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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]
@@ 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
-  * **Category** - indicates whether the contact is or isn't a Crew, Client, or PAX. Client 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** - clicking on a bin icon allows deleting a contact
+  * **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 35: / Line 38: @@
     * **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 149: / 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 164: / Line 191: @@
 -------------------------
+===== 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.
+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:
+  * {{: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
+---------------
+===== TABS =====
 ==== BASIC ====
@@ Line 208: / Line 260: @@
   * **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
 ----------------
@@ Line 266: / 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 298: / Line 358: @@
 -------
-==== INVOICES ====
+==== ACCOUNTING ====
+The 'ACCOUNTING' tab is divided into two tabs:
+  * **INVOICES**
+  * **CONTRACTS**
+-----------
+[{{ :leon:new-phonebook:np_-_accounting_invoices.png?300|'INVOICES' tab}}]
+=== INVOICES ===
-[{{ :leon:user-profile:user_profile_-_invoices.png?300|'INVOICES' tab}}]
 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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