The customer update lets you email a customer a clear status overview of their transports, straight from Trans IT. You pick the customer and a date range, choose the transports to include, check the rows, and send a ready made email in the customer's language. You no longer need to download a file and open it in Outlook.

Open directly:Create customer update.

You need a customer that has transports, at least one transport added to the table, and a language selected at the top right. Until the table has a row and a language is chosen, the Create and Send buttons stay greyed out.

Open the Transports page or the Transports planning page. In the toolbar at the top, click the Customer update button (the open envelope icon). This opens the customer update page. You can also use the direct link at the top of this article.

Select the customer and pick a date range. The transports for that customer and period load in the list on the right. The table on the left fills in as much as possible automatically, including status and ETA.

Tick the checkbox on each transport you want to include. The transport is added to the table on the left.

Check each row in the table. You can adjust the Status, set an ETA, and add a short Comment. Make sure the correct customer language is chosen at the top right, then click Create or Send.

The page has two buttons, and they do different things. Send sends the overview straight from Trans IT, through your configured email path (the Trans IT address or your own SMTP). Create does not send anything: it downloads the same overview as an .eml file, so you can open it and send it yourself from Outlook or another mail program.

Click Send to open the Send email window. Review the recipients and the subject, then send.

The window is prefilled for you. From is your Trans IT sending address, or your personal or company SMTP if you set one up for customer updates. To is built from the customer's update email addresses, the contacts on the selected transports, and the customer's main email as a fallback, and the same address is never listed twice. CC is empty unless you add addresses. BCC can hold hidden recipients, and depending on your company setup your own address is added automatically so you keep a copy. The subject is prefilled from a fixed template in the language you chose. The body is a ready made email with a greeting, a table of your selected transports (date, references, location, container, status, ETA, comment) and your company signature with logo.

Trans IT sets the status automatically from the transport's route steps (waypoints). It looks at the last relevant step that is in progress or completed, so even multiple customs or weigh steps still get the right label. You can always change the status with the dropdown.

Do I still need to download an .eml file?
No. Send sends the update straight from the app. The Create button still gives you a downloadable .eml if you prefer to send it from your own mail program.

Why is my own address in BCC?
So you keep a copy in your mailbox without telling the customer. The field is filled from your profile and company setup.

Why does an email address show only once?
The recipient list is deduplicated. A contact that appears on several transports is shown only once.

I do not see CUSTOMS or WEIGH in the status list.
Those labels only appear when that route step is the last step that is in progress or completed. You can still pick or type a status in the dropdown.

The email did not send. What can I check?
Make sure at least one transport is in the table and a language is chosen, check your internet connection and that you are still logged in, and confirm your selected sending address (SMTP) was set up and tested. Then reopen the window and try again.