MoversSuite Enhancements

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    1. allow voiding notes when entered on wrong order

      We need to be able to change a status or void a note when it's entered on the wrong order.

      7 votes
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      • Bold Tabs in Order Entry

        similar to when buttons are bold when there is info behind them, can this also be done for the tabs in Order Entry and/or Billing?

        6 votes
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        • Add weight and ability to make Notes to SIT Information window

          The weight on SIT may be different than the weight of the shipment and so putting a weight field on the SIT Information would be useful. Also create SIT notes right from the SIT Information window.

          3 votes
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          • Put scroll bar on longer Notes

            When a Note is long put a scroll bar on the Notes window to scroll down thru the Note instead of having a window pop up which may not show the whole note anyway.

            3 votes
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            • Allow Order information to load when double clicking move from task list

              It would be nice to be able to double click on a task and it open up the order information

              3 votes
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              • Add a place to indicate Storage Coordinator in the SIT section of the SIT/Recurring Billing Tab

                It would be helpful to have a place to indicate the storage coordinator/clerk in the SIT section and based on the date in and days authorized have the system send a notification in some form to the assigned storage coordinator/clerk several days in advance of conversion to perm date.

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                • Approved agents be available per Military GBLOC in a tab like Contacts. Could assoc for commissions.

                  Each GBLOC/Base normally will have a list of agents approved to provide services. Just as contacts are added, the idea would be to associate the approved agents to the GBLOC. Next an agent selected from the list of approved agents for the move would display in Revenue Entry for possible commissions due to.

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                  • TASKS - DATE CHANGES

                    It would be helpful if the system would allow you to change the task due date for serveral tasks at the same time. You could select all of the tasks that you want to move to a certain day and then click the "Change Task Due Date". Then, you select the date.

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                    • Check in all Third Party transactions for Vendor Invoice Number

                      Look for vendor invoice number in all of the system transactions for third party to see if it has been used before transaction can be saved. This will eliminate MSS Import errors that have to be corrected by hand in the batch in GP.

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                      • TASKS - PRIORITIZE/CATEGORIZE

                        I would like to be able to go into my tasks for the day and add a color to group certain tasks for the day. I could then use this to prioritize tasks (Red = High Priority; Blue = Low Priority) or categorize task (different accounts; marking tasks you want someone else to do from your workflow). I envision this working similar to the "categories" in Outlook.

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                        • allow ability to enter order # in Related Order # field

                          without using the search key-keep the search key as an option not a requirement

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                          • Add an eMail button for Surveyor

                            Add an eMail button next to the Surveyor or Survey Date so you can set Outlook appt for a person other than Salesperson.

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                              • Commission Type of miles

                                When setting up a commission plan give the ability to use miles in the Commission Type to be able to pay 3rd Proviso drivers which is becoming more popular.

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