This feature lets brokers track how their customers interact with the Customer Portal. It provides clear insights into user activity by contact, helping identify login issues, engagement patterns, and system usage across your customer base.
Where to Find It
1. Navigate to a Customer Profile from the Back Office.
2. From the Customer Tools dropdown, select Customer Usage Log.
This will open a report summarizing how each customer staff user interacts with the system.
What’s Included in the Log
Each row in the report represents a customer user and shows the following activity metrics:
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Staff ID & Name: Identifies the customer contact.
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Login: Username used for portal access.
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Successful Logins: How many times the user logged in successfully.
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Failed Logins: Number of failed login attempts.
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Information Updates: User-edited profile changes.
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Rates Requested: Number of rate quote requests submitted.
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Quotes Saved: Saved quotes activity.
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Shipments Ready for Committing.
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Shipments Committed: Shipments in committed status booked in the customer portal.
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Shipments Tracked: Number of shipments the user accessed for tracking.
Each number links to a detailed view showing timestamps, access level, and the type of activity performed by that user
Filtering Options
At the top of the screen, you can:
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Set a date range (up to 6 months).
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Filter by activity type (e.g., only show logins or tracking activity).
These filters help you pinpoint specific behaviors or review customer performance over time.