Account Settings

CFS Help Center : Account Settings

The account settings page is where you will set your default settings, create custom box dimensions, create references, and configure additional settings.

To navigate to your settings page, click the user initials icon in the upper right corner of your screen and select Settings.

Reminder! Be sure to click Save at the bottom of the Settings page to save your configurations.

General Default Settings

You may set your default Address, Label Type, Package Dimensions and other default settings under the General Settings tab.

Default Address

Using the Default Address dropdown, select your default address.

Default Label Type

Choose your default label type from the Default Label Type dropdown.

Default Package Size

Select your preferred default package by choosing a custom package dimension from the Default Dimension dropdown.

See the Custom Package Sizes section on how to create customized package dimensions.

Default Reference

Select your Primary default Reference and secondary Reference from the Default Reference dropdowns.

For more information on creating custom references, see the “Custom References” section.

Default Email Notifications

To set Default carrier email notifications:

1) Click the Manage Email Notifications button.

2) Toggle the Receiver/Sender Email Notifications switches.

3) Select your desired notification types.

4) To send notifications to an email other than the receiver or sender, Enter the email in the Custom Email field and select your preferred email notification type.

5) ClickSave and your notification settings will appear under Default Email Notifications.

6) Toggle the Default Notification button to activate your default notifications settings for all shipments and click Save on the bottom of the settings page.

For more info on configuring Carrier email notifications, see _Email Notifications

Default Package Type

Set your default package type by selecting it from the Default Package dropdown.

Default Bill Duties

Set your default Billing entity for international customs by selecting it from the Bill Duties dropdown.

Default Shipping Rate Selected

Set your default rate preference under Default Shipping Rate. Setting this default will automatically select the option on the “Ship Page” under Rates.

Default shipping service

You may also set your default rate to a specific service.

Select “Carrier” from the “Default Shipping Rate” options, and select the carrier and service from the dropdowns.

Custom Package Sizes

You may create custom package dimensions as needed by clicking heading over to the Dimensions tab and hitting the Create New Dimensions button.

Your custom package presets will appear below in List view where you may either edit or delete them as needed.

Custom References

Create custom references by heading over to the References tab and hitting Create New Reference.

Your references will appear below in list form where you may edit or delete them as needed.

For more info on References, see the Creating References page.

Updated on: 17/11/2022