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Client Portal Updates

Sliding into the
New Year with Ease

Hooray for the New Year! 🎉 We can’t wait to share what’s in store for product updates and new features. Our solutions have come a long way from our early days launching CXT Software 25 years ago, and we’re excited to continue innovating over the next 25!

 

We’re starting off the year with improvements to shipment creation in the Client Portal. The ability for your customers to seamlessly create, track, and pay for shipments keeps everyone’s businesses moving along smoothly. We’ve been beefing up the capabilities and customization options for the Client Portal over the last several releases and this one is no different.

 

Let’s get down to business – here is what you need to know about our first release of 2024!

CXT Software Client Portal

Scan = Order ✅

Creating shipments has never been easier for your customers. We’ve paved the way in previous releases with order templates, shopping carts, and one-click ordering based on recent shipments.

 

Now, with new configuration options available in the Operations App, you can allow customers to manually or automatically create new shipment entries with the scan of a 2D barcode. Scan and go!

 

Following a scan into the Client Portal, options available to customers include:

  • Manual Placement: Populates the shipment data and allows the Client Portal user to review the information before proceeding with the new order.
  • Auto Placement: Each scan automatically generates and completes a new order, allowing for continuous scanning. A confirmation message will be displayed as each shipment is processed.
  • Add to Cart: Each scan automatically generates a new order and places it into the cart. This option also allows for continuous scanning. Upon scanning completion, the Client Portal user can review the new shipments within the cart before proceeding.  

It’s that simple. Scan the 2D barcode, the shipment is created in the portal, and they’re done! 📦

Time to Upgrade!

If you've been waiting to make the shift from the older deprecated Rapidship Client, now is the time. The introduction of this functionality into the Client Portal brings the portal up to par with the feature set that your customers may have been accustomed to in the older product. Chat with your Client Success Specialist about making the switch so we can facilitate an easy transition for you and your customers!

Upgrade

Get Started Today

Our team is here to support you! If you have questions about configuring this or any of our product updates, give us a call, email us, or submit a ticket on the Support Portal and we’ll be happy to assist.

Stay tuned to your email box for webinar information and new product announcements coming your way! 📧

24.0 Release Updates

What's New 📰

  • New configuration-based feature within the Client Portal to allow users to scan 2D barcodes for manual or automatic order entry. Configuration set up available through Operations>Client Portal Settings>Barcode and Import Configuration.
  • Implemented alphabetical lists for action and right-click menus within the Visual Dispatch Board.
  • Added a visual indicator on the Driver Order Sequence right-click menu option within Visual Dispatch to better show users that they can drag and drop rows into a different sequence position.

What's Improved 📈​

  • Improved performance on the Visual Dispatch Board when retrieving driver history.
  • Added real-time password validation for the Enterprise SSO configuration, so users can tell right away if they have entered valid password credentials within the the record.
  • Set up an alert for cloud users that have an aliased domain to let them know that they must use the aliased domain Client Portal URL link when using the Enterprise SSO feature.
  • Added helptext to the Find’s “Record Type to Display” field to better explain functionality.
  • Implemented a control on the Visual Dispatch Board to allow dispatchers to see information on which drivers currently do not have GPS coordinates.
  • Improved the Client Portal parcel tracking PDF display to now also show unscanned parcel information.
  • Added an Exception ID and Exception Comments column to the Distribution Parcel’s Assigned stops manifest.

What's Fixed 🛠​

  • Fixed an issue where there was an unexpected “Advanced Fallback rating not valid” error being thrown when rating route stops with an advanced fallback override rate chart.
  • Fixed an issue where parcels with multiple parcel items could display multiple times within the Client Portal parcel tracking page.
  • Fixed an issue where the invoice status color was not being displayed properly in yellow for short paid invoices.
  • Fixed an issue where an error could be generated when attempting to email a find report if there is a broken column layout.
  • Fixed an issue where the import plugin imported data without properly setting the ImportPKID value in some scenarios.
  • Fixed an issue where status events were being cleared out when cancelling an order that had a driver already assigned to it.
  • Fixed an issue with legacy custom procedures that could fail if the parameter list was not changed.
  • Fixed an issue with dispatch tickets imported through the conversion wizard.
  • Fixed an issue with some Driver GPS pings reporting in UTC time in some rare workflow scenarios.
  • Fixed an issue with entering large numerical values in rate chart fields.

Works in Progress 🏭

  • 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 in 2024 🎁​

  • Routed functionality in the revamped Visual Dispatch Board
  • Unauthenticated tracking in the Client Portal
  • Multi-factor authentication for the Operations App and Client Portal
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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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