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leon:phonebook [2018/05/14 09:43] |
leon:phonebook [2019/09/10 12:36] ksenia |
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+ | ====== Phonebook - the list of passengers, clients & companies ====== | ||
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+ | <box tutorial> | ||
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+ | To make flight preparations quick and easy you can use this section and add contacts data to Leon. Hover the mouse over {{: | ||
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+ | ===== Phonebook ===== | ||
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+ | [{{ : | ||
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+ | A list of your contacts is displayed in this tab. Icon {{: | ||
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+ | Click on the particular name to edit details of either a company or a person. In the new pop-up screen you can see general details, passport details, labels and photo. Click ' | ||
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+ | If you wish to add a new person/ | ||
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+ | :!: Both: a new person and a new company can be marked as **client**. Clients can be assigned to a particular trip when adding a new flight from a section OPS > [[leon: | ||
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+ | ==== New Company ==== | ||
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+ | [{{ : | ||
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+ | [{{ : | ||
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+ | When adding a **New Company** you can add the **company contact / representative** at the same time. | ||
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+ | In the **Phonebook** you need to edit previously added **Company** (or add a new one). At the bottom click **Show company contacts** and add details: name, surname, email address & phone number. | ||
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+ | By clicking {{: | ||
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+ | In a section OPS > CALENDAR edit a trip and in the tab TRIP (right-hand filter) type first letter/ | ||
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+ | To **delete** a person/ | ||
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+ | -------- | ||
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+ | ==== Anonymization of a Company ==== | ||
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+ | [{{ : | ||
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+ | This functionality is created as part of the process of adhering to the **Regulation (EU) 2016/679** of the European Parliament and of the Council of 27 April 2016 (General Data Protection Regulation). | ||
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+ | It is now possible to **permanently** anonymize and delete Companies from Leon. | ||
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+ | **The process is as follow:** | ||
+ | |||
+ | - Go to Phonebook. | ||
+ | - Edit a Company you wish to permanently delete. | ||
+ | - Delete the Company. | ||
+ | - Edit the same Company again. Click on {{: | ||
+ | - You should get a pop-up window with the following message: **'Do you want to permanently delete & anonymize data for this contact? This action is irreversible!' | ||
+ | |||
+ | **Once the Company has been deleted** the following areas will be affected: | ||
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+ | * Company Profile will be permanently deleted from both the Phonebook. | ||
+ | * If Company was assigned to any Flight, instead of Company Name in the tab TRIP, there will be a ' | ||
+ | * Deleted Company will show as ' | ||
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+ | |||
+ | < | ||
+ | |||
+ | ---------- | ||
+ | ==== Adding a new passenger ==== | ||
+ | |||
+ | [{{ : | ||
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+ | |||
+ | You can add a new passenger to Leon database in 2 ways: from a section Phonebook by clicking **New Person** and filling in the screen with details, or, from a section OPS in the tab PAX (right-hand filter) by clicking {{: | ||
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+ | To mark a **Lead Passenger** (who can be an aircraft owner or a company president) mark a checkbox right under the {{: | ||
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+ | When adding pax to the flight simply type the first letters of pax name or surname and Leon will display suitable suggestions of names. | ||
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+ | To edit/change a particular passenger' | ||
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+ | <box> **Each passenger can also be marked as a ' | ||
+ | |||
+ | ---------- | ||
+ | |||
+ | ==== Anonymization of PAX ==== | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | This functionality is created as part of the process of adhering to the **Regulation (EU) 2016/679** of the European Parliament and of the Council of 27 April 2016 (General Data Protection Regulation). | ||
+ | |||
+ | It is now possible to **permanently** anonymize and delete PAX from Leon. | ||
+ | |||
+ | **The process is as follow:** | ||
+ | |||
+ | - Go to Phonebook. | ||
+ | - Edit a PAX you wish to permanently delete. | ||
+ | - Delete PAX | ||
+ | - Edit the same PAX again. Click on {{: | ||
+ | - You should get a pop-up window with the following message: **'Do you want to permanently delete & anonymize data for this contact? This action is irreversible!' | ||
+ | |||
+ | **Once the PAX has been deleted** the following areas will be affected: | ||
+ | |||
+ | * PAX Profile will be permanently deleted from the Phonebook. | ||
+ | * If PAX was added to any flight, instead of PAX name, there will be a ' | ||
+ | * Deleted PAX will show as ' | ||
+ | |||
+ | |||
+ | < | ||
+ | ---------- | ||
+ | ===== Labels ===== | ||
+ | |||
+ | [{{ : | ||
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+ | Labels allow you to tag particular group of users. This feature makes contact list filtering easier and more flexible. It is , first of all, useful to label Leon users, so that you can easily filter by labels in a section Crew > [[leon: | ||
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+ | {{: | ||
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+ | Go to [[leon: | ||
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+ | Also, when sending a new message from panel ' | ||
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+ | ---- | ||
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