DAT OnBoard™ will allow you to enter notes on a carrier that is seen internally by your users only. There may be times where you want to note something about the carrier to view quickly the next time you are looking at them. For instance, if you know that a carrier only hauls on the west coast, you could leave a note stating “West coast haulers only” and that will be visible to you each time you view that carrier.

There are multiple ways to leave a note on a carrier.

  1. Click on the Carriers tab at the top of the screen
  2. From here you can double-click on the Notes section and it will open up a section to leave a note
  3. Step off the record and your note will now be saved

You can also leave notes when viewing a carrier’s profile.

  1. Click on the Carriers tab at the top of the screen
  2. Click on a company name from the list to view that carrier’s profile
  3. Enter your notes in the section provided. Step off the section and your note will be saved