Sections within the article:

  1. How to Use Filters for Quotes
  2. How to Use Filters for Tenders
  3. How to Use Filters for Tracking
  4. How to Use Filters for History

Quickly sort and find your quotes, tenders and shipments by narrowing down the details and categories of each specific quote/load with filters.

The Filters icon is identified by the "three lines" next to the search tool on each page.

How to Use Filters for Quotes

  1. While in the Quotes section, click on the Filters icon.
  2. Select from the following options: Equipment Type, Mode Type and Assigned User.
  3. Select an Inbound Location (drops) to filter by those Address Book locations.
  4. Select Outbound Location (picks) to filter by those Address Book locations. 
  5. Click Apply in the bottom right corner.

How to Use Filters for Tenders

  1. While in the Tenders section, click on the Filters icon.
  2. Select from the following options: Equipment Type, Mode Type and Assigned User.
  3. Select an Inbound Location (drops) to filter by those Address Book locations.
  4. Select Outbound Location (picks) to filter by those Address Book locations. 
  5. Click Apply in the bottom right corner.

How to Use Filters for Tracking

  1. While in the Tracking section, click on the Filters icon.
  2. Select from the following options: Equipment Type, Mode Type, Assigned User and Shipment Status.
  3. Select an Inbound Location (drops) to filter by those Address Book locations.
  4. Select Outbound Location (picks) to filter by those Address Book locations. 
  5. Click Apply in the bottom right corner.

How to Use Filters for History

  1. While in the History section, click on the Filters icon.
  2. Select from the following options: Equipment Type, Assigned User and Shipment Status.
  3. Select an Inbound Location (drops) to filter by those Address Book locations.
  4. Select Outbound Location (picks) to filter by those Address Book locations. 
  5. Click Apply in the bottom right corner.

Feel free to reach out to an Emerge Support Rep with any questions by clicking on the bottom right Chat icon!


 

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