Vanguard CRM

Recent Activity

Alerts

	Trailer ID	Type	Year/Make	VIN	Status	Location	Customer	Actions

Company	DOT#	MC#	Contact	Sales Rep	Lead Status	Credit	Actions

Contract #	Customer	Type	Rate	Billing	Start	End	Status	Actions

Invoice #	Customer	Issue Date	Due Date	Total	Paid	Balance	Status	Actions

Payment #	Customer	Invoice	Amount	Method	Date	Status

Trailer	Type	Vendor	Date	Cost	Status	Actions

Entity	Alert Type	Description	Expiration	Days Left	Status	Actions

Trailer	Type	Inspector	Date	Overall	Damage	Actions

Name	Address	City	State	Region	Trailers	Actions

Select date range and run report

Select date range and run report

Claim #	Trailer	Type	Incident Date	Customer	Est. Damage	Priority	Status	Actions

Name	Email	Role	Active	Last Login	Actions

EBiz Charge Payment Gateway

SOAP payment gateway for credit card & ACH processing

Disabled

Gateway Enabled Off

Security ID *

User ID

Password *

Software ID

WSDL URL

Expense Name	Category	Amount	Frequency	Monthly Cost	Start	End	Active	Actions

Name	Role	Pay Type	Monthly Cost	Start	End	Active	Actions