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  1. Navigate to a contact and scroll down to the Credentials Related list, or click Credentials shortcut

  2. Enter the details of the credential and drop any required attachments into the Attachments box

  3. If the credential needs to be a child of another credential (e.g. a Visa, which should be related to a passport), enter the ID of the parent credential in the Parent Credential field, then click the magnifying glass and select the credential

  4. Click Save

 

Create Movement Messages to a Contact

Sometimes passengers do not want to receive movement messages directly, so we can set up another contact as a recipient for the message.

  1. Navigate to the contact record that will be flying.

  2. In the Movement Msg Contact field, look for the contact that should be the recipient of the movement messages.

  3. Next time adding the contact as a passenger, the Movement Msg Contact email of the Flight Leg Pax record, will be populated with the email of the contact you defined in the Movement Msg Contact field.

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