Create an Account
Navigate to Accounts and click New. (screenshot 1)
Select a Record Type - there is a brief description of each record type on this screen
Fill in the contact details, paying special attention to the mandatory fields in red. (screenshot 2)
Ensure that the following format is followed when entering a new Account:
Account Name starts with a capital letter and is followed by lower-case letters
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.
Abbr Name should be a shortened version of Account's full name and not contain any special characters
Phone and fax numbers should be stored in the following format: +00123456789 (plus sign, country code, number, with no spaces in between)
Click Save
Set up a Client Specific Rate
Navigate to an Account
Find the Client Specific Rates Related List and click New (screenshot 3 and 4)
Fill in the details and click Save
All Trips created from now on for this Account and the selected Arranger will take the client specific rates into account
Add a Primary Contact to an Account
Navigate to the Account and scroll down to Contact Roles
Make sure there is not a Primary Contact on the account already - the Primary box should be unticked in all Contact Roles on the related list
Click New to create a new Contact Role or click a contact’s name to edit that Contact Role
Check the Primary box on the Contact Role
Make sure the contact is set as the recipient for at least one document type
To override the Primary Contact for a single trip, select a different contact on the Trip Builder during trip creation
Primary Contact usage:
The Primary Contact will be the trip primary contact by default whenever you create a new Trip for the Account
The Primary Contact will automatically be copied into all Movement Messages
Manage the Accounts Watch List
Use the Watch List (Accounts) link on NuvolOps to navigate to the Watch List
Review the Accounts which are currently on the Watch List
To add a new or existing account to the watch list, add one of the Watch List options (eg. ‘Watch List (Payment)' to the 'Company Type' field and select the 'Account Source’ (EU Sanction or US Sanction)