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 and press Next

3. Fill in the contact details, paying special attention to the mandatory fields marked with the red astrict (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. Click on Related and find the Client Specific Rates related list and click New Client Specific Rates (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

There can only be onePrimary Contact per Account. When sending a Quote, Flight Brief or Pro Forma Invoice, the Primary Contact will be defaulted as a recipient to the selected document.

1. Navigate to the Account you want to create a Primary Contact for

2. Once on the Account record, click on Related and find the Related contacts (screenshot 51.1)

3. If changing an existing contact to a Primary Contact, go to Step 4.

   1. To add a new contact to the Account as a Primary Contact, click the “New Contact” button, complete the fields with the available information ensuring that the all mandatory fields (marked with the red astrict ) are filled and click Save (screenshot 5 and 62)

4. Click the arrow on the right side next to the name of the Contact you wish to make primary and chose Edit Relationship (screenshot 73)

5. If no Role shows in the Chosen box, select the applicable role from the Available box, and click the arrow to move it into the Chosen Box (Screenshot 74.1)

6. Click the “Primary” checkbox (screenshot 74.2)

7. Click Save

8. After saving the Contact as a primary, Primary checkbox will be visible on the Related Contacts list (Screenshot 85)

The Primary Contact will be set as the default contact any time you create a new Trip for that Account. However, this selection will be overridden if a Trip is created for an Account and a different Contact is selected as the Primary while building the trip. In such case, the new Contact will be then set to the Account Primary Contact.

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Update the Fuel Price and Preferred Supplier

1. Navigate to the Account you want update the fuel supplier and click on Details

2. Double click on the Fuel Price field and change the Supplier Fuel offer accordingly (screenshot 9)

   1. If the User does not have the permissions to change the value of this field, the error will be displayed below the field.

3. Double click on the ‘'Preferred Supplier’' checkbox and change its value accordingly (screenshot 10)

   1. If the User does not have the permissions to change the value of this field, the error will be displayed below the field.

For any concerns about this procedure please send a Chatter post to @NuvolOps Support and we will gladly assist you in any way possible.

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 116)

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)

...

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

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