• Viewing Record History

  You can view the history of any record to track down who interacted with the record, when they did, and even what they did. You can also view the history of records within other records such as contacts, commodity details, bills, and more. Viewing Record History The history of a record can be viewed in two ways: from within the record, or with the arrow located next to the 'Open' button that corresponds to the record. To do so from within the record, start by tapping the 'Open' button toFew readers

• Adding a Note

  Recording critical information in the form of a note can help make processes a breeze. Notes can be added to any record. Adding a Note In order to add a new note, open the record in which to add the note to. Once at the record, click the 'Add Note' button located below the 'Notes' heading. Next, enter the description. Files can also be attached to specific notes. To do so, simply click the 'Choose File' button below the description box. You can also determine which documents you want thisFew readers

• Deleting a Note

  Deleting a Note Notes can be deleted from the 'Open' button, or from the arrow located next to the 'Open' button for more efficiency. To delete a note, click the down arrow next to the 'Open' button. Then, select the 'Delete' option on the menu, and click 'Delete' on the pop-up. Notes can also be deleting by clicking the 'Open' button, then pressing the 'DFew readers

• Sorting Lists

  Sorting lists can help you navigate through your records with ease. Lists can be sorted by a number of methods, which vary depending on the list type. Additionally, the page size can be altered to match your needs. Sorting Lists Every list can be sorted with the 'Sort' button located at the bottom of any list page. Once 'Sort' is clicked, you can select how you would like to sort your list from the options on the drop-down menu. Note that the options are not identical for all lists, as theFew readers

• Adding an Attachment

  Attachments are very convenient in managing your transportation business. Add documents, or images to any record for maximum efficiency. Adding Attachements Attachments can be added to any record from their corresponding 'Open' button. To add an attachment from within a record, click the 'Add File' button under the 'Attachments' heading, and select a file.Few readers

• Deleting an Attachment

  Deleting Attachments To delete an attachment, open up a record, then simply hover over the file you wish to remove beneath the 'Attachments' heading, and click the red delete icon.Few readers

• Accessing Recents

  Pegasys allows you to view your recent pages with the click of a button. This convenient feature is great for accessing previous pages fast, so you do not need to search for them. Accessing Recents In order to view your recent pages, simply tap the recents icon located on the navigation bar. To go to a page you have recently visited, click on it.Few readers

• Notifications

  In Pegasys, you receive notifications that inform you of important messages regarding things such as shipments, and when a driver uploads a POD. Accessing Notifications To access your notifications, simply tap the bell icon located alongside the search bar. The icon will turn blue to indicate that you have notifications. Once clicked, the notification pop-Few readers

• Editing Notes

  Editing Notes Notes can be edited with the arrow icon alongside the 'Open' button, or alternatively, by tapping the 'Open' button. In order to do so with the initial method, click the arrow icon beside the 'Open' button that corresponds to the note you would like to edit. Then, select 'Edit' on the drop-down menu. Edits can also be made by pressing the 'Open' button next to the note, and clicking the 'Edit' button below the description box. (https://storage.crisp.chat/users/helpdesk/Few readers

• Searching Pegasys

  Searching Pegasys is super simple you have an array of options. The platform is always learning from your activity and trying to bring forth results that matter most! You can access a quick search from within the nav. Just start typing and it will automatically start pulling the most relevant data. We promise it's super quick! You can also use our filtering system within each list! You can setup a seriesFew readers

• Exporting a List

  You have the ability to export almost any list throughout the platform. The export button is located along the bottom of each list, and more complex data types will present you with a dropdown containing various options. Navigate to a list that you would like to export. Scroll to the bottom of the page. Click Export along the bottom right of the list. The list will immediately begin to export or present you with a dropdown. How Export dropdowns work! Let's take the ShipmentFew readers