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updates:requests-quotes-an-option-to-define-a-favourite-handler-per-a-client-has-been-added [2020/12/17 14:32] rafal [Assigning RFQ's to bases] |
updates:requests-quotes-an-option-to-define-a-favourite-handler-per-a-client-has-been-added [2020/12/18 19:44] (current) rafal [Favourite handler per Client] |
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- **Favourite handler per Client** | - **Favourite handler per Client** | ||
- **Assigning RFQ's to bases** | - **Assigning RFQ's to bases** | ||
- | - **' | + | - **Tagging requests** |
+ | - **Additional Fees** | ||
===== Favourite handler per Client ===== | ===== Favourite handler per Client ===== | ||
+ | It is possible to assign a **default handling agent to a Client** in Leon. | ||
+ | |||
+ | [{{ : | ||
+ | **In order to assign a Handling Agent to a Client,** you need to: | ||
+ | |||
+ | * Edit the Client in Sales module. An agent can also be assigned while adding a new Client in the Sales module | ||
+ | * Select the Agent(s) in the **' | ||
+ | * Airport ICAO/ | ||
+ | * Handler Name | ||
+ | * Combination of ' | ||
+ | * Once the Handler is assigned, it will appear as a tag below the ' | ||
+ | * Save changes | ||
+ | |||
+ | **Only one Handler per airport can be assigned to a Client. Assigning second Handling Agent will replace already assigned Handler.** | ||
+ | |||
+ | It is possible to assign multiple Handling Agents at different Airports to one Client. | ||
+ | |||
+ | {{: | ||
+ | [{{ : | ||
+ | Once the Handler is assigned, it will auto-populate in the OPS checklist when the trip is booked. | ||
+ | |||
+ | Handler assigned to the Client has **higher priority** than the Handling Agent selected as **preferred in the Airport Directory**. This means that the Handler assigned to the Client will overwrite the preferred Handler from ' | ||
+ | |||
+ | Additionally, | ||
+ | |||
+ | If the Handler is changed in the OPS Checklist, updating the trip from Sales panel will affect the Handler selection. | ||
+ | |||
+ | If the trip is added in OPS section and the Client is assigned in the TRIP tab, the Client' | ||
+ | |||
+ | < | ||
------- | ------- | ||
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* **Client/ | * **Client/ | ||
- | * **User** - bu editing a user in Settings > Users section | + | * **User** - by editing a user in Settings > Users section |
If the base is **assigned to a Client**, the trip requested by this particular Client will automatically be assigned to the Client' | If the base is **assigned to a Client**, the trip requested by this particular Client will automatically be assigned to the Client' | ||
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< | < | ||
-------- | -------- | ||
+ | ===== Tagging Requests ===== | ||
+ | |||
+ | [{{ : | ||
+ | It is possible to tag requests in a similar to tagging flights/ | ||
+ | [{{ : | ||
+ | **Creating the tags** is only possible from the main ' | ||
+ | |||
+ | In order to **create a new tag** you need to: | ||
+ | |||
+ | * Make sure that the ' | ||
+ | * Click on the ' | ||
+ | * In the ' | ||
+ | * Insert the name of the new tag and press ' | ||
+ | * Click on the new tag colour square and select the prefered colour | ||
+ | * Save the changes | ||
+ | * The tag is added to the list as well as added to the selected request | ||
+ | |||
+ | It is possible to **assign multiple tags** to one request following the abovementioned process. When tagging a request it is possible to both add new tags as well as assign already existing tags. Clicking on the ' | ||
+ | |||
+ | If there are multiple tags added to a request, the list will display it as {{: | ||
+ | [{{ : | ||
+ | There is a possibility of **filtering by tags**. Simply click on the {{: | ||
+ | |||
+ | The filter works based on ' | ||
+ | |||
+ | Additionally, | ||
+ | |||
+ | < | ||
+ | ---------- | ||
+ | |||
===== Additional fees ===== | ===== Additional fees ===== | ||