Delivery and Truck Reporting

customertrax 1. Handle CRM 1.0, x. Uncategorized


Creating Delivery Requests through Handle saves you time by minimizing data entry, ensuring all the data you need is collected, and nothing is forgotten; it is also provides you a historical view of what has happened to understand future needs.

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Search Examples

Create saved searches for your drivers and what has been scheduled for them.

  1. Available fields to search by and display in grid
    1. Create Date
    2. Requestor
    3. Description
    4. Requisition Number
    5. Status
    6. Requested Start Date
    7. Requested End Date
    8. Schedule Date
    9. Assigned Driver
    10. Pick up
    11. Delivery
    12. Returning Trade
    13. Received By
    14. Special Delivery Notes
    15. Invoice Number
    16. WO Number
    17. Billing Notes
    18. Account
    19. First Name (Account)
    20. Last Name (Account)
    21. Email (Account)
    22. Work (Account)
    23. Mobile (Account)
    24. Delivery Address (Account)
    25. Delivery Apt/Suite (Account)
    26. Delivery City (Account)
    27. Delivery County (Account)
    28. Delivery Country (Account)
    29. Delivery State (Account)
    30. Delivery Zip (Account)
    31. Branch (Account)
    32. Class (Account)
    33. Account Number (Account)


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