Create a Contact
Navigate to an Account and find the Contacts related 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
If the contact you are trying to create is not a duplicate, tick the 'Disable Duplicate Check' checkbox (screenshot 2. 1) and click Save
Manage the Contacts Watch List
Use the Watch List (Contacts) link under the Useful Links section of NuvolOps to navigate to the Watch List
Review the contacts who are currently in the watch list
To add a new or existing contact to the watch list, add one of the Watch List options (e.g. ‘Watch List (Payment)' to the ‘Role / Attributes' field and select 'EU Sanction' or 'US Sanction' on the Title field) (screenshot 1)
To create a contact for the watch list, unrelated to an account, please choose the account called 'Watch List Placeholder' (screenshot 2)
There are currently four Watch List options:
Watch List (Payment), for contacts with a payments issue
Watch List (Visa Sanc), for contacts placed under Visa travel sanctions
Watch List (Econ Sanc), for contacts under an economic sanction
Watch List (Fastjet Restr), for contacts with flight restrictions with Fastjet
To add more options, please contact Luxaviation IT
Whenever a watch list contact is added as a passenger to a flight leg, chosen staff (region-based) will receive a warning e-mail. If your region does not have this solution set up and you would like to implement it, please contact NuvolOps Support
If any new entities or passengers are added to the EU or US sanctions list:
Find the Passenger Alert Report and Entities Alert Report under Reports in NuvolOps
Click on Export Details, then Export, to download the report to your computer
Email the report to Jrena Frauenfelder, Gerrit Basson, John Brutnell, Marc-Anthony Padula, Christophe Gibert
Subject: EU Sanctions and/or US Sanctions
Body: The EU/ US has added new persons (and entities) to the sanctions list, please see the updated reports attached
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