
Account Profile - Basic Info |

Account Profile - Authorizations |

Agent Profile -
Basic Info |

Driver Profile -
Basic Info |

Vendor Profile -
Basic Info |
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Profiles provide the
organization with a powerful tool to organize information and ensure that
information passed through IntelliTrax is uniform, accurate, and easy to
find. More importantly, Profiles eliminates the need to re-key data.
Profiled data is
information that you gather and put into IntelliTrax so that as you work
through the move process, information from your profiles automatically
fill in data fields for your employees. For example, Agent Profiles let
you store information regarding fellow agents such as Agent Name, Contact
Information and Address Information. Then, as Customer Service types in a
zip code, IntelliTrax will automatically select your preferred Agent and auto-populate
screens with the Agent's profiled Information.
In the case of National
Accounts, you may profile data such as discount rate, valuation,
authorizations, entitlements, and more. As the CSR selects the National
Account for a shipment, the profiled data automatically populates the
order with the account information so that the CSR does not have to
re-key account data. National Account profiling also includes Parent -
Child relationships so that you can assign a Parent Account such as a
large company or third party service provider and then manage
relationships with the child accounts for reporting and MIS.
Profiles are the key to
effective communication of data throughout the IntelliTrax Process.
Profiles streamline your information, uniform output, and allow each
person involved in the move process access to exactly the same information
from beginning to end. Profile types include:
Click on the icons on the
left to see example screens.
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