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Accounts

All Accounts

The main Accounts list — stat cards, Cards and Table views, search, Type / Status / Segment filters, and bulk merge.

Verified: Jul 20, 2026 1 min read Accounts

All Accounts (/accounts) is your address book: "Manage your shippers, consignees, carriers, and other business contacts." Every customer, vendor, carrier, and agent lives here, and quotes, shipments, and invoices all point back to an account.

Header and stats

The header carries My Accounts (only the ones you own), Filters (the advanced modal), an export control, Import, Duplicates (merge candidates), and Add Account. Four stat cards total Total Accounts, Customers, Vendors, and Carriers.

The Accounts list — stat tiles and account cards with type, status, and shipment counts

Find and filter

Search with the Search accounts... box, then narrow by the Type, Status, and Segment chips (or Clear filters to reset). Toggle Cards and Table: cards surface Revenue YTD, Shipments, the owner (or Unassigned), and a health ring, with hover actions Email, Call, and Open; the table adds sortable columns with Default, CRM, and Compact presets.

Row and bulk actions

Each row offers View, Edit, and Delete. Select rows for Delete selected, or pick exactly two for Merge selected — the merge comparison chooses the surviving record. Clicking a row opens a slide-out panel; View opens the full account page.

Last verified — screenshots: Jul 20, 2026 · copy: Jul 20, 2026