Brokers and Customers

Address book

Fairly simple thing. Allows driver to store customer dispatcher and broker records.

Creating a record

When you create a record make sure you select the proper type. If this is a dispatcher or a broker record flag it as dispatcher or broker. The dispatchers and brokers will appear in on the [Trip Sheet / Load Assignment] drop down list as well anywhere in the software where you can search a trip record by dispatcher or broker.

When you create a "customer" type record it will appear on the drop down list for [Trip Sheet / Stops] screen. The other way to create a customer record is directly on the [Trip Sheet / Stops] screen.

[Invoices] screen also has a customer / dispatcher / broker drop down list box. That list contains all the entries in the address book because Invoices can be sent to either broker or customer.

Google maps

The "Look up Google Map" feature requires Internet connection. If the address of the customer is entered properly and Google has this location in their database the software will start up your default Internet browser and load in Google map of the location. You can then use the Google map to view bird-eye photo of the location and see how to get there, if there is an overnight parking etc.

Searching customer records

The search is case sensitive, so "Bob", "BOB" and "bob" are three different searches.

You can search by partial name. For example: you are looking for "Johnson Bros Bky Supply (San Antonio, TX)", so you can type

"ohnson" (no quotes) which is partial name from "Johnson Bros Bky Supply (San Antonio, TX)". The search will return anything that has "ohnson" in the name.

You can also search by phone number, by contact name or by address. The same partial search rules apply.

There is way to export your address book for use in another computer running Nautilus IV. On how to do that read [Data back up and restore] section