Contacts and Organizations Management

Contacts and organizations Management 

In this video (2:23) we will cover the following topics-

1. First of its kind CRM like contact management
2. Contact and Organizations structure
   
3. Organizational rolls/departments/jobs for contacts
   
4. Click through to bookings associated with contacts and organizations
   
5. Payment terms for organizations and contacts 
   
6. Driver preferences for contacts and organizations
   
7. Driver priority rankings for dispatch

• Related Articles

• Setting payment terms in Organizations and Contacts

  Setting payment terms in Organizations and Contacts In this video (1:52) we will cover the following topics- Creating consistent billing and payment structure within an organization Invoicing and payment settings Adding a new contact with automatic ...

• Trouble Accessing TBN Because of Firewall Issues

  Issues accessing quotes/bookings/or the customer portal Issue: If your team is experiencing trouble accessing pages necessary to use TBN’s OpsDriver software or is unable to view or interact with quotes or bookings, it may be due to your content ...

• Account Settings Helper/Explainer- Basic Settings OpsDriver

  Account Settings Helper/Explainer The following will explain the Basic Settings OpsDriver section on the account settings page and what it means for your company- Basic Settings OpsDriver Basic Settings OpsDriver Use Driver Check Out Time = When ...

• Basic OpsDriver Account Settings

  Basic OpsDriver Account Settings In this video (5:18) we will cover the following topics- Initial setup OpsDriver settings Account settings Trip settings Vehicle spot time Unloading time Driver check out time time clock Checkin notifications Default ...

• Merge Organizations

  Merging Organizations In this video we will cover the following topics- Merging two organizations How contacts get merged What remains after a merge