Differences

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--- leon:new-phonebook [2022/08/29 16:09]
marek
+++ leon:new-phonebook [2024/03/22 21:58] (current)
rafal [BASIC]
@@ Line 1: / Line 1: @@
 ====== PHONEBOOK ======
-[{{ :leon:new-phonebook:main_view.png?400|New Phonebook main view}}]
+[{{ :leon:new-phonebook:phonebook_-_updated_with_ed.png?400|New Phonebook main view}}]
 To make flight preparations quick and easy you can use this section and add contact data to Leon.
@@ Line 18: / Line 18: @@
     * {{:leon:new-phonebook:np_-_person_icon.png?nolink|}} - indicates person
     * {{:leon:new-phonebook:np_-_company_icon.png?nolink|}} - indicates company
-  * **Client** - indicates whether the contact is or isn't a Client. This can be indicated by selecting the 'Client' checkbox in contact profile
+  * **Category** - indicates whether the contact is or isn't a Crew, Client, or PAX. Client can be indicated by selecting the 'Client' checkbox in the contact profile
   * **Country** - a country where the contact is based
+  * **Action**:
+    * {{:leon:icons:np_-_bin.png?nolink|}} - clicking on a bin icon allows deleting a contact
+    * {{:leon:icons:np_-_history.png?nolink|}} - accessing the changes history of a contact
+------------------
 ===== Filters =====
@@ Line 28: / Line 32: @@
   * {{:leon:new-phonebook:np_-_filter_1.png?nolink|}} - allows filtering by contact name and the contact code
-  * {{:leon:new-phonebook:np_-_filter_2.png?nolink|}} - allows displaying all the contacts or the animals only
+  * {{:leon:new-phonebook:np_-_filter_2.png?nolink|}} - the following options are available:
+    * **Show** - allows displaying animals or deactivated contacts only
+    * **Labels** - allows filtering by labels assigned to the contacts. It is possible to filter by multiple labels (filtering based on 'or' method)
+    * **Category** - filtering by the category of the contact: Client, Crew, PAX and User
+    * **Type** - filtering by the type of the contact: Company, Person, Animal
   * {{:leon:new-phonebook:import_pax.png?nolink|}} - allows importing PAX data from Excel
-  * {{:leon:new-phonebook:export_to_exc.png?nolink|}} - allows exporting Phonebook data to Excel
+  * {{:leon:new-phonebook:phonebook_-_ed_icon.png?nolink|}} - this option allows the creation of a report with potential duplicate entries. The data within the report will be separated into two tabs: 'Person' and 'Company'. the report will contain a 'Contact URL' column with the link that leads to the contact profile in the Phonebook. The duplicates are matched by either Name, Travel document number, Phone number, work email address
 Resetting the filters can be done by deleting already selected options.
@@ Line 44: / Line 52: @@
 ===== New Contact =====
-[{{ :leon:new-phonebook:np_-_new_contact_company.png?200|Adding new Company}}]
+[{{ :leon:new-phonebook:phonebook_-_new_company_upd.png?200|Adding new Company}}]
-[{{ :leon:new-phonebook:np_-_new_contact_person.png?200|Adding new Person}}]
+[{{ :leon:new-phonebook:np_-_new_contact_person_upd.png?200|Adding new Person}}]
 In order to add a new contact press {{:leon:new-phonebook:np_-_new_contact_icon.png?nolink|}} button.
@@ Line 54: / Line 62: @@
   * **Person**
-Depending on the selection, the details are very similar. There are some details that do not apply to the Company' such as Gender, Place of Birth, etc.
+Depending on the selection, each of the types contains different tabs where the details can be inserted.
-Some of the **important fields** are:
+In order to **edit** the existing contact, simply click on the contact and the editing pop-up window will display.
-  * **Language** - an indication of the language that the contact speaks. This could be important when contacting the Client, especially if sales emails and documents are to be sent (can be customized in a specific language in the [[leon:documents-manager|Documents Manager]] and the [[leon:email-templates|EMAIL TEMPLATES]])
+The contact details in the editing window are the same as in the 'New contact' window.
