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--- leon:new-phonebook [2023/09/08 20:29]
rafal [MISC]
+++ 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 368: / Line 394: @@
 --------------
+=== 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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