Create an Account

1. Navigate to Accounts and click New (screenshot 1)

2. Select a Record Type - there is a brief description of each record type on this screen

3. Fill in the contact details, paying special attention to the mandatory fields in red (screenshot 2)

4. Ensure that the following format is followed when entering a new Account:

   1. Account Name starts with a capital letter and is followed by lower-case letters 

      1. If an Account Name consists of more than two words, they should both begin with a capital letter and be followed by lower-case letters

   2. Abbr Name should be a shortened version of Account's full name and not contain any special characters

   3.  Phone and fax numbers should be stored in the following format: +00123456789 (plus sign, country code, number, with no spaces in between)

5. Click Save

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Set up a Client Specific Rate

1. Navigate to an Account

2. Find the Client Specific Rates Related List and click New (screenshot 3 and 4)

3. Fill in the details and click Save

4. All Trips created from now on for this Account and the selected Arranger will take the client specific rates into account

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Add a Primary Contact to an Account

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Manage the Accounts Watch List

1. Navigate to Account Object. From the List View, open the drop-down and scroll until you see the Watch List (Accounts). (screenshot 5)

2. Review the Accounts which are currently on the Watch List

3. To add a new or existing account to the watch list, add one of the Watch List options (e.g. ‘Watch List (Payment)' to the 'Company Type' field and select the 'Account Source’ (EU Sanction or US Sanction)

NOTE: The Watch List options are the following:

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(New Watch List reasons can be added by contacting @ FlightWare Nuvolops Support via Chatter)

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