Module: Operations
Page: Contacts
|
Section (Header) |
Description |
Data Type |
Locations |
| Name | Full name or company name of the customer. | text | Grid/Panel |
| MC # | Motor Carrier (MC) number of the customer, if available. | number | Grid/Panel |
| Type | Customer classification (e.g., Shipper, Broker). | text | Grid/Panel |
| Factoring | Factoring company used by the customer, if applicable. | text | Grid/Panel |
| Open Credit | Amount of credit currently open for the customer. | number | Grid/Panel |
| Contact Name | Primary contact person at the customer's organization. | text | Grid/Panel |
| Phone | Phone number for reaching the customer. | text | Grid/Panel |
| Address | Full mailing or billing address of the customer. | text | Grid/Panel |
| Email address for communication and invoicing. | text | Grid/Panel | |
| Notes | Additional notes or internal comments about the customer. | text | Grid/Panel |
| Preference | A thumbs up/thumbs down rating for preferred or prohibited | enum | Panel Only |
| EDI Customer ID | Customer ID used to identify load tenders from EDI and Tender partner integrations | number | Panel Only |
| Commodity | List of commodity types that are associated to the customer | text enum | Panel Only |
| Message on Invoice | Default message that will appear in the Message on Invoice field for any invoice assoicated with this customer | text | Panel Only |
| Invoice Terms | Default invoice terms for any invoice associated to the customer | text enum | Panel Only |
| Contacts | Contact information for the customer that can be used to create text and emaill alerts and invoices | text | Panel Only |
| Billing Contact Name | Customer billing contact to default for invoice names | text | Panel Only |
| Billing Contact Phone | Customer billing contact for phone number | number | Panel Only |
| Billing Contact Address | Customer billing contact address | text | Panel Only |
| Billing Contact Notes | Customer billing contact notes | text | Panel Only |
