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leon:new-phonebook [2023/01/24 17:20] rafal [Filters] |
leon:new-phonebook [2024/03/22 21:58] (current) rafal [BASIC] |
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====== PHONEBOOK ====== | ====== PHONEBOOK ====== | ||
- | [{{ : | + | [{{ : |
To make flight preparations quick and easy you can use this section and add contact data to Leon. | To make flight preparations quick and easy you can use this section and add contact data to Leon. | ||
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* {{: | * {{: | ||
* {{: | * {{: | ||
- | * **Category** - indicates whether the contact is or isn't a Crew, Client, or PAX. Client can be indicated by selecting the ' | + | * **Category** - indicates whether the contact is or isn't a Crew, Client, or PAX. Client can be indicated by selecting the ' |
* **Country** - a country where the contact is based | * **Country** - a country where the contact is based | ||
- | * **Action** - clicking on a bin icon allows deleting a contact | + | * **Action**: |
+ | * {{: | ||
+ | * {{: | ||
+ | ------------------ | ||
===== Filters ===== | ===== Filters ===== | ||
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* **Type** - filtering by the type of the contact: Company, Person, Animal | * **Type** - filtering by the type of the contact: Company, Person, Animal | ||
* {{: | * {{: | ||
- | * {{: | + | * {{: |
Resetting the filters can be done by deleting already selected options. | Resetting the filters can be done by deleting already selected options. | ||
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------------------- | ------------------- | ||
+ | ===== Possibility to delete multiple contacts ===== | ||
+ | It will be possible to delete multiple contacts at once in the Phonebook. | ||
+ | [{{ : | ||
+ | [{{ : | ||
+ | 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 ' | ||
+ | * **Available** - all the contacts available in the Phonebook. Contacts can be searched for by inserting the name in the ' | ||
+ | * **Selected** - contacts selected for the removal | ||
+ | - In the ' | ||
+ | - 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 ' | ||
+ | * Leon Support/ | ||
+ | |||
+ | ----------- | ||
===== Edit Contact ===== | ===== Edit Contact ===== | ||
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------------------------- | ------------------------- | ||
+ | ===== History of contact changes ===== | ||
+ | [{{ : | ||
+ | The history of contact changes can be accessed by clicking on {{: | ||
+ | |||
+ | 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** - containing basic contact information such as Name, Gender, Place of Birth, Date of Birth, and emails | ||
+ | * **Documents** - changes to Contact documents details | ||
+ | |||
+ | In case of **Company** type contacts, there is only one **Basic** tab, containing basic company information. | ||
+ | |||
+ | 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. | ||
+ | |||
+ | The changes are represented by colours: | ||
+ | |||
+ | * {{: | ||
+ | * {{: | ||
+ | * {{: | ||
+ | * {{: | ||
+ | |||
+ | |||
+ | |||
+ | |||
+ | --------------- | ||
+ | ===== TABS ===== | ||
==== BASIC ==== | ==== BASIC ==== | ||
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* **Preferred handling agent** - more information in the 'New Contact' | * **Preferred handling agent** - more information in the 'New Contact' | ||
* **Exclusion zones** - more information in the 'New Contact' | * **Exclusion zones** - more information in the 'New Contact' | ||
+ | * **Avinode ID** - field where the Avinode ID can be inserted and previewed | ||
+ | * **Customer Commission** - this subsection consists of 2 fields: ' | ||
+ | * **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/ | ||
+ | * **Is provider** - indication if the contact also falls under the category of providers | ||
---------------- | ---------------- | ||
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This tab allows selecting extra settings that apply to the specific client. | This tab allows selecting extra settings that apply to the specific client. | ||
- | Currently, the 'Receive mvt messages' option | + | Currently, the following options are available |
- | + | [{{ : | |
- | This setting allows selecting the client for MVT messages, subject to the ' | + | * **Receive mvt messages** - this setting allows selecting the client for MVT messages, subject to the ' |
+ | * **Newsletter** - possibility to subscribe PAX to the newsletter | ||
+ | * **Never delete automatically** - this functionality is connected to the functionality located in the General Settings > ' | ||
-------- | -------- | ||
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------- | ------- | ||
- | ==== INVOICES ==== | + | ==== ACCOUNTING ==== |
+ | |||
+ | The ' | ||
+ | |||
+ | * **INVOICES** | ||
+ | * **CONTRACTS** | ||
+ | |||
+ | ----------- | ||
+ | [{{ : | ||
+ | === INVOICES | ||
- | [{{ : | ||
The ' | The ' | ||
The list includes Pro-forma invoice, Invoice, Credit Note, and Recharge invoice. | The list includes Pro-forma invoice, Invoice, Credit Note, and Recharge invoice. | ||
+ | |||
+ | ---------- | ||
+ | |||
+ | === CONTRACTS === | ||
+ | [{{ : | ||
+ | The ' | ||
+ | |||
+ | The following information can be inserted: | ||
+ | |||
+ | * **Name** - Contract name | ||
+ | * **Number** - Contract number | ||
+ | * **From**/ | ||
+ | * **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 ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Additionally, | ||
-------------- | -------------- | ||
+ | === SETTINGS === | ||
+ | [{{ : | ||
+ | The ' | ||
+ | |||
+ | * **Cost centre** - manual input of PAX's cost centre | ||
+ | * **Project number** - manual input of PAX's project number | ||
+ | |||
+ | |||
+ | --------------------------- | ||
+ | |||
+ | ==== EXPORT HISTORY ==== | ||
+ | [{{ : | ||
+ | This section contains information about the export of contact data. | ||
+ | |||
+ | Access to this section can be allowed/ | ||
+ | |||
+ | 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 | ||
+ | |||
+ | |||
+ | ------------- |