Customers Search

Customers Search

The Customers tab under CRM on the sidebar contains your Customer list. Clicking on the Customer link will take you to the search page where you can run a Basic basic search for a customer based on name, status, city, etc. or run an Advanced search filtering certain parameters.

The horizontal bar at the top is called the Simple Search bar and it contains it's own Search button to the right. You can search for any term related to the Customer you're looking for, and examples are provided in the simple search bar for reference.

The Advanced Search section resides below the Simple Search bar. This section can be used to filter down your search to specific parameters.

Customer profiles are labeled under 4 statuses:

Customer - The Customer profile is active

Inactive - The Customer profile is inactive and loads are unable to be booked.

Onboarding Sent - The Customer is in process of being set up and a Customer Onboarding email has been sent, but not completed. A load cannot be created for a customer in this status.

Onboarding Signed - The Customer is in process of being set up and has signed their Customer Agreement. The Customer profile must now be toggled to Active. A load cannot be created for a customer in this status.

TO VIEW YOUR ACCOUNT'S ENTIRE CUSTOMER LIST, CLICK ON THE SIMPLE SEARCH BUTTON AT THE TOP RIGHT.

Search results can be sorted in ascending and descending order by clicking on the column headers Name, Primary Contact, Phone, etc.