Create a Contact

1. Navigate to an Account and find the Related Contacts list (screenshot 1)

2. Click New

3. Some details will be populated automatically; fill in the rest of the details

4. Make sure the following format is followed when created a new Contact:

   1. First and Last names must begin with a capital letter, followed by lower-case letters

   2. The drop down next to the first name should be populated with the contact’s title

   3. The phone number must be stored in the following format: +00123456789 (plus sign + country code + number, with no spaces in between)

5. Click Save

6. If there is a 'Duplicates for Contact' error message:

   1. 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.

   2. 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

1. If the Contact already exists, but should be added to the Account, select Add Relationship, instead of New (screenshot 1)

Screenshots

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Create Contact Documentation

1. Navigate to a contact and scroll down to the Credentials Related list, or click Credentials shortcut

2. Enter the details of the credential and drop any required attachments into the Attachments box

3. 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

4. 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.

1. 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 (screenshot 19.

2. 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 (screenshot 2).

Screenshots

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