Crux Systems Insights

Customized lists for your team

February 7, 2018 by Siri Casper |

Container tracking

For larger teams, tracking containers is a little more complicated than just checking up on a list of containers. You may want to track a subset of containers for a specific group or line of business so that each team has full visibility into the location and status of their containers.

To customize lists for your teams, use the notes feature and the saved searches together. Here's how:

1. Add containers to your watchlist using the button on the left navigation bar, or upload a CSV file by clicking on the advanced search button.

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2. Rename your search. Your search will be automatically saved when you hit enter.

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3. Add a note with your unique business code by selecting some or all your containers and using the notes tool at the bottom of the container list. In this example, we used names of our team members. Learn more about how to add notes in our help center.

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Your notes are fully searchable. Use the search box at the top of the page to find the containers with your keywords or business codes in your notes, and save the search.

Using saved searches and notes in conjunction with each other allows you to customize your view even further, which in turn helps to simplify the tracking and managing of your cargo. For more information on how to use other features on your dashboard, see our help center.


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