-  * **Salutation** - salutation selected here can be used in email and documents templates by default
-  * **Operator base** - more information below
-  * **Client** - checkbox indicating in the contact is a Client or not
-  * **Preferred handling agent** - more information below
-  * **Exclusion zones** - more information below
-In order to **edit** the existing contact, simply click on the contact and the editing pop-up window will display.
+The formats for inserting dates recognized by Leon are dd.mm.yyyy, dd-mm-yyyy, dd/mm/yyyy
-The contact details in the editing window are the same as in the 'New contact' window.
 -------------------------------------
 ==== Operator base ====
@@ Line 150: / Line 152: @@
 -------------------
+===== Possibility to delete multiple contacts =====
+It will be possible to delete multiple contacts at once in the Phonebook.
+[{{ :leon:new-phonebook:phonebook_-_delete_multiple_contacts_window.png?300|'Delete contacts' window}}]
+[{{ :leon:new-phonebook:phonebook_-_delete_multiple_contacts_confirmation.png?300|'Remove contacts confirmation' window}}]
+In order to **delete multiple contacts** the following steps need to be performed:
+  - Click on the **DELETE CONTACTS** button located at the bottom panel of the Phonebook
+  - The 'Delete contacts' pop-up window will appear. The window is divided into two sections:
+    * **Available** - all the contacts available in the Phonebook. Contacts can be searched for by inserting the name in the 'Search' box
+    * **Selected** - contacts selected for the removal
+  - In the 'Available' section, click on the **+** next to the contact(s) that are to be removed. Contact will appear in the 'Selected' section. Clicking on the **-** in the 'Selected' section, removes contact from the list for removal
+  -  Once the contacts are selected, press **REMOVE CONTACTS** button
+  -  **Remove contacts confirmation** pop-up will appear where one of the two options can be selected:
+    * **Deactivate** - this option deactivates contacts
+    * **Permanently delete & anonymize data?** - this option removes the contacts permanently from the Phonebook and Leon database. Once the contact is permanently removed it cannot be reinstated
+  - Once confirmed, the proper action based on the selection is performed
+The following types of contacts **cannot be removed** in the Phonebook:
+  * Leon Users
+  * Clients assigned to the requests in the 'Requests/Quotes' section
+  * Leon Support/Leon Commission users
+-----------
 ===== Edit Contact =====
@@ Line 157: / Line 183: @@
 Depending on the type of contact, a different set of details will be available.
-When it comes to the **Company** type client, 2 tabs are available:
+When it comes to the **Company** type client, the following tabs are available: **Basic**, **Details**, **Sharing**, **Persons**, **Misc**, **Files**, **Flights**
-  * **Basic***
-  * **Persons**
-Some of the elements are explained in the 'New Contact' section.
+When it comes to the **Person** type client, the following sections are available: **Basic**, **Details**, **Characteristics**, **Sharing**, **Persons**, **Misc**, **Files**, **Flights**
-When it comes to the **Person** type client, the following sections are available:
-  * **Basic**
-  * **Documents**
-  * **Characteristics**
-  * **Sharing**
-  * **Persons**
 The sections are explained below.
 -------------------------
+===== History of contact changes =====
+[{{ :leon:new-phonebook:np_-_changes_history_pop-up.png?300|Contact changes history window}}]
+The history of contact changes can be accessed by clicking on {{:leon:icons:np_-_history.png?nolink|}}icon located in the 'Actions' column in the main view or in the 'Edit contact' pop-up window, next to the 'Edit contact' label.
-==== BASIC ====
-[{{ :leon:new-phonebook:np_-_basic_tab.png?200|'Basic' tab display}}]
+In the case of **Person** type contacts, the history pop-up window is divided into two tabs, as per the screenshot on the right:
-**Basic** tab contains very detailed information of the Contact as well as address and the contact details.
+  * **Basic** - containing basic contact information such as Name, Gender, Place of Birth, Date of Birth, and emails
+  * **Documents** - changes to Contact documents details
-Some of the more important details are:
+In case of **Company** type contacts, there is only one **Basic** tab, containing basic company information.
