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leon:phonebook [2017/03/28 08:37] bartek [New Company] |
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- | ====== Phonebook - the list of passengers, clients & companies ====== | ||
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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 SCHEDULE > [[leon: | ||
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- | ==== New Company ==== | ||
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- | When adding a **New Company** you can add the **company contact** at the same time. In order to add **Company' | ||
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- | * **Phonebook > Company** | ||
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- | Go to **Phonebook** (click on wrench-icon on the menu-belt) and edit previously added **Company** (or add a new one). | ||
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- | At the bottom click **Show company contacts** and add details: name, surname, email address & phone number. | ||
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- | [{{ : | ||
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- | By clicking {{: | ||
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- | * **Calendar > Trip Info** | ||
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- | In section **Calendar** edit a trip and in the tab 'Trip Info' select a **Client** from the drop-down box (Leon will show companies and persons from Phonebook with the checkbox ' | ||
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- | ' | ||
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- | Company' | ||
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- | Press " | ||
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- | [{{ : | ||
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- | This section is very similar to the one described above. The only difference is that here you can add passenger' | ||
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- | Storing passengers data in Leon can be handy, especially if you have regular passengers who fly on regular basis. | ||
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- | 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 ' | ||
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- | To edit/change a particular passenger' | ||
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- | Once you have added and saved information - if you add a new passenger in 'Legs Info' page, that data (apart from passenger' | ||
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- | {{: | ||
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- | To add a new passenger click on the icon '**New pax**' in the top-left corner, right above the list. | ||
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- | To **delete** a person/ | ||
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- | <box> **Each passenger can also be marked as a ' | ||
- | ===== Labels ===== | ||
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- | [{{ : | ||
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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 > Duties. | ||
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- | {{: | ||
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- | Go to Phonebook, tab Labels 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 ' | ||
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- | Also, when sending a new message from panel ' | ||
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