Projects & Customers¶
Large customers rarely have just one shipment — they have dozens per month and need full visibility into shipment status without sending an email for each one. This documentation group guides ops and account managers on how to group shipments into projects for centralized management, and how to configure the customer portal so customers can check their own shipment status in real time.
By customer service objective¶
Objective |
When to use |
Article |
|---|---|---|
Manage multiple tasks for a large customer |
A customer has many shipments with documentation, booking, and trucking tasks; you need to track internal SLAs and labor costs. |
|
Let customers check status themselves |
A customer frequently asks for ETD/ETA, tracking events, or wants to download documents without sending emails back and forth. |
Set up the internal project before opening the portal to large customers: the team needs accurate data and clearly assigned tasks before sharing status externally.