Contacts - Classic
Create a Contact
Navigate to an Account and find the Related Contacts list (screenshot 1)
Click New
Some details will be populated automatically; fill in the rest of the details
Make sure the following format is followed when created a new Contact:
First and Last names must begin with a capital letter, followed by lower-case letters
The drop down next to the first name should be populated with the contact’s title
The phone number must be stored in the following format: +00123456789 (plus sign + country code + number, with no spaces in between)
Click Save
If there is a 'Duplicates for Contact' error message:
If the contact you are trying to create is a duplicate, please use or update the existing contact instead of creating a new one. See section below to add a relationship to existing contact.
If the contact you are trying to create is not a duplicate, tick the 'Disable Duplicate Check' checkbox (screenshot 2. 1) and click Save
Create a Contact Relationship
If the Contact already exists, but they should be added to the Account, select Add Relationship, instead of New (screenshot 3)
Create Contact Documentation
Navigate to a contact and scroll down to the Credentials Related list, or click Credentials shortcut
Enter the details of the credential and drop any required attachments into the Attachments box
If the credential needs to be a child of another credential (e.g. a Visa, which should be related to a passport), enter the ID of the parent credential in the Parent Credential field, then click the magnifying glass and select the credential
Click Save
Create Movement Messages for a Contact
Sometimes passengers do not want to receive movement messages directly, so we can set up another contact as a recipient for the message.
Navigate to the contact record that will be flying.
In the Movement Msg Contact field, look for the contact that should be the recipient of the movement messages.
Next time adding the contact as a passenger, the Movement Msg Contact email of the Flight Leg Pax record, will be populated with the email of the contact you defined in the Movement Msg Contact field.