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Group Profile
Group profiles are created to handle group events (conventions, meetings, parties, and weddings). A group profile is distinguished from a company profile in that groups usually book for a specific time period, do not have standing rates, and do not have an ongoing relationship with the property or chain.
Enter demographic information about the group. You can enter multiple addresses, telephone numbers, and notes, as needed.
Group Name. Required. Enter the name of the group.
Language. Select the group's preferred correspondence language if it differs from the default language established during setup.
Address. Enter the group's address (mailing address, city, postal code, state, and country). If the group offers two or more addresses, select the Address drop down list to create multiple addresses. If multiple addresses are created you must select one as the primary. The primary address type will be displayed in parentheses below the Address label.
Telephone. Enter the group's primary telephone number. Select the Telephone drop down list to enter multiple telephone numbers. If multiple phone numbers are created, select one as the primary. The primary phone number will be displayed in this field.
Facsimile. Enter the group's fax number, if applicable.
VIP. Select a VIP code, if applicable.
Notes. Open the Comments drop down arrow to enter a comment pertaining to this group. Comments entered here are only visible when viewing the group's profile. You can enter as many notes as needed.
Ref. Curr. This signifies the currency that will be used to produce the group's billings and statements. By default, the property's default currency is initially inserted. Select an alternate currency as needed.
Acct. Contact. Enter the group's contact person.
Rate Code. Displays a negotiated rate code, if any. This information comes directly from the negotiated rate codes entered in the Rate Codes page under the Guest Info button.
A/R No. Displays the accounts receivable account number, if applicable.
Sales Mgr. Code. Open the sales manager drop down list and select a sales manager code. Sales manager codes are defined by each property or property chain.
Industry Code. Open the industry code drop down list and select an industry code. Industry codes are defined by each property or property chain.
Account Type. Open the account type drop down list and select an account code. Account codes are defined by each property or property chain.
Relationship Block. The relationship block is located in the center of the main Group page. This is where all relationships for this group are created and maintained.
Search Name Feature. The Search Name feature (lower left-hand side of window) is used to select other profiles within current profile type.
In the Relationships section of the main profile page, press the New button. A list of established relationships to and from the current profile type will display. If no list displays, there are no relationships setup to or from the current profile type.
In the Relationship Type box, highlight the relationship type you wish to create and press the OK button. A profile search screen will display.
The Description column describes the relationship from the perspective of the current profile type (Employer). The Relation column describes the relationship (Employee) from the opposite perspective.
Use the Profile Search screen to find the profile with whom you want to establish the relationship. Opera automatically switches to the appropriate corresponding profile type setup when the relationship was created.
Highlight the profile and press the OK button. You will return to the main profile page from which you started and the relationship will be displayed in the Relationships section.
There is no editing of a relationship, nor do you specifically add a relationship to a relationship type (Employer - Employee). If a relationship type exists, each time you create a new Employer - Employee relationship the new profile is added to the existing Employer - Employee relationship type. A relationship type with two or more relationships has multiple relationships and is signified by a plus (+) sign next to the primary (top) relationship profile.
In the Relationships section, highlight the relationship you want to delete.
Press the Delete button. The relationship will be deleted. You will not be prompted to confirm your decision to delete the relationship.
