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updates:we-have-added-an-option-to-add-company-s-representative-to-the-trip

This is an old revision of the document!


In order to add Company's representative you need to take steps described below.

  • Phonebook > Company

Go to Phonebook (click on wrench-icon on the menu-belt) and 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 you can add more contacts. Click 'Update' to save changes.

  • Planned Flights > Trip Info

In section Planned Flights 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 'Client' marked).

'Client' can also be assigned in Edit Flight screen, tab 'Sales'.

updates/we-have-added-an-option-to-add-company-s-representative-to-the-trip.1447684582.txt.gz · Last modified: 2016/08/30 13:06 (external edit)