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--- leon:phonebook [2016/07/26 12:59]
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-====== Phonebook ======
-[{{ :leon:phonebook:phonbook tab.png?250|Tab 'Phonebook' - displaying clients & companies}}]
-To make flight preparations quick and easy you can use this section and add contacts data to Leon. Click on the icon {{:leon:icons:phonebook.png?|}} in the top-right corner - a new screen will show up with **3** main links.
-[{{ :leon:phonebook:clients.png?250|Clients added to Phonebook and selected in Planned Flights section}}]
-A list of your contacts is displayed in this tab. Icon {{:leon:icons:ludzik.png|}} represents people, icon {{:leon:icons:domek.png|}} represents companies. You can use the filter above the list by columns: Type, Client or Label.
-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 'Edit' to change or add some information - the screen is very similar to the user's profile (see chapter [[leon:users|Users]]) and should be filled in in the same way, which means, that i.e. contact email address should be added in verse 'Work' so that any email can be sent out and received.
-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.
-:!:  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 the section **Planned Flights** (see below).
-When adding a **New Company** you can add the **company contact** at the same time. All you need to do is to click "Show company contacts" and press {{:leon:icons:fleet-doc.png?|}} in order to activate editable fields.
-{{:leon:phonebook:Company contact.png?|}}
-Press "**UPDATE**" to save the changes.
-===== PAX Database =====
-[{{ :leon:phonebook:pax database.png?250|PAX database - the view on passengers added to the Phonebook}}]
-[{{ :leon:phonebook:PAX details.png?250|Editing passengers details in Phonebook}}]
-This section is very similar to the one described above. The only difference is that here you can add passenger's **individual preferences**: favorite dishes or drinks, dislikes, important information and notes.
-Storing passengers data in Leon can be handy, especially if you have regular passengers who fly on regular basis.
-When adding pax to the flight, in 'Legs Info' screen, simply type the first letters of pax name and Leon will display suitable suggestions of names. You can also quickly add a brand new pax details by clicking on the icon '**Add**' - a pop-up window will show up, which is a simplified version of the 'New pax' screen from the 'Phonebook'.
-To edit/change a particular passenger's details, simply click on the name and a new pop-up window will show up. Click on the icon '**Edit**' to get fields editable.
-Once you have added and saved information - if you add a new passenger in 'Legs Info' page, that data (apart from passenger's name & passport details) will appear in the tab 'Pax' and also on 'Trip Sheet' document (as below).
-{{:leon:phonebook:pax favorites.png|}}
-To add a new passenger click on the icon '**New pax**' in the top-left corner, right above the list.
-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.
-<box> Each passenger can also be marked as 'Client' and appear on the clients list in Planned Flights section </box>
-===== Labels =====
-Labels allow you to tag each contact on the list. This feature makes contact list filtering easier and more flexible. In this tab you can manage labels within your 'Phone Book'.
-Go to '**Labels**' in the 'Phonebook' and click on 'Add label' icon. Right below the last one on the list (all labels are in alphabetical order) you will see a blank field - you need to define you new label and update it. The new label will be visible not only on the general list but also in the user's profile screen, in the section 'Labels'.
-Also, when sending a new message from panel '**Messages**' in Leon, when typing first letters of a label, it will be displayed, so that you can send 1 message to all users branded with that label (see chapter [[leon:messages|Messages]] for more details).

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