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Field Name | Description |
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Business Unit | Select the business unit that the customer belongs to. Business units are configured in Maintenance > Business Units. See Using Business Units for more information. |
Customer Type | Select the customer type. Example: Medical Supplier, Auto Parts Distributor. Customer types are configured in Maintenance > Customer Types. See Customer Types (Classic Operations App) for more information. |
Customer Source | Select the customer source. Example: How you obtained the "Customer", Advertisement, Cold Call, etc. Customer sources are configured in Maintenance > Customer Sources. See Customer Sources (Classic Operations App) for more information. |
User Field 1 | Allows you to keep track of any data you would like. These fields accept any type of data. |
User Field 2 | |
Ensenda Courier ID | Provided by Ensenda for their customers. |
Ensenda Merchant | Provided by Ensenda for their customers. |
Ensenda URL | Provided by Ensenda for their customers. |
Customer Since | By default, this is the date the customer file was created. This date can be changed. |
Last Ordered | Date that the customer placed their last order. |
First Ordered | Date that the customer placed their first order. This cannot be changed. |
First Entered | Date the customer file was created. This cannot be changed. |
First Entered By | User who created the customer file. This cannot be changed. |
Last Updated | Date the customer file was last updated. This cannot be changed. |
Last Updated By | User who made the last update to the customer file. This cannot be changed. |
Override The Default Signature Text in X Mobile | Overrides the signature text in X Mobile when capturing a signature. |
Driver Notes | Enter notes to display to the driver in X Mobile when [DriverNotes] is added to the message formats. |
Route Stop User Field Captions | Text entered into the User Field will modify the caption of the corresponding User Field of the customer's route stop record. |
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Field Name | Description | ||
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User ID | Alphanumeric username the internet user uses to log in. | ||
Name | Internet user's name. This can be alphanumeric and is displayed when logged in. | ||
Internet user's email address. | |||
Phone | Internet user's phone number. | ||
Hide Rates | Whether or not rates are hidden for the internet user.
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Approved | Whether or not the internet user is approved to log in to the Client Portal or X Internet. | ||
Base Rate Adj % | Internet user's Rate Adjustment which is specific to the internet user.
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Addresses | Number of addresses in the internet user's address book. | ||
AccountKey | The customer record's Alternate Lookup. | ||
AllowDriverTracking(XI) | Whether or not the internet user is allowed to track drivers on X Internet. This does not include tracking drivers in the Client Portal. | ||
Display Driver Location | Setting for whether or not driver location is displayed for all of the customer's internet users.
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The Tasks tab allows you to create tasks related to the customer.
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Field Name | Description |
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Task Name | The name of the task created. |
Due Date | Date and time the task is due. |
Created By | Name of the user that created the task. |
How to Create a Task
Right-click anywhere in the Tasks tab to display the menu.
Click on "New".
Fill in the "Edit Task" form
You can set a timed reminder for the task and receive an alert you when it is almost due. When a "Reminder" is set, the "Edit Task" window will automatically appear at the time that the "Reminder" is set.
Click "OK" to save.
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The Parcel Types tab allows you to control which parcel types are available to the customer.
Section / Field | Description | ||||
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Available Parcel Types | Select the parcel types that are specific to the customer by checking the checkbox in front of the parcel type or click the Add all button to check all the boxes. You can edit the parcel types list in Maintenance > Parcel Types. See Parcel Types (Classic Operations App) for more information.
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Enable parcel type list in XD | When enabled is checked, all of the orders, route stops, contract stops, and parcel forms associated with the customer will only accept the selected parcel types. | ||||
Available Parcel Items |
Configure parcel items and parcel type enforcement for drivers to select in the Driver App. See Parcel Items (Classic Operations App). The checkbox must be checked to enable parcel item options in the Driver App for Available Parcel Types selected.Click the corresponding button in the Parcel Type Enforcement column to edit the parcel item's enforcement type.
Parcel Type Enforcement Icons
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Required Mobile Route Parcel Types | Configure required parcel types during driver action in the Driver App for specific stop types by selecting the Parcel Type and Stop Type to require the driver to enter a parcel count for the specific parcel type. The Parcel Type cannot be duplicated.
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Status Codes
The Status Codes tab allows you to control which status codes display when a driver is scanning a parcel.
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