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- Go to Maintenance > Customers and click the New button in the top left, or click the down arrow next to the New button and click Customer.
Enter a unique Customer Number. The customer number can be entered manually or generated using the "Generate ID" button located on the toolbar. Generate ID generates the and ID number based on the "Customer ID Algorithm" setting in the global options' "Misc" tab. See Global Options for more information. Note |
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- Use numbers only.
- No special characters or letters.
- This number cannot be changed once the customer is saved.
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- Enter a Name.
Tip |
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You can load default field entries by clicking the "Load Defaults" button located on the toolbar. See Default Customer. |
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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 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 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. |
Email | Internet user's email address. |
Phone | Internet user's phone number. |
Hide Rates | Whether or not rates are hidden for the internet user. - Yes - Internet user option "Show Rates" is disabled.
- No - Internet user option "Show Rates" is enabled.
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Approved | Whether or not the internet user is approved to log in to Rapidship or X Internet. |
Base Rate Adj %
| Internet user's Rate Adjustment which is specific to the internet user. Note |
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This can be a dollar or percentage amount. |
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Addresses | Number of addresses in the internet user's address book. |
AccountKey | The customer record's Alternate Lookup. |
AllowDriverTracking(XI) Info |
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"AllowDriverTracking" for X Dispatch 20.0 or older. |
| Whether or not the internet user is allowed to track drivers on X Internet. This does not include tracking drivers in Rapidship. |
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Display Driver Location |
Info |
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Requires X Dispatch 21.0 or newer. |
Setting for whether or not driver location is displayed for all of the customer's internet users. - After Dispatch - Display the driver's pin location when the internet user clicks the Show Driver Location button on the order after it has been dispatched to the driver
- En Route Only - Display the driver's pin location only if the driver is en route to the location of the destination address, or if the order has been marked as the "Next stop" by the driver in Nextstop. This will also allow the internet user to see the "# of stops away" count on the Track Order Detail card.
- Use Global - This is the default setting and will use the Display Driver Location selection in the Global Options Internet Options tab.
- Disabled - The Show Driver Location button will not be visible in Rapidship unless the internet user's option Display Driver Location is set to "After Dispatch" or "En Route Only".
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The CRM tab allows your company to create customized fields to be able to track any type of data. The CRM tab is empty until you define the CRM fields. You can add and edit CRM fields in Maintenance CRM Fields. See CRM Fields for more information.
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CXTU Courses/Lessons | - Dispatcher Training: Customer Record
- CSR Training: Customer Record
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