This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
leon:phonebook [2017/05/02 07:43] bartek [Adding a new passenger] |
— (current) | ||
---|---|---|---|
Line 1: | Line 1: | ||
- | ====== Phonebook - the list of passengers, clients & companies ====== | ||
- | |||
- | |||
- | To make flight preparations quick and easy you can use this section and add contacts data to Leon. Hover the mouse over {{: | ||
- | |||
- | ===== Phonebook ===== | ||
- | |||
- | [{{ : | ||
- | |||
- | A list of your contacts is displayed in this tab. Icon {{: | ||
- | |||
- | 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 ' | ||
- | |||
- | |||
- | If you wish to add a new person/ | ||
- | |||
- | :!: 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: | ||
- | |||
- | ==== New Company ==== | ||
- | |||
- | [{{ : | ||
- | |||
- | [{{ : | ||
- | |||
- | When adding a **New Company** you can add the **company contact / representative** at the same time. | ||
- | |||
- | 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. | ||
- | |||
- | By clicking {{: | ||
- | |||
- | In a section SCHEDULE > CALENDAR edit a trip and in the tab TRIP (right-hand filter) type first letter/ | ||
- | |||
- | To **delete** a person/ | ||
- | |||
- | ==== Adding a new passenger ==== | ||
- | |||
- | [{{ : | ||
- | |||
- | |||
- | 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 {{: | ||
- | |||
- | To mark a **Lead Passenger** (who can be an aircraft owner or a company president) mark a checkbox right under the {{: | ||
- | |||
- | When adding pax to the flight simply type the first letters of pax name or surname and Leon will display suitable suggestions of names. | ||
- | |||
- | |||
- | |||
- | To edit/change a particular passenger' | ||
- | |||
- | <box> **Each passenger can also be marked as a ' | ||
- | ===== Labels ===== | ||
- | |||
- | [{{ : | ||
- | |||
- | 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. | ||
- | |||
- | {{: | ||
- | |||
- | 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 ' | ||
- | |||
- | Also, when sending a new message from panel ' | ||
- | |||