Broker

Home→ HR→ Human Resources→ Employee Base

  1. Click New to add an Employee



       2.  Enter basic information (compulsory fields will be marked as red) 

         

         3.  Select Employee Type "Broker"→ Click "Add person"  to save

Make sure the Type field - Broker is selected, otherwise added Broker will not show up in the list of brokers


         4.  After a person is added scroll down→ Press "New Contact" (Broker's contact information will be indicated on the Charter Quote)

          5.  Enter all required details→ Press "Add" button

  

a. Tick "Default for country" etc. to link the Broker to definite Country, Airport.

b. Scroll down to add more fields in contact information→ Press "Plus"


          6. To update any information click on the Contact→ Press "Edit contact"→ Enter changes→ Press "Update"