Tag: favorites

Most Recently Used Lists for Stop Locations, Carriers, & Customers

by

September 25, 2019

10:02 am

Leave a comment on Most Recently Used Lists for Stop Locations, Carriers, & Customers

Checked for Accuracy, Features

, , , , ,

Update Note 9/3/21: The colors have changed since this version of Arcus, but the features are still the same.

When filling out a new Order, the fields for Stop Locations, Carriers, and Customers have all been equipped with a Most Recently Used (MRU) list.

The feature picks your top 10 most recently used selections in each field. They will appear when you click on the empty field of choice.

The circle-clock icon indicates that it is an item on the MRU list.

*Note: Click the either of the graphics above to enlarge to full size.

Carrier Favorites List

by

September 25, 2019

9:02 am

Leave a comment on Carrier Favorites List

Checked for Accuracy, Features, Training

, ,

Users now have access to their own Favorites list for Carriers. Favorites lists are tied to users and are not shared within the branch.

Users will be able to add Carriers to their Favorites list, choose a Carrier from their Favorites list to add to a Load, and remove Carriers from their Favorites list.

See below for instructions on how to do each of these tasks.

*Note: To enlarge a photo, simply click on the photo to see an enlarged version.

Add A Carrier To The Carrier Favorites List

  1. From the Load Maintenance screen, enter a Carrier in the Carrier field.
  2. Click on the ‘i’ icon to the right of the Carrier field.
  3. On the Carrier Information popup window, click the unfilled gold star in the upper right corner.
  4. This adds the carrier to your Favorites list. The gold star will become filled and a green notification box will confirm that it has been added.
  5. Click the Close button to return to the Load Maintenance screen.

Use A Carrier From The Carrier Favorites List

  1. From the Load Maintenance screen, click the orange star icon to the right of the Carrier field.
  2. Click on the Carrier you want to add from the Carrier Favorites popup window.
  3. The Carrier you selected will now show the Carrier field on the Load Maintenance screen.

Remove A Carrier From Your Favorites List

  1. From the Load Maintenance screen, click on the ‘i’ icon to the right of the Carrier field.
  2. On the Carrier Information popup window, click the filled gold star in the upper right corner.
  3. This removes the Carrier from your Favorites list. The gold star will become unfilled and a green notification box will confirm that it has been removed.
  4. Click the Close button to return to the Load Maintenance screen.

 

Customer Favorites Lists

by

September 24, 2019

3:24 pm

Leave a comment on Customer Favorites Lists

Checked for Accuracy, Features, Training

, ,

Customer Favorites Lists have been added to ARCUS. The Favorites lists are associated with a user – so they are not shared throughout the branch but each user will have their own Favorites Lists.

Below you will find the instructions on adding a customer to your Favorites list, choosing a customer from your Favorites list, and removing a customer from your Favorites list.

*Note: Remember that you can enlarge any of the photos by clicking on it.

Add A Customer To Your Favorites List

  1. From the New Order screen, add a customer into the ‘Customer’ field.
  2. Click the ‘i’ info icon to the right of the ‘Customer’ field to see the Customer Information popup window appear.
  3. On the Customer Information popup window, click the yellow star icon in the upper right of the window.
  4. After you click the star, it will change to filled (or solid) and a green popup notification will appear showing that the customer was successfully added to the Favorites list.
  5. Click the ‘Close’ button to close the Customer Information window and return to the Order screen.

Select A Customer From Your Favorites List

To choose a customer from your Favorites list to use in your order, do the following steps:

  1. From the New Order screen, click on the gold star icon to the right of the ‘Customer’ field.
  2. Your Favorites list will now show in a popup window.
  3. Click on the customer you would like to add to the order.
  4. the customer you chose will now appear in the ‘Customer’ field of your order.

Remove A Customer From Your Favorites List

To remove a customer from your Favorites list, it’s following similar steps as you would when adding them to the list.

  1. On the Order screen, click on the ‘i’ icon to the right of the ‘Customer’ field after the customer has been added to the order.
  2. This opens the Customer Information popup window. Click on the filled yellow gold star in the upper right of the window.
  3. This will remove the customer from the Favorites list. A green notification box will appear that confirms that you have removed this customer from your Favorites list and the gold start will become unfilled again.
  4. You can then click on the Close button to return to the order screen.

Stop Location Favorites

by

September 24, 2019

9:38 am

Leave a comment on Stop Location Favorites

Checked for Accuracy, Features, Training

,

Branches now have the ability to save to their Stop Location Favorites list. These favorites are then able to be accessed when creating a new Order.

To add a Favorite, click on the Branch Location Info button (this is the Star Icon in the upper right corner).

You will then be able to choose from your Favorites list by clicking on the Star Icon next to the Branch Location.

Your Favorites list will then appear.