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...

You can create new accounts from Daily Planner by either right-clicking on the map or by clicking Create Account at the top of the Accounts table. The Creat...

You can edit accounts directly from the accounts table or the static account view. Hovering over an account will show the edit and kebab menu actions. From ...

You can filter the accounts table with status filters and sort by clicking the column headers. The accounts table can be sorted by the following criteria: ...

The search bar located at the top-right lets you search Accounts using the following fields: AccountID AccountName Address City To find the acc...

The accounts map displays pins for all accounts on the current page of results in the accounts table. Clicking on a pin from the map will scroll to that par...

If you want to view account information without making changes, you can click on any account in the table to open the static accounts window. This window sh...

Shipping Addresses (also known as Ship-tos) can be added to an account. Shipping Addresses can be used in place of the original account address for routing ...

You can manage account delivery time windows and time adjustments from the account page. If no delivery time windows exist you can click on the Select Time ...

Quantity and User fields are dynamically displayed based on which fields are visible according to your alias settings in Preferences > Aliases. Each sect...