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Front Office Features
Universal Search
This article will show you how to utilize the Universal Search:
Quick Reference Video Summary:
- Accessible throughout the system in the top right corner of the screen
- This is a "Starts With" type search
- This search allows you to search using anything in the TMS:
- Customer PO #s
- Shipment IDs
- Customer Names
- If searching a Customer name, or any name, you will be able access a quick menu to perform actions from the search bar directly
- Organization Names
- All Reference Numbers