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Customer's Interior Page

Accessing the Customer's Interior Page

Navigate to the Contractors section and under Clients Section click the “Customers” Button.

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  1. Main Info Tab

  • Primary Info: Fields for main details like Main type, Parent, Booking type, Source, Office, Status, Marketing status, Payment type, and more.

  • Company Info: Fields for Company name, Principal owner, Industry, Address, Phone, and more.

  • Custom Code: Generate a unique customer code with the Generate Customer Code Number button.

  • Additional Fields: Options for Fax, Mobile, Website, Notes, and other extended customer details.

  1. Contacts Tab

  • Add Contact: Click + New Contact to create new contact details.

  • Contact Data & Additional Fields: Tabs for basic contact details and additional data, including team and airport links.

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  1. Linked Customers Tab

  • Child Customers: Displays child customers linked to the main customer.

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  1. List of Aviation Staff Tab

  • Aviation Staff List: Shows aviation staff related to the customer.

  1. Customer Preferences Tab

  • Preferences: Lists customer preferences if linked.

  1. Mail Tool Tab

  • Mail History: Shows emails associated with the customer.

  1. Activities Tab

  • Activity Log: Lists all customer-related activities.

  1. Operational Info Tab

  • Flight Details: Select Flight Category and Notes fields for operational details.

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  1. Passengers Tab

  • Passenger Management: Add or manage passengers associated with the customer.

  • Clone or Move Passengers: Duplicate or transfer passengers to other customers.

10. External Links Tab

  • External IDs: Input fields for linking external company or customer IDs.

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11. Accounting Details Tab

  • Billing and Payment: Input for billing name, credit terms, and finance comments.

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12. Bank Accounts Tab

  • Bank Details: Displays bank accounts linked to the customer.

13. Accounting Codes Tab

  • Codes Management: Fields for setting company, bank, and currency codes.

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14. Sales and Marketing Tab

  • Social Media & Key Info: Includes fields for social media links, key decision-makers, and marketing details.

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15. Flights Tab

  • Flight Records: Lists customer-linked flights.

16. Services Tab

  • Service Records: Displays services associated with the customer.

17. Enquiries Tab

  • Customer Inquiries: Lists inquiries linked to the customer.

18. AWBs Tab

  • AWB Records: Shows Air Waybills (AWBs) connected to the customer.

19. Cargo Quotes Tab

  • Cargo Quotes: Lists quotes associated with customer shipments.

20. Stock AWBs Tab

  • AWB Stock: Lists stock AWBs related to the customer.

21. Agent Rates Tab

  • Rate Management: Allows setting agent rates with options for weight, percent, and notes.

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22. Currency Rates Tab

  • Currency Setup: Define currency rates relative to the customer.

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23. Fuel Rates Tab

  • Fuel Management: Lists fuel rates linked to the customer.

24. Documents and Special Documents Tab

  • Document Management: Fields to add and manage customer-related documents, with validation dates and attachment options.

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25. Guarantee Documents Tab

  • Guarantee Management: Track guarantee-related documents, including expiration alerts.

26. Statements Tab

  • Financial Statements: Lists customer financial statements.

27. Bookings Tab

  • Booking History: Lists customer bookings.

28. Discounts Tab

  • Discount Rates: Define customer-specific discounts.

29. Jobs Tab

  • Job Records: Lists jobs associated with the customer.

30. Usage Tab

  • Activity Overview: Shows recent activity across various categories.

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31. Change Log Tab

  • User Activity Log: Tracks user activities related to the customer.

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