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Customers - Record Defaults

The customer detail window on the Record Defaults tab has any defaults that can be set for pre-filling new records elsewhere in the system for this customer.


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Starting Location

When entering a new trip from the customer record, this location is automatically inserted into the starting location. It can then be adjusted as needed.


Dispatch Office

When entering a new trip from the customer record this dispatch office is automatically inserted into the trip details. This indicates where the trip is being run/dispatched from. This information is used for future uses as well as filtering the master dispatch list by dispatch office to reduce clutter to show what's relevant to the individual looking at it.



Prep Time

When entering a new trip from the customer record, this prep time is used to calculate the required arrival time ahead of the departure time. The system will default to 15 minutes prior to departure time for all customer records and trips unless this is customized on this record defaults tab.

 

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