Basic CODS Portal Functionality-Sep 21

7/29/2019 Basic CODS Portal Functionality-Sep 21

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Basic CODS Portal Functionality Change notice:

There was a change today September 21st to the method of select columns for viewing,

Email and saving to XLS. Basically all columns available will be listed (including in theEmail select) and the order of the columns can be modified as well. Below is a help guidefor your review.

Columns: Selecting Columns provides the capability to choose which columnsthat will appear in your personal view and what order the columns appear.

The left section (Hide) lists columns that are hidden but available to view.

The right section (Display) lists the columns and order currently setup.


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If you want to add a column to your view, select then click the arrow.

The new column will automatically be placed last on the list. Scroll down to see.


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Column order:To move the new column higher in the order, click to move position by positionor click to move the new column to the top.

To Remove the Column click theNote: Removing the column will be initially place on the bottom of the Hide list.


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Column Preferences: Click Save as Preference to see columns and order

Note: These preferences will be saved based on your userid, so that any time you open the specific

application it will display your preferred columns and order.


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Email:Before selecting the Email option select the records that you want to email(filtering helps to specify the customer). Then, either click the checkbox in the

header for all filtered records or individual records.

Then click Email.


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The left section (Hide) lists columns that are hidden but available to view.The right section (Display) lists the columns and order currently setup.

To remove more than one column from the email use ctrl key and select then click


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To change the order of the columns select the column name then click


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Shipment number has been moved up.

Email Preferences: Click Save as Preference to see columns and order


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Click OK then following pop-up will appear:

Continue to send email:o Type in an email address or select from past emails addresses used.o Type in a concise subject.o Type in a message in the body as required.o The From Address automatically populates using your notify address in Who is Who

Note: It is recommended to send yourself a copy if you need to refer back to that actual email.

o Click Send.o A comment will automatically place into CODS with the Subject & Body of the email as well

as sent to email addresses.


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The following popup will appear, confirming that the email was sent.


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Note: A comment is automatically inserted into the record indicating who, when, and the subject

title.


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o Rather than Send, there is an option to selectUse Outlook.o Advantage: Outlook format.o Disadvantage: No automatic insert of email sent comment in CODS.

Outlook pop-up


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Save XLS:Before selecting the Save XLS option select the records that you want to exportto XLS (filtering helps to group the required records). Then, either click the

checkbox in the header for all filtered records or individual records.

This option allows the export of the records selected to excel. Basically select therecords to export and click Save XLS and the following screen pops up with allthe fields including the hidden fields.Note: The All Recordsradio button(which ignores the checked selections) is default selected. For

just the Checked Records, click that radio button.


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From here,1)Export the checked records or all the records, click OK.2)Select or deselect the columns desired like Column & Email noted previously.3)Save preference as before.

The left section (Hide) lists columns that are hidden but available to view.

The right section (Display) lists the columns and order currently setup.

After clicking OK, the following Popup window will appear, click to open the Excel

file.

Basic CODS Portal Functionality-Sep 21

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