-  * * **Language** - an indication of the language that the contact speaks. This could be important when contacting the Client, especially if sales emails and documents are to be sent (can be customized in a specific language in the [[leon:documents-manager|Documents Manager]] and the [[leon:email-templates|EMAIL TEMPLATES]])
+The Changes history window displays the date and time of change in UTC as well as the name of the User that changed the details.
-  * **Salutation** - salutation selected here can be used in email and documents templates by default
-  * **Operator base** - more information in the 'New Contact' subsection
-  * **Client** - checkbox indicating in the contact is a Client or not
-  * **Preferred handling agent** - more information in the 'New Contact' subsection
-  * **Exclusion zones** - more information in the 'New Contact' subsection
-Additionally, details inserted in the **Email** section will be used to send any emails (sales documents and movement emails) to the Client.
+The changes are represented by colours:
----------------------------
+  * {{:leon:new-phonebook:np_-_no_change.png?nolink|}} - no change
+  * {{:leon:new-phonebook:np_-_new.png?nolink|}} - new information inserted
+  * {{:leon:new-phonebook:np_-_change.png?nolink|}} - information amended
+  * {{:leon:new-phonebook:np_-_deleted.png?nolink|}} - deleted information
-==== DOCUMENTS ====
-[{{ :leon:new-phonebook:np_-_documents_tab_updated.png?300|'Documents' tab}}]
-In the documents section the following details can be inserted:
+---------------
+===== TABS =====
+==== BASIC ====
+[{{ :leon:new-phonebook:bp_-_person_basic_amended.png?200|'Basic' tab display}}]
+[{{ :leon:new-phonebook:np_-_company_basic_upd.png?200|Company 'Basic' tab}}]
+**Basic** tab contains some basic information as well as the documents and, VISA and Vaccinations details.
+As for the generic information, these are:
+  * **Name and Surname**
+  * **Gender**
+  * **Place and date of birth**
+  * **Account** - Client name to which contact is assigned
+  * **Email addresses:**
+    * Invoices and credit notes are sent to the billing e-mail if provided, otherwise to the default e-mail for invoices in operator settings.
+    * Flight notifications are sent to addresses with a 'Notifications' descriptions. If no such address is specified, work addresses will be used.
+    * All other system e-mails are sent to the work e-mails.
+It is very similar when it comes to the **Basic** tab in the **Company** contact, apart from the **documents, Visas and Vaccinations subsection** which is not there.
+In the **documents subsection** the following details can be inserted:
+[{{ :leon:new-phonebook:np_-_documents_tab_updated.png?200|'Documents' tab}}]
   * **PASSPORTS** - clicking on the 'NEW PASSPORT' button will allow inserting the PAX passport details as well as uploading the passport scans and marking the passport as a default passport (will be automatically used on the flight to which the contact is assigned as a PAX). Additionally, it is possible to have the **deleted** passports displayed by switching the 'Deleted Passport' option from 'Hide' to '**Show**' - in this case, the deleted passport will appear with the 'Deleted' label in the 'Default' column
   * **VISAS** - clicking on the 'NEW VISA' button will allow adding new visa details and connecting it to the specific passport
@@ Line 207: / Line 246: @@
 Access to this section can be allowed in the 'Privileges' by selecting DENY/VIEW/EDIT on the 'New phonebook - Documents' place.
----------
+---------------------------
+==== DETAILS ====
+[{{ :leon:new-phonebook:np_-_user_documents_tab.png?200|'Details' tab}}]
+The 'Details' tab contains very detailed information about the Person/Company, some of which include contact details such as Address/Addresses, Phone numbers, important remarks and labels (these display when assigning PAX on the flights).
