Learn how to manage your data effectively in Blink by accessing shipper and location lists, viewing detailed information, and hiding or editing data as needed, providing greater control over your booking process and enhancing organisation.
Find out everything you need to know about managing your data in Blink!
Shipper and location list
Both pages function in very similar ways. For our demonstration of the functionality, we'll be using the shipper data management feature.
To manage your shipper data, select:
- The settings menu from the top right hand corner
- select 'Shippers'
- Here you'll see a list of your shipper data, including the booking count and the latest date you've booked with this shipper. Also, we hide hidden shippers as a default.
- To view your hidden shippers, select the 'Show Hidden Shippers' checkbox:
Shipper details
To view more information, click on the arrow on the right hand side. Here you'll see information for that shipper:
Here you can see both hidden and non-hidden contacts entered for that shipper, as well as any billing recipients entered.
You can also hide the shipper from this page.
You can also edit your default contact. To do so:
- Toggle your existing default contact off. After this, choose which new contact you'd like to be the default:
Hiding your data
You can now choose to hide certain types of data. By doing so, they will no longer be usable on the booking form moving forward. You can still access your old bookings with this data, and you can use this data again in the future if you'd like.
Again, we'll use shippers as an example. To do so:
- Go to your settings page
- Select 'Shippers'
- Checkbox the shippers you'd like to hide. You can checkbox multiple if you like.
- Select 'Hide Shippers'
You can also hide your contacts. To do so:
- Go to your settings page
- Select 'Shippers'
- Navigate to you shipper details page
- Checkbox the contact you'd like to hide
- Select 'hide.'
As mentioned earlier, you can remove the hidden functionality whenever you like. Make sure you've go your 'Show Hidden Shippers/Contacts/Locations' checkbox selected, and then select 'Show.'
Hiding data from the booking form
You can also hide data from the booking form. To do so:
- Open the booking form
- Search for your shipper, contact or location
- Select 'hide' from the dropdown