/
Improve Customer Quick List [Quick Tip]

Improve Customer Quick List [Quick Tip]

Owned by Christine Sink (Unlicensed)
Last updated: Feb 02, 2023
2 min read

Customer Quick List is a great tool to use for your most frequent customers. It’s a fast and simple way to keep trucks moving on a busy day. We have made improvements to it to enhance the user’s experience with this tool.

 

Below is a picture of how the old quick list view:

The new view can be enabled to display the quick list by Name Description, Name ID or City; by clicking the tab.

If you want to see your entire customer list click “Show All”.

How to Enable Customer Quick List View

  1. Navigate to One > Setup Information > Workstation Information > Processing Options 1

  2. Select the checkbox for "Show Address Line 1 in Name Search" under Search Options

  3. Select Save to apply changes

 

 

By: Austin Kocher 12/13/22