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MoversSuite Enhancements

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MoversSuite Enhancements

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16 results found

  1. It would be nice for training purposes to be able to define a "script" on tasks. For example if the task indicates that a call is needed to the shipper, the script can give helpful instruction on the things to discuss. The script could also have more detail on what is expected to be done in order to complete the task.

    10 votes

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  2. As Tasks are updated, require that that a Note entry is made. This would work in the same way as required fields.

    6 votes

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  3. when the task is completed/checked, a note must automatically populate in notes and in UVL/MF memo side. This will eliminate many duplicated/triplicated steps. Task is currently not user friendly and suggest an automatic note.

    5 votes

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  4. Increase Task Definition from 25 to 35 characters to give a little more detail to CS.

    3 votes

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  5. When making a note to a task, it's very hard to see the icon that alerts you that the task has a note attached to it. It would be helpful if that icon was a different color. Otherwise it blends in.

    3 votes

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  6. Add the column for Customer #. We create tasks for credit checks and if there was a column with the customer # or name that is attached to the order that would be helpful

    2 votes

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  7. With so many containerized/converted shipments it would be helpful to be able to sort tasks by Hauler. This would streamline tracking by making it easier to identify all orders on a specific driver or common carrier.

    2 votes

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  8. As tasks are completed pop up the Notes dialog that allows the users to document how the task was completed. Such as spoke to shipper about packing. At the same time allow the note to be uploaded to a van line notes system where an upload is available

    2 votes

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  9. In the task list, after selecting "Not Applicable:, leave the task in the task list, but grayed out.

    2 votes

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  10. Would like the ability to group tasks for multiple users or multi-select users so that tasks will display on one screen so that it is easy to see what tasks need to be completed for certain departments or groups of people.

    1 vote

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  11. Having movers suite in training mode would allow employees to learn new tasks such as running credit cards and assigning job numbers using repetitive training techniques.

    1 vote

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  12. With so many containerized/converted shipments, it would be helpful if we could sort by DA, as well as, OA. This will streamline communication making it easier to ask about all orders on any given day with one call/email.

    1 vote

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  13. One of our MS tasks is a 72 hour call. When we have a shipment packing and/or loading beginning on a Monday, the 72 hr call comes up on the Friday before. While that is technically 72 hrs, the Friday before is when we make our ETA call. We should be making the 72 hr call the Wed. before. Right now we have to manually adj the 72 hr call task date if shipment starts on Monday. Brenda

    1 vote

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  14. set up new dependency dates of bill date and invoice date so billers can use tasks based on those dates

    1 vote

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  15. When working with national account moves, before customer has set dates, it would be good to have dependency date based on the lead set up in MS to set up tasks, such as contacting OA, getting estimate scheduled, going over estimate info with customer or account ,etc.

    1 vote

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  16. Is there a way to export your daily task list to Excel or Word?

    1 vote

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