- To adjust the Carriers visible to Customers begin by navigating to a Customer's record by selecting Contacts, then selecting Customers from the drop-down menu.
- On the View Customer page select Edit. Then select the Transport Management tab, followed by the Carriers tab.
- From this page, a complete list of the Carriers within your tenancy is displayed.
- Selecting these Carriers as Visible to Customer will then do exactly that.
- The Visible Name field allows you to provide an alias name for the Carrier which the Customer will see in their view of CartonCloud. If the visible name field is left empty the true carrier name will be displayed to the customer.
- Ensure to scroll to the bottom of the page select Save after making any changes within this tab.