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Broadcast Messages &
Client Portal Enhancements

Sharing parcel data and critical messages just got easier
with features introduced in our latest release.

Gone are the Days of
Messages in a Bottle

Admit it. You can hear it in your head now. “I’m sending out an SOS, I’m sending out an SOS…” 🆘

 

Whether you need to get an SOS out about weather delays or just want to announce a new feature, getting important and timely information in front of your clients doesn’t have to be a challenge.

 

With improvements coming to the Client Portal in our latest release, you have more control over how messages are shared with your clients and much more.

 

Welcome to 23.1!

release notes GIF - sending out an SOS
CXT Software Client Portal broadcast message - critical message example

Keeping Critical Messages at the Forefront

With enhancements to the Client Portal, carrier managers can distinguish the severity of broadcast messages displayed to users upon logging in. The messages are now color-coded to represent the respective message type.

  • Critical
  • Warning
  • Informational

If multiple broadcast messages are in a user’s queue, the messages would display with the most severe, the critical message, at the top upon entering the Client Portal.

 

Got a vital communication that clients need to be aware of such as an upcoming policy change or an adjustment to delivery hours? Broadcast messages can now be set to re-display whenever a client logs in to a new session and the user’s ability to close or dismiss the message can be disabled. 🚫

Sharing Important Parcel Data

Last year our Product Teams introduced an enhanced parcel tracking feature that allowed users to search up to 500 parcels at a time and drill down detailed data for each parcel within the Client Portal.

 

In 23.1 we’ve made that data more usable for your clients with the addition of print, email, and export options from the parcel tracking page. Client Portal users can now easily share the tracking data within their organization or with their carriers, drivers, or consignees as needed. 🖨

CXT Software Client Portal - parcel tracking email option example

Maximize Your Client's Experience

Do the majority of your clients have fairly straightforward ordering? Make shipment creation easy with the option to flip between Basic and Detailed Ordering. You can default the “Place Order” page in the Client Portal as the Basic setting to help facilitate quicker shipment entry.

 

Are you – and your clients – taking full advantage of the Client Portal’s functionality? From order entry templates to customizable invoicing, you can simplify the shipment creation, invoice payment, tracking, and reporting process. Get a message over to the Client Success Team to learn more. 🗞

23.1 Release Updates

Check out some of the notable features and fixes in the latest release:

What's New 📰

  • Added the ability to set a Billing Group/Cost Center on the route stop form.
  • Updated the Surcharge Wizard to allow users to choose whether the advanced zone to zone item data is included in new surcharge chart creations.
  • Added a new option within Export Definitions that allows users to either include or hide column headers.

Enhancements to the Operations App Find Functionality
A new feature in the Operations App Find (Find Beta) allows users to Bulk Trigger Status Event SQL statements. Simply perform a search on the relevant dataset that you'd like to trigger the update for, click the new Bulk Trigger Status Event SQL button, and select the Status Event Type. The system will display a result of records affected.

What's Improved 📈​

  • Improved performance of search results within the Client Portal when large quantities of results are present.
  • Improvement made to increase import progress visibility by allowing users to see the current number of stops/orders that have been successfully imported while waiting for the process to finish.
  • Improvement to automatically fill in the Secondary Lookup field on route stops with the address barcode if the field is empty upon creation.
  • Improvement made for incoming imports of orders and route stops to remove inactive and terminated driver assignments, so they can properly display in the unassigned category.

What's Fixed 🛠​

  • Fixed an issue where some route stops would not show up in the stops list if the driver did not meet the proper record requirements.
  • Fixed a temporary issue with submitting an API request with no RDI for route stops.
  • Fixed an issue where QuickBooks 2019+ manual exports were not displaying as intended.
  • Fixed an issue where a route could be automatically reassigned to a driver after being unassigned.
  • Fixed an issue where an error was being thrown when using consolidated addresses with unusually long comments.
  • Fixed an issue where the Client Portal’s status bar display was not automatically being resized when users have custom text that is longer than the standard characters used in the default text.
  • Fixed an issue where customers were receiving the Customer Inactivity Warning when a new customer was placing their first order due to the Last Ordered Date being assessed improperly.
  • Fixed issue with using a single quote character when searching for saved finds in the classic Operations App finds.
  • Fixed an issue that would sometimes display an error when opening the “Notes” tab on the order form.
  • Fixed an issue where moving Return/Load Stop route stops to a new route was allowing multiple Return/Load Stops to be linked to the same route.

Works in Progress 🏭

  • An error is occurring when trying to delete driver pay items with the order pay form.
    Workaround: Errors can currently be safely ignored.
  • 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 tracking capabilities in the Operations App
  • Multi-factor authentication in the Operations App and Client Portal
  • Support for additional functionality from 2D barcode scanning
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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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