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--- leon:new-phonebook [2023/05/19 19:43]
rafal [INVOICES]
+++ leon:new-phonebook [2024/03/22 21:58] (current)
rafal [BASIC]
@@ Line 1: / Line 1: @@
 ====== PHONEBOOK ======
-[{{ :leon:new-phonebook:phonebook_main_with_history.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 24: / Line 24: @@
     * {{:leon:icons:np_-_history.png?nolink|}} - accessing the changes history of a contact
+------------------
 ===== Filters =====
@@ Line 37: / 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 151: / 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 191: / Line 216: @@
 ---------------
+===== TABS =====
 ==== BASIC ====
@@ Line 234: / 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
@@ Line 297: / 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 331: / Line 360: @@
 ==== ACCOUNTING ====
-[{{ :leon:user-profile:user_profile_-_invoices.png?300|'ACCOUNTING' tab}}]
+The 'ACCOUNTING' tab is divided into two tabs:
-The 'ACCOUNTING' tab presents the list of the invoices issued to a person, if the person was the Client of the Trip.
+  * **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 ====

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