Customer Portal Configuration

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Overview

Customer Portal Configuration

Click on the TMS Admin → Configuration link to access Customer Portal Configuration text fields. For more information for configuring Customer Portals, see the Customer Portal Setup.

  • Mode Selection Page Header 

    • Text displayed above the Quote Wizard mode selection page.

  • Load Entry Page Footer

    • Text displayed below the Quote Wizard mode selection and load entry pages.

  • Load Entry Only Message

    • Text displayed on the Quote Wizard quote selection page when no non-LTL stored rates are found.

  • Quote List Page Footer

    • Text displayed below the Quote Wizard quote selection page.

  • No Carrier Quotes Message

    • Text displayed on the Quote Wizard quote selection page when no LTL quotes are found.

  • Credit Hold Message

    • Text displayed on the Quote Wizard when credit is exceeded.

  • Pre-Tender Page Footer

    • Text displayed below the Quote Wizard tender page.

  • Tender Failed Alert Email

    • The email recipient of any tender related error or insurance authorization error in the Quote Wizard.

  • Cargo Insurance Overview

    • Text displayed when the “Learn More” link on the Quote Wizard load entry page is clicked.

  • Cargo Insurance Excluded Commodities 

    • Text displayed when the the “View Excluded Commodities” link on the Quote Wizard load entry page is clicked and text displayed on the Quote Wizard tender page.

  • Cargo Insurance Opt Out

    • Text displayed when the Show Cargo Insurance Options is unchecked on the Quote Wizard load entry page.

  • Cargo Insurance Authorization

    • Text displayed on the Quote Wizard tender page.

  • Review Before Tender Message

    • Text displayed on the Quote Wizard when a user requiring Review Before Tender tenders a load.

  • Additional Success Text-Faster Transit

    • Text displayed after the standard success message that is rendered when a portal user posts a request for faster transit. Most often, an admin will provide contact information (email, phone) for follow up on the request.

  • Threshold Surpassed Message 

    • Text displayed when the parameters of a quote are beyond the maximum threshold.  To provide the load number as part of the message, include "[Load ID]" in the body of the text shown to the user.