5.144

Email Automation, Load Item Types, Document Improvements

October 6, 2021

Email Automation, Load Item Types, Document Improvements

Summary

In this release, we're releasing a massive upgrade for email automation, along with numerous fixes and improvements throughout the app

Version Number

5.144

Release Date

October 6, 2021

What's Happening?

Email Automation

One of the biggest changes we've ever brought to FreightPath - our upgraded email automation suite allows you to customize, configure, create, edit and delete automated emails to your heart's delight. Whether you're looking to automate communications about your shipments, loads or invoices, FreightPath now allows you to create specific automated emails that go out to specific parties based on specific status changes.

FreightPath TMS email automation
Upgraded email automation in action

For example, you can use this feature to build a custom automated alert that sends a warning to your customers whenever you mark their invoices LATE. And, with the ability to fully customize the template of each email, you have unparalleled control to automate your email communications across your network.

Or, say you want to send out automated delivery notifications to your customers. Now you can - by configuring an automated email to send to your customer whenever a load has been marked DELIVERED by the driver. Even more, you can customize the template to include specific details about the load, documents, and even instructions for next steps.

It's a monumental feature that's sure to bring incredible value not just your team, but your entire freight network.

Load Item Types

Another long awaited change is the ability to customize load item types in your settings - similar to the ability to customize equipment types and accessorial charges.

FreightPath TMS custom load item types screenshot
Custom load item types in FreightPath

Now, by going to your FreightPath settings, admin users can create, edit and delete load item types to streamline data entry, improve communication and make your day-to-day operations easier than ever.

All Changes

  • Removed pre-filled content in BoL signature area
  • Fixed bug where new user defined type does not show up until refresh.
  • Fixed bug where default load item types are entered as part of booking equipment category
  • Fixed bug preventing more than one load item type from being added
  • Changed font size on rate confirmation
  • Implemented work around for quickbooks auth issue and devops versioning
  • Removed names from BoL signature area
  • Added cubic meters and feat units for volume
  • Added a user maintained list of load item types and refactor existing user defined types.
  • Changed signup so that organizations are set as the default broker.
  • Implemented autocompleter for equipment type
  • Implemented updated multi select autocomplete for accessorials
  • Fixed minor styling issue for credit limit section in Settings
  • Removed deprecated tax fields on invoice and updated how taxes are calculated for booking grid and rate confirmation
  • Implemented tag system for booking grid.
  • Fixed truck id issue on booking grid
  • Added ability to create email templates and configure email sending settings.
  • Added customization settings to show/hide line items for rate confirmation
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When's It Happening?

All changes will be released as part of version 5.144, starting Oct 6 2021

“With FreightPath, the ability to track freight, complete paperwork, and share updates within seconds has become invaluable; not just for my team but for my customers and carriers too.”
Tandricus Thomas, Dispatch My Load
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