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Add a Primary Contact to an Account

TBA

Manage the Accounts Watch List

1. Navigate to Accounts. 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:

• Watch List (Payment) can refer to Contacts that currently have a Payment Issue

• Watch List (Visa Sanc) can refer to Contacts that currently have Visa travel sanctions placed under them

• Watch List (Econ Sanc) can refer to Contacts that currently have an Economic sanction placed under them

• Watch List (Fastjet Restr) can refer to Contacts that have flight restrictions with Fastjet

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

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 At any time 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 scroll down to Related Contacts (screenshot 1)

3. If changing an existing contact to a Primary Contact, go to Step 4. 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 in red) are filled and click Save (screenshot 2 and 3)

4. Click the “View Rel” link next to the name of the Contact you wish to make primary (screenshot 4)

5. Click the “Edit Relationship” button (Screenshot 5)

6. 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 6.1)

7. Click the “Primary” checkbox (screenshot 6.2)

8. Click Save

9. After saving the Contact as a primary, Primary checkbox will be visible on the Related Contacts list (Screenshot 7)

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 fuel supplier’s Account

2. Double click on the Fuel Price field and change the Supplier Fuel offer accordingly (screenshot 1)

   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 2)

   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.

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