Where to find the General Global Settings
detail each settings functionality
Global Settings: General
This article outlines all general best practices within the General Settings for your organization.
The article will discuss:
COMPANY > GENERAL SETTINGS
The settings can be found in Company > General Settings. The users who have access to this section are Account Admin, Operations Manager, and Chief Pilot.
SETTINGS DESCRIPTION
Email Defaults
Email defaults are the templates used when sending emails from Avianis for your company. Below are details of every field to fill out when creating or editing an email template.
Designate whether to track individual sends. If tracked is marked, the email tracking in Snapshot & Tools allows the user to track the emails.
Select the "Report Type" that the email template will refer to.
Set a default "Reply To" email address. Then when the email is sent out, if the recipient replies to the email, it will come back to this address listed here.
The "Default From" email address, which displays as the sender to any recipients of the email.
- Individual Users or 'Groups' in the To, CC, or BCC fields for emails from any record. When added, it will send to the email of each member of that Group.
Note: Requires a 'From' email be provided for the Group. Next, you have the option to add a default subject line. If you click the drop down to the left of the field you can select any of the dynamic placeholders to add them to the subject line. Note: When selecting the time/date designators within the subject they follow the below logic:
Lastly, enter the default email message.
Click "Create".
Tag Categories and Tags
A user is able to create tags as a way to sort, organize, and flag items within the system. Records such as aircraft, personnel, accounts, contacts, leads, trips, quotes, etc. are all areas where the user is able to search by tags.
For example, if a tag category is created called "Amenities" and subsequently a tag is created titled "WiFi Enabled", an aircraft can then be given the tag "WiFi Enabled". Next, you can utilize these tags when searching for aircraft to quote or schedule that have that particular amenity.
Search by a Tag within the various search pages
Task Types and Task Templates
For a step by step guide on how to configure tasks and task lists see Configure Task Types and Task Lists.
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