/
Improve Customer Quick List [Quick Tip]
Improve Customer Quick List [Quick Tip]
- Christine Sink (Unlicensed)
Owned by Christine Sink (Unlicensed)
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
Navigate to One > Setup Information > Workstation Information > Processing Options 1
Select the checkbox for "Show Address Line 1 in Name Search" under Search Options
Select Save to apply changes
By: Austin Kocher 12/13/22
, multiple selections available,
Related content
oneWeigh How To Guides
oneWeigh How To Guides
Read with this
Displaying Address and Phone Information
Displaying Address and Phone Information
More like this
How to Delete a Customer From The Quick List [Quick Tip]
How to Delete a Customer From The Quick List [Quick Tip]
More like this
Spreadsheet for List of Customer Email Addresses
Spreadsheet for List of Customer Email Addresses
More like this
Name Quick Launch button - View / Edit Name information (like lienholders, ACH on File, Power of Attorney, etc.) via new button to right of "Go", specific to Name/Address (AGS-4577)
Name Quick Launch button - View / Edit Name information (like lienholders, ACH on File, Power of Attorney, etc.) via new button to right of "Go", specific to Name/Address (AGS-4577)
More like this
Reversing Name Ids
Reversing Name Ids
More like this