Horizontal Toolbar

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image:cmsHorizontalNewForm.pngNew Form

The New Form button creates a new record. Its function is contextual, meaning it changes depending on what part of the system you are in. If clicked when looking at the Personnel List for example, the New Form button would open a new blank Personnel Record.

image:cmsHorizontalSearch.pngSearch

The Search button opens a Search Dialog, specific to the list that you are currently viewing. Its functionality is similar to the New Form button, in that it changes depending on your location within the software.

image:cmsHorizontalStop.pngStop

The Stop button cancels the loading of any list in Tailwind, and is helpful when loading long lists, where the data you desire is returned somewhere near the top.

image:cmsHorizontalRefresh.pngRefresh

The Refresh List button functions in two ways:

  • If simply clicked, the button reloads the contents of the current list, based upon whatever searching or filtering criteria is currently being applied
  • If the adjacent down arrow is clicked, the button gives the option to Reset List in addition to Reload List. Choosing Reset List will clear any search or filter criteria applied, at the same time refreshing the list.

image:cmsHorizontalPrint.pngPrint

The Print button prints the contents of the current list to a printer, a fax, an email, the screen, or to a physical file.

For details on the available printing options, see the Printing page.

image:cmsHorizontalNavigator.pngNavigator

The Navigator button returns you to the Tailwind splash screen, otherwise referred to as the navigator.

For further details, including how to customize the navigator, see the Navigator page.

image:cmsHorizontalMileage.pngMileage

The mileage button opens a query window in whatever mileage application is integrated with CMS. From the query window, manual routing can be run without the need for filling out route plan locations.

image:cmsHorizontalNewTask.pngNew Task

The New Task button creates a new blank Task.

image:cmsHorizontalQuickOrderWizard.pngQuick Order Wizard

The Quick Order Wizard button launches the Quick Order Wizard, which provides a single screen capable of generating an order with multiple shipments, as well as generating the related dispatch.

image:cmsHorizontalOrderFromTemplate.pngOrder From Template

The Order From Template button generates a new order based upon an existing Order Template

image:cmsHorizontalOpenOrder.pngOpen Order

The Open Order button allows you to open any order within the system directly by its number. This is the fastest way to open an existing order in the system.

image:cmsHorizontalOpenDispatch.pngOpen Dispatch

The Open Dispatch button allows you to open any dispatch within the system directly by its number. This is the fastest way to open an existing dispatch in the system.

image:cmsHorizontalEquipmentStatus.pngEquipment Status

The Equipment Status button launches the Equipment Status screen, which provides a listing of tractors and trailers based upon dispatch information entered into the system, as well as satellite tracking information, if available.

image:cmsHorizontalCustomerRateHistory.pngCustomer Rate History

The Customer Rate History button opens the Customer Rate History search window, which provides a method for seeking out similar loads booked by a given customer, and determining the average rate.

image:cmsHorizontalCarrierRateHistory.pngCarrier Rate History

The Carrier Rate History button opens the Carrier Rate History search window, which provides a method for seeking out similar loads moved by a given carrier, and determining the average rate.

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