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--- updates:sales-panel-further-changes-introduced [2019/04/13 12:50]
rafal created
+++ updates:sales-panel-further-changes-introduced [2019/04/13 14:53] (current)
rafal
@@ Line 1: / Line 1: @@
-By clicking on the **TBA checkbox** Leon will allow you to save the quote/trip without specifying Arrival and Departure times. Such a trip will be displayed in the 'CALENDAR' tab as an "All day" operation (just underneath the date)
+===== Updates in Requests/Quotes section =====
+[{{ :updates:Updates - Sales panel.png?300|Updated Requests/Quotes Panel view}}]
+__**1. TBA checkbox in the Itinerary section**__
+By clicking on the **TBA checkbox** Leon will allow you to save the quote/trip without specifying Arrival and Departure times.
+Such a trip will be displayed in the 'CALENDAR' tab as an "All day" operation (just underneath the date).
+{{:leon:sales:TBA flight.png?nolink|}}
+__**2. Sending emails without defined email template**__
+It is possible to send emails without the email templates created in the Settings > Email Templates section.
+Once you click on the **SEND EMAIL** button you simply fill out all the necessary fields and press **SEND**
+__**3. Additional buttons in the RFQ section**__
+We have added 2 extra buttons:
+  - {{:leon:sales:save and back.png?nolink|}} - clicking on this one will save the changes and take you back to the List of quotations page
+  - {{:leon:sales:show on schedule.png?nolink|}} - this one works when the quotation is booked or saved as an Option. Clicking on it will open this trip in the SCHEDULE view
+[{{ :leon:sales:calendar2.png?150|The view on quotation flights in Calendar}}]
+__**4. Aircraft selection dropdown in the CALENDAR tab**__
+We have added an aircraft selection dropdown in the Calendar Tab.
+This allows you to view a different aircraft activity vs the aircraft used in the RFQ. If you choose a different aircraft in the 'CALENDAR' tab, the activity for this aircraft will be displayed in grey and the RFQ will be highlighted green, as per screenshot.
+**Switching the aircraft registration** in the 'Itinerary' section will reset the aircraft registration in the 'CALENDAR' tab to the same one.
+__**5. 'SALES' documents not available in the 'Documents Menu' in the SCHEDULE**__
+The **'SALES' documents**will not be available in the 'Documents Menu' in the SCHEDULE if the Trip is booked in the 'Requests/Quotes' section.
+This part of the 'Documents menu' will be hidden.
+In such a case, it will only be possible to print and send the Sales Documents available in the 'Request/Quotes' section of Leon.
+__**6. A possibility of setting 'Requests/Quotes' as a main page**__
+It is possible to set 'Requests/Quotes' as the main page after logging in to Leon.
+Edit your profile by clicking on your name in the top-right corner of Leon, open 'User Settings' tab and select 'Requests/Quotes' as a Home page. Click 'UPDATE' button to save the settings.

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