Customer Preferences
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Overview
This interface allows you to look through the information about the customer preferences. With the help of filters, it is possible to find the necessary entry quicker or to select those entries that meet your requirements. The report helps to export the information in a more convenient view, all columns will be shown in it. In the interior interface you can specify more details about the capability: the main information and the additional data (countries, airports, agent types, flight category, purposes, service types, equipment, preferred and forbidden).
List description:
- Customer – the name of the customer
- Prior – the priority of the capability
- Preferred – the name of the preferred vendors (the column will be empty in case of all selected preferred vendors)
- Forbidden – the name of the forbidden vendors (the column will be empty in case of all selected forbidden vendors)
- Service types – the list of selected service types (the column will be empty in case of all selected service types)
- Countries – the list of selected countries (the column will be empty in case of all selected countries)
- Airports – the list of selected airports (the column will be empty in case of all selected airports)
- Categories – the list of selected flight categories (the column will be empty in case of all selected categories)
- Purposes – the list of selected flight purposes (the column will be empty in case of all selected purposes)
- Agent types – the list of selected agent types (the column will be empty in case of all selected types)
- Equipment – the list of selected service equipment (the column will be empty in case of all selected equipment)
- Notes – the space for additional information
- Internal notes – the space for internal information
Manuals
- Select the necessary entry in the Customer / Into Vendor / Country / Airport / Service type / Priority selector to see the information in this interface
Sorting and filtering
- Click the Filters button and select the necessary field to make the filtration
You have an opportunity to make the filtration by: Agent Types, Flight Category, Purpose, Equipment, Customer, Into Vendor, Country, Airport, Service type and Priority selectors
Permissions
Select any customer preference using the double click
The elements of the interior interface
Main information block
Pay attention that the Priority, From date and To date fields are required
- The Customer and Priority selectors
- The From Date and To date calendar
- The Request from, Disbursement Fees, Supervisor Fees, Cancellation Fees, Pricing comments, Surcharges, Notes and Internal Notes input fields
- The No expiry checkbox
Additional block
The All tab
- The main information is shown on this tab according to the entries that were selected on the other 4 tabs
The Countries/Airports tab
- All countries are selected by default. In case you need a certain country, select it in the Country selector
- In the middle table you can select the necessary airport, according to the country
- In the right table you can find the list of all airports. All airports are selected by default
The Agent types/Flight category/Purposes tab
- All Agent types / Flight categories / Purposes are selected by default.
The Service types/Equipment
- All Service types / Service equipment are selected by default
The Preferred & Forbidden
- All Preferred / Forbidden vendors are selected by default
How to create the same capability
- Click the Clone button to create the same capability. Pay attention that the information on the tabs will be copied too.