How to Add a Warning to a Customer Profile

Warnings are internal notes that help your team stay informed about a customer's history or behavior. These warnings are not visible to the customer.

Steps:

1. Go to Customer Management
   Navigate to Customer Management > Customers from the left-hand menu.
2. Open the Customer Profile
   Use the search bar or scroll to locate the customer. Click on their name to view the full profile.
3. Scroll to the Warnings Section
   On the right-hand side of the profile, locate the Warnings section (just below the Comments box).
4. Click “+ Add Warning”
   • Enter a clear description of the issue (e.g. Double Brokerage).
   • Click Save.

The warning will be visible to all internal users viewing the profile.

How to Block a Customer

Steps:

1. From the Customer Profile, locate the Status dropdown. 

2. Change the Status

• • Click on the Status dropdown.
  • Select Blocked.

3. Save Changes
Click the Save button at the top right corner of the screen.

This will mark their status as inactive.

However, if your intention is to fully block a customer from being used in operations (such as load creation), follow these steps:

1. Go to the customer profile.

2. Click Add Warning.

3. From the warning type, select On Hold.  The system will automatically select the custom warning for blocking.

4. Save the changes.

Once marked as On Hold, the customer will still appear in drop-downs or searches when creating loads or assigning work, but a warning will be displayed indicating that this customer cannot be used.

This ensures the customer is not accidentally used in day-to-day operations. 

We hope this article was helpful. However, if you have any further questions, please don't hesitate to reach out to our Live Support.