The customer page
Updated today
The customer page shows one active customer's loads on your boards, a map of where they are, and a seven-day scorecard, so a rep can answer "how is our freight doing" from one screen. Open it from a customer name on the Customer workflow or from View Active Customer Loads on a load's Customer tab. Admins, Tracking Users, and Internal Users can open it. If the customer has no loads on the boards, you are returned to the Customer workflow with a note saying so.
Tabs
Active Tracking Loads: every active load for this customer, in the standard board table, so you can open a load or log an update without leaving the page.
Pickup Today Loads, Delivery Today Loads, Late Loads: the same table narrowed to today's appointments or to loads with a late exception.
Customer Info & Map: the customer's industry and most recent load beside a map of all their active loads.
Customer Scorecard: seven-day on-time pickup and delivery for this customer. The longer history and the Customer Deep-Dive are in Customer Service Scorecards.
POD Status: proof of delivery status for the customer's loads, when your company has the POD workflow turned on.
When to use it
Before a customer call, open Late Loads first so nothing on the call is a surprise, then Delivery Today Loads for the day's plan. For a recurring update, a scheduled report sends the same information to the customer each morning. Reps who own a book of customers get this view for all of them at once on the Customer Rep Homepage.