Daily Planner allows a user with permission to view and modify customer accounts. The Accounts table displays accounts based on the branch you are currently viewing and defaults to 50 results per page. The table can be dragged left and right so that you can pick how many columns you would like to view at a given time.

You can hide any of the columns mentioned below by using the table configuration button in the upper right corner of the accounts table. Table columns can also be dragged into a different order if desired. These custom configurations are saved locally per user, per browser and can be reset by clicking Reset Defaults from the table configuration drop-down.

Fixed Route activation, termination, frequencies, and services per day can also be set at the account level, if applicable.

To open the Accounts table, click Accounts in the left sidebar.