Prerequisites for Client Relations Administration

Prerequisites for Activities Configuration

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: Activities

OPERA Cloud Tasks

Group: Client Relations Admin

Tasks: Activity Management

Activity Types

New/Edit Activity Types
Delete Activity Types

Related Topics

Activities

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

Activity Results

New/Edit Activity Results
Delete Activity Results

Related Topics

Configuring Activity Results

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

Trace Codes

New/Edit Traces Codes
Delete Traces Codes

Related Topics

Configuring Activity Trace Codes

Parent topic: Prerequisites for Client Relations Administration

Prerequisites for Guest Loyalty Programs

Licenses / Subscriptions

Oracle Hospitality OPERA Cloud Service, Loyalty

OPERA Controls

Group: Membership

Function:

Award Points Redemption (optional)
Enrollment (optional)

OPERA Cloud Tasks

Group: Client Relations Admin

Tasks

Parent Tasks	Sub-tasks	Tasks
Membership Management	Membership Types	New/Edit Membership Management Delete Membership Management
	Claim Types	New/Edit Claim Types Delete Claim Types
	Claim Origins	New/Edit Claim Origins Delete Claim Origins
	Rate Groups	New/Edit Rate Groups Delete Rate Groups
	Property Groups	New/Edit Property Groups Delete Property Groups
	Market Groups	New/Edit Market Groups Delete Market Groups
	Revenue Groups	New/Edit Revenue Groups Delete Revenue Groups
	Revenue Types	New/Edit Revenue Types Delete Revenue Types
	Membership Class	New/Edit Membership Class Delete Membership Class
	Transaction Groups	New/Edit Transaction Groups Delete Transaction Groups
	Enrollment Codes	New/Edit Enrollment Codes Delete Enrollment Codes
	Enrollment Groups	New/Edit Enrollment Groups Delete Enrollment Groups
	Status Codes	New/Edit Status Codes Delete Status Codes
	Awards	New/Edit Awards Delete Awards
	Membership Rates	New/Edit Membership Rates Delete Membership Rates
	Membership Room Groups	New/Edit Membership Room Groups Delete Membership Room Groups
	Qualifying Rates	New/Edit Qualifying Rates Delete Qualifying Rates
	Membership Type Rules	New/Edit Membership Type Rules Delete Membership Type Rules
	OCIS E-Certificates	New/Edit OCIS E-Certificates Delete OCIS E-Certificates

Related Topics

Guest Loyalty Programs

Parent topic: Prerequisites for Client Relations Administration

Prerequisites for Membership Enrollment Codes

OPERA Cloud Tasks

Group: Membership

Tasks: Enrollment

Related Topics

Configuring Membership Enrollment Codes

Parent topic: Prerequisites for Client Relations Administration

Prerequisites for Membership Enrollment Groups

OPERA Controls

Group: Membership

Functions: Enrollment

Related Topics

Configuring Membership Enrollment Groups

Parent topic: Prerequisites for Client Relations Administration

Prerequisites for Membership Type Awards

Subscription

Oracle Hospitality OPERA Cloud Service, Loyalty

OPERA Controls

Group: Membership

Tasks:

Award Point Redemption
Loyalty Payment Award (optional)

Related Topics

Configuring Membership Type Awards

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

Validating Membership Numbers using an Integrated Solution

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

Profile Management:

Account Types
- New/Edit Account Types
- Delete Account Types

Related Topics

Configuring Sales Account Types

Parent topic: Prerequisites for Client Relations Administration

Prerequisites for Alternate (Name) Language Titles

OPERA Controls

Group: General

Functions: Multi Language

Related Topics

Alternate (Name) Language Titles

Parent topic: Prerequisites for Client Relations Administration

Prerequisites for Company Types

OPERA Controls

Group: Profile

Functions: IATA Company type

Related Topics

Configuring Company Types

Parent topic: Prerequisites for Client Relations Administration

Prerequisites for Configuring Genders

OPERA Cloud Tasks

Group: Client Relations Admin

Tasks: Profile Management

Genders
- New/Edit Genders
- Delete Gender

Related Topics

Configuring Genders

Parent topic: Prerequisites for Client Relations Administration

Prerequisites for Keyword Types

OPERA Controls

Group: Profile

Functions: Keyword

Related Topics

Configuring Keyword Types

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

Configuring Location Types

Parent topic: Prerequisites for Client Relations Administration

Prerequisites for Configuring Pay Days

OPERA Controls

Group: AR

Parameter: Payment Due Days

OPERA Cloud Tasks

Profile Management

Pay Days
New/Edit Pay Days
Delete Pay Days

Related Topics

Configuring Pay Days

Parent topic: Prerequisites for Client Relations Administration

Prerequisites for Profile Name Validations

OPERA Controls

Group: Profile

Parameters: Profile Name Validations

OPERA Cloud Tasks

Profile Management
Profile Name Validations
- New/Edit Profile Name Validations
- Delete Profile Name Validations

Related Topics

Configuring Profile Name Validations

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

Profile Management
Profile Protection

Related Topics

Configuring Profile Protection

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

Tasks:

Relationships
- New/Edit Relationships
- Delete Relationships

Related Topics

Configuring Relationships

Parent topic: Prerequisites for Client Relations Administration

Prerequisites for Restriction Reasons

OPERA Controls

Group: Profile

Parameters: Restriction / Flagged Reasons

Related Topics

Configuring Restriction Reasons

Parent topic: Prerequisites for Client Relations Administration

Prerequisites for Sales Information

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: Profile

Parameters : Sales Information

OPERA Cloud Tasks

Account Priorities

New/Edit Account Priorities
Delete Account Priorities

Competition Codes

New/Edit Competition Codes
Delete Competition Codes

Territories

New/Edit Territories
Delete Territories

Influence Codes

New/Edit Influence Codes
Delete Influence Codes

Scope Codes

New/Edit Scope Codes
Delete Scope Codes

Scope City Codes

New/Edit Scope City Codes
Delete Scope City Codes

Sources

New/Edit Sources
Delete Sources

Business Potential

New/Edit Business Potential
Delete Business Potential

Related Topics

Sales Information

Parent topic: Prerequisites for Client Relations Administration

Prerequisites for Configuring Industry Codes

OPERA Cloud Tasks

Group: Client Relations Admin

Tasks: Industry Codes

New/Edit Industry Codes
Delete Industry Codes

Related Topics

Configuring Industry Codes

Parent topic: Prerequisites for Client Relations Administration

Prerequisites for Advanced Titles

OPERA Controls

Group: Profile

Parameters: Advanced Title

Related Topics

Configuring Titles

Parent topic: Prerequisites for Client Relations Administration

Prerequisites for Travel Agent Types

OPERA Controls

Group: Profile

Function: IATA Company Type

Related Topics

Configuring Travel Agent Types

Parent topic: Prerequisites for Client Relations Administration

Prerequisites for VIP Levels

OPERA Controls

Group: Profiles

Functions: VIP

Related Topics

Configuring VIP Levels

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

Tasks: Profile Management

Credit Ratings
- New/Edit Credit Ratings
- Delete Credit Ratings

Related Topics

Configuring Credit Ratings

Parent topic: Prerequisites for Client Relations Administration