Auto - Population of Customers Info

Modified on Sat, 8 Apr, 2017 at 9:50 AM

   As long as some contacts are entered in your CRM (My > Contacts)  you can just select Customer, Shipper, and Reciever just by starting to type the first few characters of those contacts.



   If they are not in your CRM, but you know you will use this place/company again, just hit Add New and fill the info.

   It will be used on this Load and will also be saved in CRM, so next time you want to use this company, it will auto - populate as well.


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article