Create an Account

1. Navigate to Accounts and click New (screenshot 1)

2. Select a Record Type - there is a brief description of each record type provided

3. Fill in the contact details, paying special attention to the mandatory fields in red (screenshot 2)

4. Ensure that the following format is followed when entering a new Account:

   1. Account Name starts with a capital letter and is followed by lower-case letters 

      1. 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

   2. Abbr Name should be a shortened version of Account's full name and not contain any special characters

   3.  Phone and fax numbers should be stored in the following format: +00123456789 (plus sign, country code, number, with no spaces in between)

5. Click Save

 Screenshots

Set up a Client Specific Rate

1. Navigate to an Account

2. Find the Client Specific Rates Related List and click New Client Specific Rate (screenshot 3 and 4)

3. Fill in the details and click Save

4. All Trips created from now on for this Account and the selected Arranger will take the client specific rates into account

 Screenshots

Add a Primary Contact to an Account

At any time there can only be one Primary Contact per Account.

1. Navigate to the Account you want to create a Primary Contact for

2. Once on the Account record scroll down to Contact Roles

3. Click on New by Contact Roles

4. Select a Contact linked to that Account and enter a Role

   1. If there is a Primary Contact, you will be able to see which Contact has been set as Primary Contact

   2. 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 any time you create a new Trip for that Account. This selection will be overridden if a trip is created for that Account and a different Contact is selected as the primary contact. In such case, the new Contact will be then set to the Account Primary Contact.

Primary Contact Usage

When sending a Quote, Flight Brief or Pro Forma Invoice, the Primary Contact will be defaulted as a recipient to the selected document

Primary Contacts will automatically be copied into all Middle East Flight Legs Movement Messages whenever an Actual Takeoff/Landing Time is entered.