+Some of the more important details are:
+  * * **Language** - an indication of the language that the contact speaks. This could be important when contacting the Client, especially if sales emails and documents are to be sent (can be customized in a specific language in the [[leon:documents-manager|Documents Manager]] and the [[leon:email-templates|EMAIL TEMPLATES]])
+  * **Salutation** - salutation selected here can be used in email and documents templates by default
+  * **Operator base** - more information in the 'New Contact' subsection
+  * **Client** - checkbox indicating in the contact is a Client or not
+  * **Preferred handling agent** - more information in the 'New Contact' subsection
+  * **Exclusion zones** - more information in the 'New Contact' subsection
+  * **Avinode ID** - field where the Avinode ID can be inserted and previewed
+  * **Customer Commission** - this subsection consists of 2 fields: 'Price' and 'Currency'. This allows defining the Client's default commission, which will automatically fill in the 3rd Party Commission field in subcharter and cost-based quotes, subject to this Client being a requester
+  * **Quote recipients** - this list of persons receiving copies of all quotes requested by that contact
+  * **Is account** - an indication if the contact is also an account. The company is an account by default. A person can be indicated in the DETAILS tab - Is account. Once it is an account, Persons can be assigned to it
+  * **Is representative** - indication if the person is also a Representative of the Client/Account that one is assigned to
+  * **Is provider** - indication if the contact also falls under the category of providers
+----------------
-==== PAX CHARACTERISTICS ====
+==== CHARACTERISTICS ====
 [{{ :leon:new-phonebook:np_-_pax_characteristics.png?200|'Characteristics' tab}}]
@@ Line 264: / Line 324: @@
 This tab allows selecting extra settings that apply to the specific client.
-Currently, the 'Receive mvt messages' option is available.
+Currently, the following options are available
+[{{ :leon:new-phonebook:phonebook_-_tab_misc.png?300|'Never delete automatically' option}}]
-This setting allows selecting the client for MVT messages, subject to the 'Client' checkbox being marked in the 'MVT Messages' settings.
+  * **Receive mvt messages** - this setting allows selecting the client for MVT messages, subject to the 'Client' checkbox being marked in the 'MVT Messages' settings.
+  * **Newsletter** - possibility to subscribe PAX to the newsletter
+  * **Never delete automatically** - this functionality is connected to the functionality located in the General Settings > 'Phonebook' tab called 'Automatically delete PAX after given days'. It allows to **specify passengers that are never to be deleted**
 --------
@@ Line 295: / Line 357: @@
+-------
+==== ACCOUNTING ====
+The 'ACCOUNTING' tab is divided into two tabs:
+  * **INVOICES**
+  * **CONTRACTS**
--------
+-----------
+[{{ :leon:new-phonebook:np_-_accounting_invoices.png?300|'INVOICES' tab}}]
+=== INVOICES ===
+The 'INVOICES' tab presents the list of the invoices issued to a person, if the person was the Client of the Trip.
+The list includes Pro-forma invoice, Invoice, Credit Note, and Recharge invoice.
+----------
+=== CONTRACTS ===
+[{{ :leon:new-phonebook:np_-_accounting_contracts.png?300|'CONTRACTS' tab}}]
+The 'CONTRACTS' section allows adding basic contractual information that the Operator might have with a Client.
+The following information can be inserted:
+  * **Name** - Contract name
+  * **Number** - Contract number
+  * **From**/**To** - start and end dates of the contract
+  * **Block hours** - contracted block hours
+  * **Active** - checkbox allowing to mark the contract as active
+Once the contract is added it will be available in the 'Contract' dropdown, when adding/editing the request for the Client with the contract available:
+{{:leon:new-phonebook:np_-_contract_selection_in_sales.png?nolink|}}
+Additionally, the **Contract Name** and the **Contract number** columns are available in the **Report Wizard** > scope **Quote**.
+--------------
+=== SETTINGS ===
+[{{ :leon:new-phonebook:phonebook_-_accounting_settings_tab.png?300|'SETTINGS' tab}}]
+The 'SETTINGS' tab allows inserting the following:
+  * **Cost centre** - manual input of PAX's cost centre
+  * **Project number** - manual input of PAX's project number
+---------------------------
+==== EXPORT HISTORY ====
+[{{ :leon:new-phonebook:np_-_export_history.png?300|'EXPORT HISTORY' tab}}]
+This section contains information about the export of contact data.
+Access to this section can be allowed/denied by selecting the relevant status in 'Phonebook - Export' in the Admin Panel > 'Privileges'.
+The table contains the following information:
+  * **User** - Name and Surname of the person that performed the export of Contact data
+  * **Date** - Date and time in UTC when the export was performed
+-------------

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