Associating users to a Quote or Booking
In this Article
This article will explain how to Associate Users to a Quote or Booking.
Navigation
Before you can associate users to a quote or booking, you must first create a new quote or booking or edit an existing one.
Once in a Quote or Booking, scroll down the page and locate the Associated Users section (It will be near the bottom of the page):
Steps
- Type a user name into the Users field. As you type the list of matching users will be displayed.
- Select the user you want to associate with the quote or booking you are in.
- The user will be added to the Associated Users section.
- Next select the User Type to identify the user's relation to this shipment:
- Sales
- Logistics Coordinator
- Assigned Admin
- Other User
Note
You can add multiple users to the quote or booking and each user can have multiple user types.
Used logged in, will be automatically copied to all the communication (emails primarily) attempted with the associated Booking/Quote.