This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
leon:new-phonebook [2023/05/19 21:00] rafal [DETAILS] |
leon:new-phonebook [2024/03/22 21:58] (current) rafal [BASIC] |
||
---|---|---|---|
Line 1: | Line 1: | ||
====== 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. | ||
Line 24: | Line 24: | ||
* {{: | * {{: | ||
+ | ------------------ | ||
===== Filters ===== | ===== Filters ===== | ||
Line 37: | Line 38: | ||
* **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. | ||
Line 151: | Line 152: | ||
------------------- | ------------------- | ||
+ | ===== 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 ===== | ||
Line 191: | Line 216: | ||
--------------- | --------------- | ||
+ | ===== TABS ===== | ||
==== BASIC ==== | ==== BASIC ==== | ||
Line 298: | Line 324: | ||
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 > ' | ||
-------- | -------- | ||
Line 366: | Line 394: | ||
-------------- | -------------- | ||
+ | === SETTINGS === | ||
+ | [{{ : | ||
+ | The ' | ||
+ | |||
+ | * **Cost centre** - manual input of PAX's cost centre | ||
+ | * **Project number** - manual input of PAX's project number | ||
+ | |||
+ | |||
+ | --------------------------- | ||
==== EXPORT HISTORY ==== | ==== EXPORT HISTORY ==== |