updates:new-phonebook-new-version-of-phonebook-introduced
Differences
This shows you the differences between two versions of the page.
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updates:new-phonebook-new-version-of-phonebook-introduced [2021/06/01 20:46] rafal created |
updates:new-phonebook-new-version-of-phonebook-introduced [2021/06/07 04:54] (current) bartek |
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| To make flight preparations quick and easy you can use this section and add contact data to Leon. | To make flight preparations quick and easy you can use this section and add contact data to Leon. | ||
| - | Hover the mouse over {{: | + | Hover the mouse over {{: |
| **Filtering option** is located at the top of the 'New Phonebook' | **Filtering option** is located at the top of the 'New Phonebook' | ||
| Line 10: | Line 10: | ||
| The **list of contacts** displays the following information: | The **list of contacts** displays the following information: | ||
| - | * **Name** - name of contact | + | * **Name** - name of contact. |
| - | * **Code** - code of contact | + | * **Code** - code of contact. |
| - | * **Email** - email, to which all the emails are sent | + | * **Email** - email, to which all the emails are sent. |
| - | * **Phone** - work phone number | + | * **Phone** - work phone number. |
| * **Type** - type of contact: | * **Type** - type of contact: | ||
| * {{: | * {{: | ||
| * {{: | * {{: | ||
| - | * **Client** - indicates whether the contact is or isn't a Client. This can be indicated by selecting the ' | + | * **Client** - indicates whether the contact is or isn't a Client. This can be indicated by selecting the ' |
| - | * **Country** - a country where the contact is based | + | * **Country** - a country where the contact is based. |
| + | ----- | ||
| ===== New Contact ===== | ===== New Contact ===== | ||
| [{{ : | [{{ : | ||
| Line 31: | Line 32: | ||
| * **Person** | * **Person** | ||
| - | Depending on the selection, the details are very similar. There are some details that do not apply to the Company' | + | Depending on the selection, the details are very similar. There are some details that do not apply to the 'Company' |
| Some of the **important fields** are: | Some of the **important fields** are: | ||
| - | * **Language** - an indication of the language that the contact speaks. This could be important when contacting the Client, especially if sales emails and documents are to be sent (can be customized in a specific language in the [[leon: | + | * **Language** - an indication of the language that the contact speaks |
| - | * **Salutation** - salutation selected here can be used in email and documents templates by default | + | * **Salutation** - salutation selected here can be used in email and documents templates by default. |
| - | * **Operator base** - more information below | + | * **Operator base** - more information below. |
| - | * **Client** - checkbox indicating | + | * **Client** - checkbox indicating |
| - | * **Preferred handling agent** - more information below | + | * **Preferred handling agent** - more information below. |
| - | * **Exclusion zones** - more information below | + | * **Exclusion zones** - more information below. |
| In order to **edit** the existing contact, simply click on the contact and the editing pop-up window will display. | In order to **edit** the existing contact, simply click on the contact and the editing pop-up window will display. | ||
| Line 60: | Line 61: | ||
| It is also possible to assign or change the original base, including the base initially assigned to a Client, **without having to assign a specific user**. | It is also possible to assign or change the original base, including the base initially assigned to a Client, **without having to assign a specific user**. | ||
| - | If you select a particular base in the operator selection dropdown (top-right corner of Leon), the Requests/ | + | If you select a particular base in the operator selection dropdown (top-right corner of Leon), the 'Requests/ |
| Line 83: | Line 84: | ||
| **Only one Handler per airport can be assigned to a Client. Assigning second Handling Agent will replace already assigned Handler.** | **Only one Handler per airport can be assigned to a Client. Assigning second Handling Agent will replace already assigned Handler.** | ||
| - | Once the Handler is assigned, it will auto-populate in the OPS checklist when the trip is booked. | + | Once the Handler is assigned, it will auto-populate in the **OPS checklist** when the trip is booked. |
| Handler assigned to the Client has **higher priority** than the Handling Agent selected as **preferred in the Airport Directory**. This means that the Handler assigned to the Client will overwrite the preferred Handler from ' | Handler assigned to the Client has **higher priority** than the Handling Agent selected as **preferred in the Airport Directory**. This means that the Handler assigned to the Client will overwrite the preferred Handler from ' | ||
updates/new-phonebook-new-version-of-phonebook-introduced.txt · Last modified: 2021/06/07 04:54 by bartek