Page Comparison

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.

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.

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. 

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.

• 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 the Driver App. 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 the Client Portal unless the internet user's option Display Driver Location is set to "After Dispatch" or "En Route Only".

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.

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. 

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. 

Image Modified 

Parcel Type Enforcement Icons

• No Icon - The enforcements are using the global settings.

• Yellow Caution Icon - There are overrides from the global settings.

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.