This series of guides is intended to serve as an introduction on how to use some of the many useful features of CompassAir (web version) and the Mobile App. For further information, or for a demonstration of CompassAir Web, the mobile app or any of our other products, or to enquire about our bespoke training packages, please contact solutions@thinkcompass.io

Further information on using CompassAir (web version) is also available on the following pages:

Changelogs – see the latest improvements to CompassAir, designed to save time and improve ease of use

Using SnP Screens – for an overview of the main SnP workflows

CompassAir Mobile App

New User – Basic Settings

Volume 1 – Basic User Guide

Volume 2 – Composing Messages

Volume 3 – Views

Volume 4 – Searching, Contacts and Attachments

Volume 5 – Settings

Volume 6 – Circulars and Mail Merging

Volume 7 – Filing and Miscellaneous

Volume 8 – SnP Ships Screen

Volume 9 – SnP Purchase Enquiry Screen

Volume 10 – Chartering Screens

COMPASSAIR MOBILE APP

1   Messages

2   Compose and Attachments

3   Message Views

4   Address Book

5   Discussions and Notifications

6   Ships

7   Fixtures

8   Deals

9   Filing and Filing Tree

10  Settings

11  Multiple Actions

See also the Mobile Changelogs for the latest

improvements

NEW USER – BASIC SETTINGS

1   Google Chrome and Extensions
2   Messages: Home Screen
3   Settings General
4   Compose
5   Compose: Message Send Delay
6   Browse
7   Browse: Hiding Duplicated Messages
8   Browse: Message View – Horizontal or Vertical
9   User Interface: Chrome Extension
10  Signatures
11  Message Rules
12  Message Colours
13  Region
14  3rd Party: Google Drive and Dropbox
15  3rd Party: Skype Integration
16  Notifications (alerts when sending/receiving messages)

VOLUME 1 – BASIC USER GUIDE

1   CompassAir Messages Window (Home)
2   CompassAir Settings – General
3   Message Overview
4   Message Views
5   Composing Messages
6   Searching and Filtering Messages
7   Message Templates
8   Contacts Overview
9   Document Folders and the Filing Tray
10  Circulars
11  Calendar
12  Notifications (alerts when sending/receiving messages)
13  Discussions
14  Translation

VOLUME 2 – COMPOSING MESSAGES

1   CompassAir Messages Window (Home)
2   Composing Messages
3   Messages – Internal or External
4   Composing Messages – Multiple Windows
5   Pasting Recipient Addresses from Excel
6   Message Attachments
7   Moving the Message Editor
8   Composing Messages – Minimising and Maximising
9   Message Signatures
10   Message Send Delay
11   Printing Messages before Sending – Creation Date/Time
12  Reply, Reply All or Forward
13  Reply to Messages with a Meeting Request
14  Composing Messages to Recipients of Multiple Messages
15  Amending Text when Replying to Messages
16  Copy All Recipients
17  Quick Starting the Message Editor using Attachments
18  Notifications (alerts when sending and receiving messages)

VOLUME 3 – VIEWS

1   CompassAir Messages Window (Home)
2   Message Views
3   Creating Custom Message Views
4   Filtering Views
5   Message View – Horizontal or Vertical
6   Horizonal View – Toggling Message Details
7   Browsing Messages Quickly
8   Message Previews
9   Message Descriptions (Outgoing Messages)
10  Message Descriptions (All Messages)
11  Reading Mode
12  Messages – The Meaning of Numbers in Blue Boxes
13  HTML Messages without Images
14  Condensed Headers
15  Hiding Duplicated Messages
16  Conversations – Message Threads
17  Discussions

VOLUME 4 – SEARCHING, CONTACTS AND ATTACHMENTS

Searching:

1   CompassAir Messages Window (Home)
2   Searching and Filtering Messages (and saving searches)
3   Fast Search using Fluidlink™
4   Excluding email addresses when searching

Contacts:

5   Contacts Overview
6   New Contacts
7   New Contact Structures
8   Skype Integration
9   Contacts (Accounts) – Copying or downloading as VCards
10  Editing Circulars from Contacts

Attachments:

11  Message Attachments
12  Attachments – Chrome Extension
13  Attachments – Google Drive and DropBox

VOLUME 5 – SETTINGS

1   CompassAir Messages Window (Home)
2   CompassAir Settings – General
3   Message Rules
4   Spam
5   Colour Coding Messages
6   Confirmations
7   Message Autoreplies
8   Display only Selected Readers of Messages
9   Attachments – Google Drive and DropBox
10  Skype Integration
11  Scrolling Down with the Space Bar

VOLUME 6 – CIRCULARS AND MAIL MERGING

1   CompassAir Messages Window (Home)
2   Circulars
3   Mail Merge
4   Editing Circulars from Contacts
5   Adding Recipients to Existing Circulars
6   Duplicating Circulars
7   Circulars with Recipients in Common
8   Circulars: Permanent Delivery Failure
9   Quickly Send Vessel Particulars to Clients
10  Quick Starting the Message Editor using Attachments

VOLUME 7 – FILING AND MISCELLANEOUS

Filing

1   CompassAir Messages Window (Home)
2   Document Folders and the Filing Tray
3   Documents and Filing Folder Options
4   Duplicating File Structures for Vessels
5   Ships Database
6   Filing Incoming Messages in Specific Folders

Miscellaneous

7   Unique Message Reference Numbers
8   Message Audit Trail
9   “Processing” Messages
10  User Defined Lists – Keywords and Contacts
11  Saving CompassAir Messages Locally in EML Format
12  Control Key Shortcuts – Message Editor
13  Scrolling with the Down Arrow

VOLUME 8 – SnP SHIPS SCREEN

1   CompassAir Messages Window (Home)

2   Ships Interface

3   Ships Screen “List”

4   Ship Advices

5   Ship Advice Creation

6   Appending to an Advice (Editing Advice)

7   Appending Advice Source

8   Ship Comments

9   Ship Search Fields

10  Searching for Ships

11  Templates – Customising Search Results Screens

For specific information on workflows related to the use of SnP screens, click here.

VOLUME 9 – SnP PURCHASE ENQUIRY SCREEN

1   CompassAir Messages Window (Home)

2   Purchase Enquiry User Interface

3   P/E Screen “List”

4   Search Fields

5   Searching for P/Es

6   Purchase Enquiry Tabs

7   “Matching Ships” Tab – Proposing Ships

8   “Ships” Tab – Investigating and Proposing Ships

9   “Templates – Customising Search Results Screens

For specific information on workflows related to the use of SnP screens, click here.

VOLUME 10 – CHARTERING SCREENS

1   CompassAir Messages Window (Home)

2   Chartering Positions Screen

3   Chartering Positions “Message Preview”

4   Adding a Chartering Position from a Message

5   Deals Screen

6   Adding en-bloc Ships to a Deal using the Ships tab

7   Fixtures Screen

8   Relating Fixtures to Messages

9   Adding Information to Fixtures

10   Chartering Positions – Confirmation of Pulse Generated Positions