This article walks you through the Shipments tab on a client record.
What this means: The Shipments tab lets you see every load ever booked for this client and use the same dashboard mechanics you're used to from the main Shipments dashboard. Use it when you need to look up a past load, find a historical rate, or see what's currently in motion.
From the Clients dashboard, click into the client. At the top of the record, click the Shipments tab.
You'll see every shipment ever booked for this client. The mechanics work the same as the main Shipments dashboard:
Search and filter at the top
Saved views as tabs across the top (default view is All)
Pinned filters and column customization via the icons on the right
New shipment button in the top right — creates a new shipment pre-populated with this client
Default columns include: ID, Status, Carrier, Stops, Origin, Origin state, Origin city, Pick-up at, Destination, Destination state, Destination city, Delivery at, Tracking started, Drivers, Truck number, Trailer number, ELD, Dispatcher, Sales representative, Assignee, Created by, Created at, Updated by, Updated at, Released by, Released at.
Click any shipment to open it.
Tip — same mechanics as the main Shipments dashboard: All the dashboard how-to articles apply to this tab.
See Searching and filtering shipments, Customize dashboard columns, Pin frequently used filters, and Create and manage saved views.
Common ways reps use this tab
Pull a historical rate when pricing a new load — sort by Created at, find a recent shipment on the same lane, and check what the carrier was paid
See what's currently in motion for this client — filter by Status to active states (Open, Covered, Dispatched, In transit)
Find a past shipment by PO — use the search bar at the top
Create a new shipment for this client — click New shipment in the top right, which pre-populates the client field