Select an account to view details
To-Do
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All Templates
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🗺 Freight Map
LTL carrier preferences by state & province — click any region to view or edit
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Select a region
Click any state or province to view and edit LTL carrier notes, contact info, and customer preferences.
Click "Run Report" to generate.
Set filters above and click Download CSV.
Click "Download CSV" to export DS contacts.
Change Log
Click Refresh to load recent changes.
Collect Customers
Accounts that ship collect on their own UPS account
| Account Name ▼ | State | UPS Account # | Status | UPS Billing | Notes |
|---|
DS Panel
Drop ship outreach & order tracking
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Select a cell
A/R Tracker
Late invoices & collection follow-up
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📺 Display Tracker
📺
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Admin Panel
User management, security & system settings
👤 Users
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🏷️ Tags
💳 Payment Terms
Customer Terms
Vendor Terms
📺 Displays
🔒 Security
Used to confirm batch deletes in the DS Panel.
📦 DS Contact Sync
One-time tool to link the DS Panel contacts to contact records on each account, so the DS Main pill shows correctly on contact cards.
🔴ACCOUNT ON HOLD — all orders and shipments should be stopped
⚠ Past due invoices on file
View in A/R →
Account Info
Status
Account Type
Region
Primary Phone
DBA Name
Nickname / Abbrev.
Industry
Lead Source
Parent Company
Next Follow-up
Close Probability %
Primary Phone
Also Appears As
click to toggle
Primary Contact
Name click to copy
Email click to copy
Phone click to copy
Purchasing Contact
Name click to copy
Email click to copy
Phone click to copy
Billing & Credit
Billing Address
AP Contact
AP Email
AP Phone
Payment Terms
Pay Method
Credit App on File
Customer Since
Tax Exempt
Tax Exempt
Doc on File
Doc Type
Expiration
Cert / Permit #
Issuing State
Shipping
Primary Ship-To
UPS Account
Ship Method
UPS Billing Address
Not on file
▼
Address Line 1
Address Line 2 (optional)
City
State
ZIP
Always Ships Collect
LTL Preference
LTL Carrier
LTL Account #
Collect Notes
Freight Notes
Most Recent Communication
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Business Notes
Personal Notes
Display History
No displays on file.
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⇄ Merge Accounts
How merging works: Select the winner account below — the one you want to keep.
All data from the current account (contacts, documents, communication log, AR entries, ship-to addresses, tags, ACH log)
will be moved to the winner. The current account will be set to Inactive with a note recording the merge.
Both accounts will show the merge in their history. This cannot be undone — review carefully before confirming.
Search for winner account
🗑 Delete Account
Permanently removes this account and all associated data — contacts, documents, communication log, AR entries, ship-to addresses, tags, and more. This cannot be undone.
Merge History
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Log a new interaction
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Drag & drop a file here, or use Choose file above