232 results found
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are able to have more then one email address in Movers Suite
We have many customers that want us to email them as well as their spouse or other contact. It would be nice if we were able to enter more then one in the system.
4 votesThis feature implemented in 2020 R24.
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In the task list add a dependency date option for "Estimated pack or load Date"
In the task list add a dependency date option for "Estimated pack or load Date".
1 voteRefer to the Dependency Dates of “Pack Date” and “Load Date.” These two fields point to the first date in the Range spread. Let me know if this is not what you were looking for. Refer to the Task Dependency Dates topic in the Online Help for a complete list.
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Revenue line items - ability to edit description after generated.
I am unable to edit a revenue line item description after it was generated. I did attach a 3rd party, but I did not include the item on an invoice.
1 voteHey Jackie, this was fixed in release 2016 r11. If you have r11 or newer and are still having a problem let me know. Thanks.
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Required Field - Revenue Clerk in Revenue Order Information
We would like the option to have this field a required field.
1 voteThis will be in release 2016 r11
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I would like to see the EE fields become an option under the required fields setup
I would like to see the EE fields become an option under the required fields setup to help with the tasks use. If the users are not entered early on then things get missed. Ex. Sales, both coordinators, and revenue entry.
1 voteYou can specify the following when establishing Field Requirements (i.e. Required Fields) in MoversSuite: Logistics Coordinator, Revenue Clerk, Salesperson, and Transportation Coordinator. Each of these is validated when defined. Please let us know if there are any additional employees you want included in the Field Requirements.
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Self-haul - reference the Customer Name or Estimate # on the reply...this will be more convenient for the Customer Service Rep...
The response for "self-haul authorized" does not reference the Customer's name or Estimate Number.....
Also need to have the "No Self-Haul" response generated to the customer service rep.1 voteThe shipper name has been added to the email. This is in release 2016 r4
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Required Field -Transportation Coordinator in Order Entry
We would like to have the option of making this a required field.
1 voteThis will be in release 2016 r11
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Need Container Management to have a customer name column.
The Container management window needs to include a column for the customers name!!!
1 voteLook for this in release 2016 r13
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1 vote
In release 2017 R01 you can know define that the due date of a task is tied directly to the completion of another task. This will be in our first release out in January 2017.
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Add "last name" column to list results in container management.
Current columns include:
Container
Assigned
Order
Location
Type
BranchI am simply suggesting that names be added to the query result for those of us who are better with names than numbers.
2 votesLook for this in release 2016 r13
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2 votes
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duplicate order
On duplicate orders (reverse order option) the Consignor's and Consignee's information should be copied to the correct side. We currently have to cut and paste the data. This should include the contact name and phone number as well.
1 vote -
multiple email addresses.
multiple email addresses box
3 votesThis feature was made available in Version 2020 R24 of MoversSuite.
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Add bookmarks for fields in the SIT/Recurring Billing tab
The current version of Mover's Suite (5.06.0.40713) is very reliable when generating custom documents in Microsoft Word using bookmarks. However, there are no bookmarks that can be used to generate reports with any of the fields in the SIT/Recurring Billing Tab. I suggest you implement bookmarks for all of these fields so that user-generated reports can be detailed with the same information you allow to be kept and managed in your software.
3 votesWe have created a new tool for creating letters which will be in beta next week. In release 2016 r11 we have added 130 bookmarks for this new tool which include the SIT information.
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Make a task due date generate off the day a particular document type is attached to DMV
(i.e.-signed BOL etc is attached=task: Scan to AVL or Rated BOL scanned is attached=task: Invoice)
2 votesA Task Dependency Date type of “Document Received” can be specified in Tasks Setup as of Version 2020 R06.
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Local Services
Is there a way to make it so if you cancel a local service it will just be marked canceled and not just disappear? This would be nice for historical info. They are saying they would like to see it on the order as greyed or marked canceled out but not show up on the local dispatch screen.
2 votesThis will be released in 2016 r4
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Add Bill date to AR Collections Inquiry
As one of the additional columns, add "Billing Date" that a user enters into the order
2 votesAdded in release 5.25
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Allow Fasttrack & Windfall to interact with MoversSuite.
Currently Fasttrack and Windfall do not 'speak' with moverssuite. So we can't download an order (a non van line order) onto our devices to begin inventorying and we can't download an order into our windfall (warehousing system). Also, when the order is completed on the devices it would be nice to save/upload the documents directly into the order in moverssuite. Thanks!
1 voteAbility to email a CSV file to a driver to import into FastTrac has been completed and tested by Windfall. This will be in release 2016 r7
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create quotes using revenue group
To be able to start a quote using revenue groups as they appear in revenue entry screen. Then be able to choose/add the revenue item code from the drop down.
This would prevent users for choosing the wrong item codes and streamline the process for customer service.
As it stands, there are too many item codes to choose from. whoever is creating a quote gets confused and finds the process difficult. In addition,It would be helpful if quotes could import information from an external source or document. ie excel,quotes to go.1 voteCheck out the latest changes to the quote coming in 2016 r20; quotes are much easier to work with.
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Jesse Mitchell here at Bayshore Moving Newark Delaware
Be able to cut and paste out of the Note section. Thus be able to cut and paste a note to an email or to another sub section within the MS order or to paperwork that you will attach.
6 votesYou can do this today using the keyboard shortcuts for copy and paste. Ctrl+C to copy, Ctrl+V to paste. There is more information on this in our online help: http://www.moverssuite.com/support/onlinehelp/44/WordDocuments/notes1.htm
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