Customer Portal / Front Office Dashboard

This article will show you how to utilize the Customer Portal's Dashboard:

 

Quick Reference Video Summary:
  • This is the first screen visible once a customer logs in to the customer portal
  • This screen will show you recent shipment information, with useful graphs to help visualize shipment data
  • High-level shipment statuses will be visible as well, so that it is easy to be aware of the various shipment statuses that move through the stages.
  • Reports & Tools are available from the Dashboard as well; customers can view Shipment History, Quote History, Customer Reports, Statements, Address Books, Product Catalogs, and Carrier Summaries