Knowledge Base

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Knowledge Base

Customers

Customers

Portal

My Assignments - Front Office

Customer Portal Setting - Customer Staff

Book Shipment

Customer Report

Carrier Summary

Create Quote

Dashboard

Logging In

Product Catalog

Quote History

Shipment History

Shipment Profile

Track & Trace

Front Office - Customer Portal

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Management

Consignee Upcoming Delivery Notices

Add/Update payment terms in customer accounting profile

How to Add a sales rep to a Customer company

Company Profile - Accounting Profile

Company Profile - Credit

Custom Reference Numbers

Company Profile - Customer Portal Settings

Customer Company Profile

Create a Company

Margin Management

Create Customer Staff

Customer Staff Search

Customer Company Search

Customer Credit Limits

Include/Exclude Carriers for a Customer

Introduction to Customers

Staff Notification Settings

Customer Mileage Override

Customer Statement

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