Memorizing multiple account numbers can be challenging, especially when filtering data on the dashboard to focus on specific accounts related to stores, warehouses, departments, or other key parameters. To simplify this, the filter bar enables you to rename account numbers according to your preference, making it easier to identify and filter the relevant data quickly. This feature streamlines data interpretation, helping you focus on the most important information.
How to Assign a Nickname to Carrier Account Numbers:
- From the filter bar, select the dropdown menu for Carriers.
- Find and click on the specific account number you wish to rename.
3. Click the "enter nickname" link
4. A small pop-up window will appear, allowing you to enter a custom nickname for the selected account number.
5. Click OK to save the changes
If you need help renaming multiple account numbers, you can send an Excel file to support@reveelgroup.com. In the file, list each account number along with the desired nickname for each account number.