We wanted to highlight some of the Settings we offer that help better cater to your Freightview experience.
Access
Folks who do not have Full Access will not have this full list or toggles available. For example, they aren't able to Add/Remove carriers, account locations, or users or add company branding, or contracted rates. We'll skip over the general settings and drill down into the more customizable options.
Click your name in the top-right corner to get to Settings.
User Preferences
This user-level page provides options for quote settings by mode and messaging. Select Default equipment options for Truckload, Quote Preferences for LTL and parcel, and email notification for Spot Quotes.
Account Settings
Select this Option to view a more in-depth list of toggles to customize your experience better. Here, you'll see options for Quoting, Booking, Shipping, Auditing, Product Catalog, Notifications, Address Book, and Tags.
Quoting & Booking
These sections include several toggles that customize your user/team experience—the majority of which were requested by other users like you. Toggle the Yes/No, Y/N, to set your preferred behavior.
Mexico
Shipping to or from Mexico? Full Access users can enable this ability from the Settings page here:
This feature is supported within your Contracted Rates as well!
Shipping Labels
You set the default for label sizes across your team(s). Read more about these settings Here.
Audit, Product Catalog, Notifications
Address Book, Tags
To help keep your data clean, select whether new addresses are saved or whether any user can create a new tag. You can also click their direct links from the Settings List to explore saved data further.
The Address Book Settings include editing/adding addresses, uploading a CSV of contacts, or clearing the current items. Our team can help you Upload or Export your Address Book, Contact us directly for further assistance.
Tag Management Settings help your team use a set of tags to manage and analyze your shipment behaviors. These settings also apply to exports and auditing information. For a more in-depth look, click Here.
Spot Quote Groups
Click here to add any carrier email address you want to access your Spot/Truckload bids. They, in turn, get Free access to our Carrier Portal. Contacts can be organized by creating groups outside of All Contacts; this helps save a ton of time across LTL, Spot, Reefer, and Truckload. Region, Mode, or Provider are other common groups.
API Integration
This Section shows your Account/User API Keys, Versions 1 and 2. Are you working to set up an integration? Ensure the person building the connection has a login to your account to access this data. There is more Here on connecting to Freightview's suite of APIs.
Subscription
Setting up and managing your Freightview Subscription is quick and easy. Our no-contract monthly payments are automatically processed via credit card or ACH on the same day each month. Click to access the Payment portal.
Are you enjoying Freightview? Please let us know if you have any questions or feedback. Contact Us.