New! Admin Created Views For Clients

💡 What Is This Feature?

You can now save time by directly creating multiple ‘saved views’ for your clients and choosing their default view of the shipment explorer table.

You know your clients better than anyone so now you can let them see the shipment explorer table in whichever way you see fit.

This feature will help you provide a curated experience to your customer and improve their satisfaction when using your platform.

🤩 How Will This Feature Help?

Value to your client

• Quicker time to value by not having to create views themselves.
• Improve internal efficiency for your customer by quickly giving them access to a default saved view when they enter your platform.
• Eliminate the repetitive task of having to set filters from scratch every time.

Value to you

• You will have more control on which data to show your customers.
• You will receive less complaints about table filters and will be able to give your customers a better user experience.
• Set up views to support your customer operational needs (e.g. view for different modes, customers, suppliers, ports of origin or destination.)

👀 How Does It Work

Create a saved view by selecting the desired filters.

Save and name the view.

If multiple saved views are created, your customers can switch between views.

Now we'll review setting a saved view as the default for all of your customers.

❓FAQS

Are the saved views customer specific?
No, the saved views apply to all customers.

Will the admin default view replace the user default columns experience?

• Currently, if an admin sets a default view for their customers, that view takes precedence over the user's default column experience.
• We are working on automatically saving the user's preference as a "My Personal View" saved view for all users, so they can switch to it if they want to. Note that this view will not be the default view, and your clients will still need to switch to this saved view.
• Coming Soon, we will allow your clients to set their own default view. The default view set by users will take precedence over the default view set for them by the admin.

Will customers get an alert that they have a new default saved view, or will it just override their current view?
It will override their current view, see above for more information on future plans.

If you set the saved view in settings before a user is created, will they automatically have the saved view when they are invited/activate their account/log in to the shipment explorer?
Yes