Copy profiles

First available in V.2022.4

The Profile menu options let you set up records for your drivers, companies and other assets. If you need to set up several records at a time, a Copy button is available in the Profile menu. This lets you use an existing record as a template and copy the fields that are filled in for that record. The feature is available in these Profile menus:

  • Carrier

  • Company

  • Driver

  • Tractor

  • Trailer

To use the Copy profile feature in the Profile menu windows:

  1. Open an existing record.

  2. Select the Copy button or go to File > Copy
    A Copy window will open.

  3. Enter a new ID for your record, tab out and select Copy.

The new record will copy all the contents from the existing record. You are able to edit the fields as necessary. Only one copy will be supported.

Profile contents copied

In each of the profile menus, content is copied from an existing record as a template. The tabs that will have content copied for each profile are listed below by profile menu.

Carrier

  • Information

  • Additional Info

  • User Definables

  • Expirations (Active only)

  • Notes

  • Contacts

  • Qualifications/Accessories (Active only)

  • Distribution Info

  • Accidents

The contents in the tabs for Ext CSA Docs, Log Info and DOT Scores are not copied.

Company

  • Information

  • Billing/Credit

  • Stop Info/Routing

  • Expirations (Active only)

  • Notes

  • Contacts

  • Load Requirements (Active only)

  • Scheduling

  • Distribution Info

  • Operational Hours

  • Third Party

The contents in the tabs for Pictures, Orders and Documents are not copied.

Driver

  • Information

  • Placement

  • User Definables

  • Expirations (Active only)

  • Notes

  • Pictures

  • Qualifications (Active only)

  • Log Violations

  • Training

  • Observation

  • Testing

  • Accidents

  • Documents

Tractor

  • Information

  • Details

  • User Definables

  • Expirations (Active only)

  • Notes

  • Accessories (Active only)

  • Distribution Info

  • Accidents

The contents in the Messages tab are not copied.

Trailer

  • Information

  • User Definables

  • Expirations (Active only)

  • Notes

  • Image

  • Accessories (Active only)

  • Distribution Info

  • Compartments

The contents in the Accidents tab are not copied.