Accounts
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...
Fri, 2 Aug, 2024 at 4:12 PM
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...
Fri, 2 Aug, 2024 at 4:12 PM
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 ...
Fri, 2 Aug, 2024 at 4:12 PM
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: ...
Fri, 2 Aug, 2024 at 4:12 PM
The search bar located at the top-right lets you search Accounts using the following fields: AccountID AccountName Address City To find the acc...
Fri, 2 Aug, 2024 at 4:12 PM
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...
Fri, 2 Aug, 2024 at 4:12 PM
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...
Fri, 2 Aug, 2024 at 4:12 PM
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 ...
Fri, 2 Aug, 2024 at 4:12 PM
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 ...
Fri, 2 Aug, 2024 at 4:12 PM
Quantity and User fields are dynamically displayed based on which fields are visible according to your alias settings in Preferences > Aliases. Each sect...
Fri, 2 Aug, 2024 at 4:12 PM