Profiles Management

Scheduled Activities

N/A

Create Profile

• Guest Profile

• Company Profile

• Travel Agent Profile

• Source Profile

• Group Profile

• Contact Profile

Correspondence

• New/Edit Guest Privacy Options

• Edit Mailings and Sales Information

Attachments

• New Attachment

• Delete Attachment

• Preview/Download Attachment

Delivery Types

• New/Edit Delivery Types

• Delete Delivery Types

Efolio Export

• Edit Efolio Export Delivery Method

• Delete Efolio Export Delivery Method

Identification

• New/Edit Identification

• Delete Identification

• View Identification Details

Profile Financials

Manage Payment And Routing Instructions

Manage Incognito Name for Profiles

N/A

Manage Suspended Profiles

N/A

Negotiated Rates

• New/Edit Negotiated Rates

• Delete Negotiated Rates

Profile Memberships

• New/Edit Memberships

• Delete Memberships

• Calculate Membership Points

• New Membership Transaction

Access Membership Name on Card

Access Primary Membership Level

Access Restricted Levels

Membership Exceptions

Web User Accounts

• New/Edit Web User Accounts

• Delete Web User Accounts

Account Receivables

N/A

Profile Details

Edit Additional Details

Relationships

• New/Edit Relationships

• Delete Relationships

Profile Lookup

N/A

Primary Details

Edit Primary Details

Communications

Manage Communications

Keyword

• New/Edit Keyword

• Delete Keyword

Preferences

• New/Edit Preferences

• Delete Preferences

Future And Past Stays

N/A

Profile Notes

• New/Edit Profile Notes

• Delete Profile Notes

Override Profile Protection

• Override Profile Protection For Contact Profile

• Override Profile Protection For Guest Profile

• Override Profile Protection For Source Profile

• Override Profile Protection For Travel Agent Profile

• Override Profile Protection For Company Profile

• Override Profile Protection For Group Profile

Mark/Unmark Profile as Protected

N/A

Mark/Unmark Profile as Property Exclusive

N/A

Award List

N/A

Tier Management

N/A

Transfer Points

N/A

E-Certificates

• Issue E-Certificate

• Consume E-Certificate

• Extend E-Certificate

Anonymize Profile

N/A

Lookup Screen Customization

N/A

Batch Profile Update

N/A

Enrollments

New/Edit Enrollments

Batch Profile Update

Enrollments

New/Edit Enrollments

Profile Merge

• Contact Profile

• Guest Profile

• Source Profile

• Travel Agent Profile

• Company Profile

• Group Profile

Profile Commission

• New/Edit Profile Commission

• Delete Profile Commission

Account Forecast

• New/Edit Account Forecast
• Delete Account Forecast

Activities

• New/Edit Activity

• Delete Activity

Attachments

• New Attachment

• Delete Attachment

• Download/Preview attachment