Information

Quick Board Access

This is where your favorite boards are saved. These favorite boards will appear in this board on any page within VIA for easy access. To add a board to this list open the board and click on the star at the top of the board screen. To remove the board from the favorites list deselect the star on the board. Conversely, in the home screen, when you mouse over a board, a star will appear in it's top right corner. Click the star to add it to your favorites.

Your Boards

Category

Categories are ways to group the boards together in a way that is meaningful to your business and can be used to easily sort boards between one another. You can hide or show categories by clicking the gray category bar or by clicking "Expand All" or "Collapse All".

Boards

A board is a container that stores lists and cards. Each board will store one type of card such as Drivers, quotes or orders. You can see the type of board with the icon that is visible on the lower right side of the board. You can drag boards within the group to reorganize them and you can drag a board to a different category altogether if required.   Click on a board to start viewing a board. 

User Account Access

Click your account name or avatar in the top right corner to gain access to user settings or admin settings if you are an admin. From this menu you can edit your profile, set or change your avatar, update your password or change your language. You can also edit your notification settings from here. This relates to notifications you will see for conversations that you are part of.

Slideout Menu

The slideout menu appears on the left side of the  VIA® screen. The options on the bar may change depending on which area of  VIA® you are accessing at a given time. The list below will display the different types of menu options available in the slideout menu:

• Image Modified Tools - This is available throughout the system; however, the tools that appear may change depending on the board you are viewing. You can find tools such as quick quote, mile calculator, segment builder (available in the order type boards)
• Image ModifiedConversations - This menu item is available throughout the system. Clicking on this menu item will allow you to start and view existing conversations.
• Image ModifiedWhat's new? - This item is available throughout the system and will display any new features that have been released in VIA®
• Image ModifiedFilters - This menu item is only available on the slideout when you are viewing a board. You can create a filter, save and load filters and clear filters from this menu item.
• Image ModifiedMembers - This menu item is only available on the slideout when you are viewing a board. This menu option will allow you to see any users who are members of the board. If you are a board administrator you can also add new members to the board so that other users can see the board in their home screen.
• Image ModifiedLabels - This menu item is only available on the slideout when you are viewing a board. The menu option will give you the ability to create new labels and drag them to cards in your boards.
• Image ModifiedTemplates - This menu item is only available on the slideout when you are viewing a board. If you have cards that you create often (recurring loads for example) you can save your card as a template and it will appear in this list. You can then drag the template back into the board and a copy will be made that you can then work with.
• Image ModifiedActivities - This menu item is only available on the slideout when you are viewing a board. The activities tab is broken into Comments, Operations and system activities.
• Image Modified Archives - This menu item is only available on the slideout when you are viewing a board.

Quick Search Section

At the very top of the VIA® screen you will find the quick search section. You can use this section to search all the cards in your system (as opposed to the board limitation you have when using filters). There are three sections to the quick search section: the search field, the board type and the field name. 

Image Added

By default, the search section is setup to search the title field of all cards. The search is not case sensitive and will search any part of the fields for what you enter;  which means that if you were searching for a driver card called John Smith you should see the card be search for JOHN or smith or john Smith etc.

Using the quick search will limit the amount of records that are returned; so if you want to narrow your scope of cards searched you can do that in the card type section. For example, if you wanted to look for quotes that were going to Atlanta you could limit the search by choosing quotes in the card type field. Finally, you can choose the field you want to search by in the field type section. You can use this for example to search by cities or reference numbers.