::.Client Portal
As 2024 comes to a close, we are pleased to reflect on the significant updates and enhancements made to TruShipment. Throughout the year, we’ve focused on delivering improvements that enhance security, optimize customer engagement, and streamline operational processes.
Key highlights from our releases include introducing the CRM and Credit Note modules, which give businesses more control over customer relationships and financial transactions. We also implemented critical security features, including a single-instance login policy and GDPR compliance, while improving communication through push notifications.
These updates, alongside targeted bug fixes, have ensured that TruShipment continues to offer robust solutions that empower businesses to operate more efficiently and securely. Below is a comprehensive overview of the key features and benefits delivered throughout the year.
February: Version 3.9.0
CRM Module
Enhancing Customer Understanding and Operational Efficiency
Key Features of the CRM Module:
Comprehensive Customer Profiles
Consolidating data from multiple touchpoints gives you a 360-degree view of your customers. The CRM Module enables you to create detailed profiles encompassing customer history, preferences, and interactions, allowing you to personalize services and offerings more effectively.
Shipping Pattern Analysis:
Leverage advanced analytics to track and assess your customers’ shipping behaviors. This feature helps you identify trends, optimize logistics, reduce delivery times, and improve customer satisfaction by anticipating needs and preferences.
Centralized Communication Logs:
Streamline communication management with a centralized hub that consolidates all interactions—whether system-generated or manual. Easily track and manage conversations, ensuring smooth communication and quick resolution of customer queries.
Customer Insights Dashboard:
Access a powerful dashboard that provides real-time insights into customer trends and behaviors. Use this data to monitor performance, identify growth opportunities, and make data-driven decisions that align with your strategic goals.
Business Benefits:
- Improved Customer Retention:
- Anticipate customer needs and deliver tailored experiences that foster loyalty and repeat business.
- Enhanced Operational Efficiency:
- Streamline internal processes with centralized communication and actionable insights, reducing manual tasks and minimizing the risk of errors.
- Data-Driven Decision Making:
- Utilize in-depth customer insights to make informed decisions that propel business growth and profitability.
- Competitive Advantage:
- Stay ahead of competitors by offering superior customer service and creating personalized solutions based on comprehensive customer data.
August: Version 4.0.0
Credit Note Module
Streamlining Financial Transactions and Enhancing Transparency
Key Features of the Credit Note Module:
Add, View, and Approve Credit Notes:
- Seamless Credit Note Management:
- Effortlessly create, view, and approve credit notes directly within the platform, streamlining the entire credit management process.
- Role-Based Access Control:
- Assign specific roles to users, ensuring that only authorized personnel can request and approve credit notes, enhancing security and governance.
- Enhanced Financial Security:
- Restrict credit note approvals to designated users to safeguard financial integrity and minimize the risk of unauthorized transactions.
Track and Redeem Customer Credits:
- Real-Time Credit Tracking:
- Monitor customer credit balances and usage in real-time, providing full visibility and control over available credits.
- Flexible Credit Redemption:
- Offer customers the ability to redeem credits fully or partially, allowing for a flexible and convenient approach to credit usage.
- Customer Profile Integration:
- Display available credits directly within customer profiles, improving transparency and the user experience.
Automated Notifications and Reporting:
- Instant Credit Approval Notifications:
- Automatically notify customers when their credit notes are approved, ensuring they remain informed and engaged.
- Comprehensive Reporting:
- Generate detailed reports on credit note usage, customer account balances, and financial reconciliation, empowering you to make informed financial decisions.
- Sales Reconciliation and Audit Trails:
- Maintain accurate sales records and a clear audit trail for credit note transactions, promoting transparency and accountability.
Assign Credit Notes to Specific Packages:
- Package-Specific Credit Assignment:
- Easily associate credit notes with specific packages, ensuring credits are applied accurately to relevant transactions.
- Organized Transaction Documentation:
- Maintaining well-organized documentation for each credit note and its associated package simplifies tracking and auditing.
- Accurate Financial Reconciliation:
- By linking credit notes to specific packages, the system ensures financial records are precise, making reconciliation straightforward and reliable.
Flexible Credit Application and Reason Codes:
- Versatile Credit Usage:
- Credits can be applied as in-store credit or to specific packages, offering flexibility in how credits are utilized.
- Multiple Credit Types:
- Support for various credit types, such as Overcharge, Service Unsatisfactory, Waiver, Purchased with Money, and Product Return, ensures tailored credit management.
- Pre-Defined Reasons:
- Use predefined reasons for issuing credit, ensuring consistency and improving record-keeping accuracy.
Apply Credit Notes to Customer Pickups:
- Seamless Credit Application at Pickup:
- Credit notes can be applied during customer package pickups, ensuring that credits are accurately reflected in the transaction.
- Enhanced Customer Satisfaction:
- By enabling credit usage at the time of pickup, this feature improves the overall customer experience, offering a seamless and transparent process.
- Real-Time Credit Adjustment:
- Automatically adjust customer balances in real-time when credits are applied, ensuring up-to-date financial records.
Business Benefits:
- Strengthened Financial Oversight:
- Gain comprehensive control over all credit transactions, ensuring that credits are applied accurately and tracked efficiently, leading to better financial management and reliability.
