CargoEZ | Dev
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On this page
  • To connect parties
  • Delete connected parties
  1. Modules
  2. Customer Portal

Connect with Parties

PreviousCustomer Portal Dashboard OverviewNextNew Inquiry

Last updated 5 months ago

The Connect Parties feature allows you to link all involved parties for seamless communication and coordination in shipments and logistics operations.

To connect parties

  1. Navigate to Parties section.

  2. Click on the top right corner.

  3. This will open the Contact Finder window.

  4. In the search box, type the contact's name and click the search button.

  5. From the list of contacts displayed, select the appropriate contact.

  6. The selected contact will be connected as a party.

Delete connected parties

  1. Just click the button next to the party you want to delete.

  2. A Warning screen will appear, asking for confirmation.

  3. Click the Yes button to confirm. The selected party will be deleted.