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Client Portal Enhancements

Welcome to Pricing Transparency

Come on down and check out the latest release!

 

In 23.6, take the guesswork out of charges and fees for your clients and get your billing right on the nose when shipments are placed online. The release introduces an enhancement to the Client Portal that can be enabled to include required accessorial items for specified shipment types.

 

Detailing necessary shipping charges has never been easier. Save your clients – and your team – from wondering if charges will be lower or higher after their shipment is complete with this new addition.

game show guessing game

Customized Options by Order Type

Accessorial items are common practice in logistics handling. Ensuring the charges are relevant and transparent to your clients can impact customer satisfaction and their overall service experience. With this enhancement when a certain order type is selected, if there are any related required items, these will populate in the “Shipping Options” section of the Place Order page in the Client Portal.

 

Link a declared value charge to premium high-end shipments, require a COD fee for others, associate a hazmat handling charge for sensitive materials, and more. Through rate charts and this Client Portal Requirement feature, you can customize the granularity of accessorial items to fit your and your client’s needs. 

CXT Software Client Portal required shipping option order page

Need Help? You Got It!

We’re taking the guesswork out of shipping charges – now let’s take the guesswork out of configuring this feature. Contact the Support Team, create a ticket on the Support Portal, or get step-by-step instructions in our Knowledge Base.

 

Did you know you also have a Client Success Specialist assigned to your account? They are your go-to connection for all things CXT Software whether you need help navigating a technical question, are interested in growing your business, or just want to stay in the loop on the latest news.

23.6 Release Updates

What's New 📰

  • Created new functionality that allows carriers to require accessorial items for Client Portal shipment entry.

What's Improved 📈​

  • Improved functionality of the “Next Stop” stored procedure for route stops.
  • Added the ability to select exact or partial matches in the Client Portal when using the Barcode lookup feature to add addresses.
  • Improvement made to prevent duplicate attachments from being saved to an on-demand shipment when a user edits an existing attachment.
  • Updated the email status feature to better handle multiples of the same events on a customer record.
  • Updated the audit trail for on-demand shipments so it properly records when an order is placed in a batch.

What's Fixed 🛠​

  • Fixed an issue with the message format when using the tag [InsertedStatusCode] that prevented the message from generating.
  • Disabled the ability to manually set an on-demand shipment as Unpaid if the order is in the New or Rated status, so they cannot be marked as a status that is considered to be invoiced.
  • Fixed an issue where an unexpected error was being shown when trying to cancel an invoice PDF generation.
  • Fixed an issue when using Google Places to search US addresses while having Canada selected as the default within the Client Portal.

Works in Progress 🏭

  • An error may occur when placing or editing an order in the Client Portal if the “Ready Time From” is captured on the 59th minute of the hour and the seconds value is 30 or higher.
    Workaround: Wait 30 seconds and submit the order again.
  • An unexpected error is received while adding items to an order in the classic Operations App.
    Workaround: To avoid this issue, select an item for every row selected on the Order’s Charges tab or select the row headers and completely remove the row created.
  • Subscription-based reports fail to export and generate an email when certain field types like TimeStamp are included.
    Workaround: Do not include the TimeStamp field, as it is not supported.
  • Lat/Lon values are not being copied over for cloning of Inet User Address books.
    Workaround: Run an Internet User Address Points bulk address update. This will run all the internet addresses through the validation process and assign updated Lat/Lon values.
  • Internet User columns do not always sort as expected in the classic Operations App.
    Workaround: Click on any cell besides the header or the column that is selected, then click on the column again to sort in the other order.
  • An error occurs in the Operations App when a user tries to email settlements to drivers that do not have an associated email address and/or settlement message format within their human resources record.
    Workaround: Update the driver’s human resource record with an email address and/or settlement message format.
  • Operations Monitor – Help – View Manual results in a run-time error ’13’ type mismatch.

What's Coming 🎁​

  • Enhanced parcel-centric tracking page in the modern Operations App
  • Custom SMS message formats for status event alerts
  • Multi-factor authentication options for Client Portal and classic and modern Operations App users
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CXT Software is the leading provider of last-mile, route, and on-demand shipment management technology for logistics needs throughout North America.

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