Global Settings: General

Global Settings: General

This article outlines all general best practices within the Global Settings for your organization.

The article will discuss:
  • Where to find the General Global Settings

  • detail each settings functionality


The settings can be found in My Company > Global Settings > General. The users who have access to this section are Account Admin, Operations Manager, and Chief Pilot.


Address Types

Create various address types to tie to addresses within contact records. For example, an address can be added and determined to be either eAPIS, Home, or Vacation for the contact.

Avionics Types

Create specific avionics types your operation needs to track on the qualification level. For example, Garmin, FANS, Etc.

These can then be designated as the avionics type on the aircraft profile and the qualification item to fully track currency and set the application up to flag accordingly. For more information regarding tying training items to avionics types see our article here.

Certificate Types

Create a list of certificate types such as ARGUS, Wyvern, ISBAO, etc. These certificate types can be associated to vendors allowing an operation to fully manage vendor credentials.

Crew Equipment Types

Add various types of equipment types such as iPad, Uniform, Epaulets, etc. This is connected to the Employment section of the personnel profile and allows an operator to easily manage the issuing and returning of personnel items.

Duty/Event Categories -

These are various duties or events used to categorize a user's Personnel Events. Company level color coding can specific to the type, or customized to the individual Events by using the "Show Event Colors" toggle.

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.

  1. Designate whether to track individual sends. If tracked is marked, the email tracking in Snapshot & Tools allows the user to track the emails.  

  2. Select the "Report Type" that the email template will refer to.

  3. 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.

  4. The "Default From" email address, which displays as the sender to any recipients of the email.

  5. 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. 

  6. 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:

  7. Lastly, enter the default email message.

  8. Click "Create".

Event Containers

Event containers are a way to customize the various categories of activities crew members are assigned to for viewing on the calendar.

Once these event containers are created, they can be added to the aircraft schedule under the filters section.


Groups are used to combine all applicable users within your organization together within the same department. Once groups are created, you can select them when sending messages, assigning tasks, or emailing within Avianis and everyone in the group will be notified. 
For email defaults to be sent from a group, you must include a group email in this setup.


Locations allow for the organization to create custom airports that you might operate into that cannot be found or added into the global Avianis database. Each entry is required to have the following information added, Name, Identifier, Latitude, Longitude, Daylight savings Time, and International Time Zone.

Note: Latitude and longitude must be in decimal form.

Then, when entering itineraries into Avianis, the locations will be available to select just like any other airport.

Note Categories

A user is able to create note categories in order to better organize the various notes that are added to records throughout the system. The selected "Related To" option in the drop-down area will designate what area the note is available in. If All Record Types are set, then the Note Category is an option for all the record types that contains Notes.

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

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.


This is where the default tax rate (passenger or cargo) is set for the organization.

If "Default" is selected in the aircraft profile, these rates will apply when quoting.

Ref: G-G04

    • Related Articles

    • General Global Settings [Video]

      This video will discuss all of the menu options under My Company > Global settings > General such as: Address Types Avionics Types Certificate Types Crew Equipment Types Email Defaults Groups Locations Note Categories Tag Categories Tags Task Types ...
    • Quote Settings

      A quote is made up of several items, such as line items, terms and notes. In this section of the Global Settings, the user is able to customize various items that relate to quotes. GENERIC PROFILES Generic profiles are used when providing ...
    • Finance: Settings

      Roles that can access Finance > Settings and make modifications are: Account Admin Operations Manager Finance Manager Finance Agent CONFIGURATION Invoice Overdue Warning Days: The # of days that determines an unpaid invoice to be a warning item in ...
    • Calendar Visibility Settings

      In each personnel's profile Custom Scheduler Settings can be set. The options to set are aircraft and personnel. Access the personnel profile by clicking on their name in My Company > Personnel There are 3 settings that can be set for a users ...
    • Schedule Board: Settings

      The Schedule Board provides visibility to all scheduled activities for trips both on and off fleet, fleets used as a hold line, and crew on a single calendar view. This article explains: Time Zone displays the available settings for the Schedule ...