotion |
|
|
Account Receivables |
N/A |
|
Profile Details |
Edit Additional Details |
|
Relationships |
|
|
Profile Lookup |
N/A |
|
Preview/Download Contact Email |
N/A |
|
Communications |
Manage Communications |
|
Address |
Bypass Address Validation |
|
|
Bypass Email Validation |
|
Keyword |
|
|
Preferences |
|
|
Future And Past Stays |
N/A |
|
Profile Notes |
|
|
Override Profile Protection |
|
|
Mark/Unmark Profile as Protected |
N/A |
|
Enrollments |
New Enrollment |
|
Profile Merge |
|
|
Profile Commission |
|
|
Award List |
N/A |
|
Anonymize Profile |
N/A |
|
Account Forecast |
|
|
Lookup Screen Customization |
N/A |
|
Ownership Records and Owner Referrals |
|
|
Anonymize Profile |
N/A |
|
Suspended Stays |
|
|
Mark/Unmark Profile as Restricted |
N/A |
|
Profile Match List |
N/A |
|
Import Collecting Agent Tax Percentages |
N/A |
|
Profile Flexible Dynamic Fields |
|
|
Request/Resync to External System |
N/A |
|
Profile Images |
|
|
Activities |
|
N/A |
Attachments |
|
|
Membership Management | Calculate Membership Points | |
E-Certificates | Consume E-Certificate | |
Membership Points Exception |
N/A |
|
Manage Membership Claims |
|
|
Suspended Primary Membership Profiles |
|
|
Tier Management |
N/A |
Parent topic: OPERA Cloud Tasks