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leon:phonebook [2018/05/14 09:44]
rafal [New Company] |
leon:phonebook [2019/04/15 12:56]
bartek |
| If you wish to add a new person/company to the list, use one of the links: **New person** and **New company**. Both screens look very alike. There is a small difference in general information data (i.e. you can add SITA or AFTN address to company). All mandatory fields marked with the red asterisk need to be filled in. The other details are optional. | If you wish to add a new person/company to the list, use one of the links: **New person** and **New company**. Both screens look very alike. There is a small difference in general information data (i.e. you can add SITA or AFTN address to company). All mandatory fields marked with the red asterisk need to be filled in. The other details are optional. |
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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 SCHEDULE > [[leon:calendar|CALENDAR]]. The same can be done when adding a new trip from SALES > [[leon:planned-flights|Calendar]] (the old sales version). | :!: 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:calendar|CALENDAR]]. The same can be done when adding a new trip from SALES > [[leon:planned-flights|Calendar]] (the old sales version). |
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| ==== New Company ==== | ==== New Company ==== |
| By clicking {{:leon:icons:fleet-doc.png?27|}} you can add more contacts. Click 'Update' to save changes. | By clicking {{:leon:icons:fleet-doc.png?27|}} you can add more contacts. Click 'Update' to save changes. |
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| In a section SCHEDULE > CALENDAR edit a trip and in the tab TRIP (right-hand filter) type first letter/letters of the client (company), select it from the drop-down box and then a new field **Representative** will show up. Click on this new field and Leon will show available names of people marked in the Phonebook as 'Representative' - select the name and Leon will show it on sales documents (Flight Brief and Charter Contract). | In a section OPS > CALENDAR edit a trip and in the tab TRIP (right-hand filter) type first letter/letters of the client (company), select it from the drop-down box and then a new field **Representative** will show up. Click on this new field and Leon will show available names of people marked in the Phonebook as 'Representative' - select the name and Leon will show it on sales documents (Flight Brief and Charter Contract). |
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| To **delete** a person/company from the phonebook, you need to go to **Tab "Phonebook"** and edit a name you wish to remove. At the bottom of edit profile screen you will see "Delete" button - press it and confirm to complete the process. | To **delete** a person/company from the phonebook, you need to go to **Tab "Phonebook"** and edit a name you wish to remove. At the bottom of edit profile screen you will see "Delete" button - press it and confirm to complete the process. |
| ==== Anonymization of a Company ==== | ==== Anonymization of a Company ==== |
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| [{{ :leon:phonebook:Permanently deleted Client.png?300|Deleted Company - Schedule view}}] | [{{ :leon:phonebook:Permanently deleted Client.png?300|Deleted Company - OPS view}}] |
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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). | 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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| 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 SCHEDULE in the tab PAX (right-hand filter) by clicking {{:leon:schedule:pax new icon.png|}} icon - a new pop-up window will show up where you should input details. Passenger's characteristic (his favourite dishes, drinks or dislikes) will appear on Trip Sheet document. | 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 {{:leon:schedule:pax new icon.png|}} icon - a new pop-up window will show up where you should input details. Passenger's characteristic (his favourite dishes, drinks or dislikes) will appear on Trip Sheet document. |
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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 {{:leon:schedule:pax lead pax.png|}} | To mark a **Lead Passenger** (who can be an aircraft owner or a company president) mark a checkbox right under the {{:leon:schedule:pax lead pax.png|}} |
| To edit/change a particular passenger's details, simply click {{:leon:schedule:pax new icon.png|}} icon and make changes, then click SAVE. | To edit/change a particular passenger's details, simply click {{:leon:schedule:pax new icon.png|}} icon and make changes, then click SAVE. |
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| <box> **Each passenger can also be marked as a 'Client' and appear on the clients list in sections SCHEDULE (right-hand filter, tab Trip) or Calendar**</box> | <box> **Each passenger can also be marked as a 'Client' and appear on the clients list in sections OPS (right-hand filter, tab Trip) or Calendar**</box> |
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| ==== Anonymization of PAX ==== | ==== Anonymization of PAX ==== |
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| [{{ :leon:phonebook:Permanently Deleted PAX.png?300|Deleted PAX - Schedule view}}] | [{{ :leon:phonebook:Permanently Deleted PAX.png?300|Deleted PAX - OPS view}}] |
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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). | 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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| * PAX Profile will be permanently deleted from the Phonebook. | * PAX Profile will be permanently deleted from the Phonebook. |
| * If PAX was added to any flight, instead of PAX name, there will be a 'Permanently Deleted' information instead of a Name. Also when hovering the mouse over PAX Number in the SCHEDULE view, Leon will display 'Permanently deleted' in the tooltip. | * If PAX was added to any flight, instead of PAX name, there will be a 'Permanently Deleted' information instead of a Name. Also when hovering the mouse over PAX Number in the OPS view, Leon will display 'Permanently deleted' in the tooltip. |
| * Deleted PAX will show as 'Permanently deleted' in the reports that show Flights which this PAX was added to, for example, Custom Flights List Report. | * Deleted PAX will show as 'Permanently deleted' in the reports that show Flights which this PAX was added to, for example, Custom Flights List Report. |
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