Create an Account
Navigate to Accounts and click New (screenshot 1)
Select a Record Type - there is a brief description of each record type provided
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 Client Specific Rate (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
At any time there can only be one Primary 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
Navigate to the Account you want to create a Primary Contact for
Once on the Account record scroll down to Related Contacts
Click on New by Contact Roles
Select a Contact linked to that Account and enter a Role
If there is a Primary Contact, you will be able to see which Contact has been set as Primary Contact
You can change the Primary Contact by clicking on Edit on the desired Contact and checking the “Primary” checkbox
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.