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updates:requests-quotes-an-option-to-define-a-favourite-handler-per-a-client-has-been-added [2020/12/18 12:23] rafal [Tagging Requests] |
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 ===== | ||
+ | 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, | ||
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+ | 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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