- Heightened Security Measures:
- Implement role-based access controls to reduce the risk of unauthorized credit approvals, safeguarding your business against potential fraud and ensuring compliance with internal policies.
- Elevated Customer Satisfaction:
- Enhance customer trust and loyalty by providing a seamless, transparent credit management process, demonstrating your commitment to delivering high-quality service.
October: Version 4.1.0
Enhanced Security Layer
Security Enhancements, Push Notifications, and Bug Fixes
New Features & Enhancements
Enhanced Security Layer:
To further safeguard agent accounts, we have implemented a single-instance login policy, limiting agents to one active session per device or browser. All previous sessions are automatically terminated if an agent logs into a new browser or device.
- This feature operates independently of session timeouts for idle users, adding layer of security to protect accounts from unauthorized access or misuse.
Push Notification Service for Mobile App Users:
We have integrated push notification support for mobile app users, enhancing communication with customers who have opted in to receive updates.
- This background service delivers relevant notifications directly to users’ devices, ensuring they are informed and engaged with real-time updates.
Bug Fixes
Inland Charges Label Update:
We have refined the calculation logic for the newly introduced Inland Charges label within the Rate Sheet.
- The calculation logic has been enhanced to be more dynamic, ensuring no calculations are performed if an invoice total is not applied to a package.
- The invoice total now serves as the central controller for all Rate Sheet formulas, offering greater flexibility, accuracy, and consistency.
Customs Clearance Process Improvement:
An issue affecting the customs clearance process—where pagination would unexpectedly jump back from page 3 to page 1 when an item was scanned—has been resolved.
- This fix ensures a smoother, uninterrupted progression through the customs clearance steps, improving workflow efficiency.
This update marks a significant step in strengthening security, enhancing user engagement, and refining operational workflows. The introduction of single-instance login restrictions and push notifications provides enhanced protection and a more responsive user experience. Additionally, the updates to Inland Charges calculations and the customs clearance process contribute to greater accuracy and reliability in core functions.
::.Customer Portal
With the release of Version 4.0.0 in October, we’re proud to introduce powerful enhancements focusing on security, data control, and user engagement. This update brings a new single-instance login policy designed to protect customer accounts, GDPR-compliant features that empower users to manage their data, and a push notification system to keep customers informed and engaged. Below, you’ll find an overview of these important updates that aim to provide our users a more secure, transparent, and seamless experience.
October: Version 4.0.0
Enhanced Security Layer
Enhanced Security, GDPR Compliance, and Push Notifications
New Features & Enhancements
Enhanced Security Layer:
To further enhance the security of customer accounts, we have implemented a single-instance login policy:
- Customers are now limited to one active session per device and browser. Any existing sessions will be automatically terminated when a customer logs in from a new device or browser.
- This feature operates independently of session timeouts for inactive users, providing added confidence and safeguarding accounts from unauthorized access or misuse.
Data Control (GDPR Compliance):
In line with the General Data Protection Regulation (GDPR), we have introduced new features that provide customers with greater control over their data:
- Account Deletion & Data Export: Customers can now request to delete their accounts or export their data directly from the system. These options are available through both the customer portal and mobile app.
- Secure Data Deletion: Customer data will be securely overwritten upon requesting deletion. However, any active packages will retain identifying information to ensure continuity of service.
- This update empowers customers with complete control over their personal data, enhancing transparency and trust in our services.
Push Notification System:
We are also excited to introduce a push notification system, designed to keep customers informed and engaged:
- This feature delivers timely and relevant updates directly to customers’ devices, ensuring they are always in the loop with real-time notifications.
This release marks a significant advancement in customer empowerment. It offers enhanced security through the single-instance login policy, GDPR-compliant data management options, and increased user engagement via push notifications. Customers can now have more confidence and control over their accounts, while businesses benefit from improved transparency and trust in our platform.
::.Customer Mobile
In October, we introduced transformative updates to the TruShipment Customer Mobile Application, designed to simplify logistics management and enhance user experience. Version 4.1.0 enabled real-time shipment tracking, streamlined pre-alerts, account management, and seamless communication with shippers, empowering users with greater control and transparency.
With the release of Version 4.2.0, we took functionality to the next level by introducing biometric authentication, enabling users to effortlessly upload multiple documents and images, and bolstering security. These updates and bug fixes for notifications ensure a smoother, more reliable mobile experience for our customers.
October: Version 4.1.0
Enhanced Functionality
In October, we introduced new features to empower customers and enhance their experience:
- Real-Time Shipment Tracking:
- Monitor your shipment’s journey with live updates.
- Pre-Alerts:
- Add shipment pre-alerts quickly and easily.
- Account Management:
- Check your account balance and personalize your account settings.
- Seamless Communication:
- Stay connected with your shipper directly through the app.
- Document Management:
- Upload all necessary shipping documents in one place.
- Data Management:
- Manage your data securely.
October: Version 4.2.0
Advanced Features and Improvements
Building on the foundation of Version 4.1.0, the latest release offers:
- Multiple File Uploads:
- Effortlessly upload multiple documents and images for streamlined processing.
- Biometric Authentication:
- Log in securely using fingerprint or facial recognition.
- Enhanced Security:
- Strengthened application security to protect your data.
- Notification Bug Fixes:
- Resolved issues with notification listings for a smoother experience.
