The Main type, Parent type, Parent, Booking type, Source, Office, Status, Marketing status, Payment type, Company size, Billing currency, Department, Location, Descr selectors
The Date on board datepicker
The Name, Registered company name, Principal owner name, Industry, Address, City, Phone, Email, CODE, Key decision maker, Title of key decision maker input fields
Also an agent checkbox
Space for Upload, Download and Delete logo
Other details:
The Name, Office and Country fields are required
You have an opportunity to fill in the CODE field by yourself or automatically, using the Generate Customer Code Number button
Fill in the Source field to see the information in the Descr selector
The default bank will be automatically shown in the Bank field, according to selected company in the Office field
The Additional fields block
The Fax, Mobile, Frequency, Web site, AFTN, ARINC, Fuel margin, Notes input fields
The Country of registration, Country, State, Region, Inv type, Margin type selectors
The Review date datepicker
The Prospect, Intercompany checkboxes
2.The Contacts tab
Click the + New contact button in case you need to create contact. The sidebar will be displayed
The elements of the sidebar:
The Contact Data tab (elements):
The Contact first name, Contact middle name, Contact surname, Prefix, Suffix, Description, Mailing category input fields
The Airport, Country selectors
The Default, Default for country, Default for airport, Decision maker, Default for ops, Opt out, Airport contact checkboxes
Block with information about tel, fax, address etc
Fill in the necessary fields and click the SAVE button. Pay attention that the Contact first name field is required
The Additional Fields tab
The Compliance, SLX ID, Status, Contact known as, Known as input field
The Broker and Teams selectors.
Pay attention that you have an opportunity to add one or more team, clicking the Add button
The Airports tab
The Airport selector
Pay attention that you have an opportunity to add one or more airports, clicking the Add button
The Access types tab
The Access type selector
Pay attention that you have an opportunity to add one or more access types, clicking the Add button
Additional options
You have an opportunity to add new item(s) to selected contact quicker.
Click the New item button
Fill in the Type and Data fields and click the Save button
In case you need to add more items, click the + Add button and the new form will be displayed
Click the button in case you need to make changes in the contact
Click the button in case you need to delete the contact
Click the button in case you need to add the same contact for another customer
Select the necessary customer and click the Apply button
3.The Linked Customers tab
In case your customer has child customers, you will see them on this tab
4.The List of Aviation Staff tab
The list of aviation staff will be shown in case the customer is linked to them All Aviation Staff
5.The Customer Preferences tab
The list of customer preferences will be shown in case the customer is linked to them Customer Preferences
6.The Mail Tool tab
The list of mails will be shown in case the customer is linked to them E-Mail Tool
7.The Activities tab
The list of activities will be shown in case the customer is linked to them Activities
8.The Operational Info tab
The elements of the interface:
The Select flight category selector.
Pay attention that you have an opportunity to add one or more flight categories
The Notes field
9.The Passengers tab
The Main block
How to create new passengers
Click the + New Passenger button to open the sidebar
Fill in the necessary fields
Click the CREATE button
The elements of sidebar:
The First name, Middle name, Last name, Phone, Email, Passport number, Passport number 2, Visa notes, Preferred type, Age of aircraft, Entertainment notes, Catering notes, Drinks notes, General notes, Children notes, Allergies, Transportation required, Preferred type transport, Transport company, Client profile notes, Remarks, Pets notes, Marital status, Hobbies, Passenger id, Contact id, Account id input fields
The Gender, Passport in use, Nationality, Nationality 2, Residency selectors
The Date of birth, Passport issue date, Passport issue date 2, Passport expire date, Passport expire date 2 calendars
List description:
First name – the name of passenger
Last name – the surname of passenger
Date of Birth – the birth date
Passport – the number of passport
Passport issue date – the issue date of passport
Passport expiration – the passport expiry date
You have an opportunity to Clone and Move passengers
Clone – the same passenger will be created on selected customer
Move – the passenger will be moved from your customer to the selected one
The Additional block
How to create documents
Click the + New button to open the sidebar
Fill in the necessary fields
Click the CREATE button
The elements of sidebar:
The Name, No, Type, Value, Issued by, Note input fields
The Issue country selectors
The issue date, Expire date calendar
The Expired, N/A checkboxes
List description:
Name – the name of the document
No – the number of the documents
Type – the type of the document
Issued by – the issuing authority
Is. Count. – the country that issued the document
Issued – the issue date
Expires – the expire date
Valid – the validation of the document
The tick is shown in case the document is valid
The cross is shown in case the document is expired
Left – the number of days between the current and expired date
The N/A is shown in case the document is not active
The violet background is shown in case of more than 1 day difference
The red background is shown if up to 7 days are left before the end date
The orange background is shown if up to 30 days are left before the end date
The yellow background is shown if up to 60 days are left before the end date
The strong yellow background is shown if up to 90 days are left before the end date
F – the clip is shown in case of attachments
10.The External Links tab
The elements of interface:
The Relate type, Company selectors
The External company ID, External customer ID input fields
Pay attention that all fields are required
11.The Accounting Details tab
The elements of the interface:
The Company billing name, Fuel margin, Quotation margin, SLX ID, Commission amount, Notes, GTS no (), PAN no (), Credit amount, Credit days, Security deposit amount, Short name, Late fee, Amount, Company background and assets, Account manager comments, Finance comments input fields
