30 results found
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Order History - include Revenue Clerk
In Order History, we would like to see the Revenue Clerk changes. As times change and we grow the data in Movers Suite is extremely important for it to be accurate. We have required Account Profiles on every order and we have set up our default Revenue Clerk based on the Account Profile. I am still finding orders where the Revenue is not correct. The revenue clerks have tasks/reports to help them find their orders. (We want all revenue clerks to work out of Document Management, not waiting for paperwork to appear on their desk.) I need to see how…
1 voteThis improvement has been added to MoversSuite at 2022 R09. Thank you!
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MSCrew Work Ticket Number
Can you please add the work ticket number to the main order information in MSCrew? Currently, in order for anyone to see the work ticket number on an order, they have to tap on the order. When dealing with multiple work tickets for the same job on the same day, it's impossible to find the service ticket you should be working on quickly. See attached image for what I mean.
1 voteThis is fixed and will be available in the next release of MSCrew (iOS and Android).
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Required Field options
Make all fields (Salesperson, Service Type, etc) available to be selected as Required Field in the registration, 'On Book'.
2 votesMaking all fields available as required fields is too big of s scope for us to take on at this time. We have added the two fields you specifically mention (Salesperson and Service Type) in release 2017 r12 as well as a handful of others. Please see our release information to get all the details.
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Text users from moverssuite
Many customers prefer to only receive texts instead of calls and be able to reply to them. A way to text from Moverssuite and have responses saved back to Moverssuite. Also to build on that. automated texts about crew arrival times or follow up survey questions that saves and tracks replies.
9 votesLook for our new shipper texting function in release 2019 r05, expected to release on 3/11/2019
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Make valuation a required field
allow for valuation to be a required field.
2 votesThis has been completed!
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In the MoversSuite Email - We would like the Participating Agent's Emails to be available through the To: button. We would like to be able
In the MoversSuite Email - We would like the Participating Agent's Emails to be available through the To: button. We would like to be able right click in DM and send to email and be able to choose at least 2 email contacts from the Agents tab. Right now you can only click one and only through the agents tab email button.
1 voteThis has been fixed and is now in testing. Look for this change in release 2017 R01
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Please add discounted linehaul as a field you track in order history.
Please add discounted linehaul as a field you track in order history. It seems like almost every field you can see how it was changed, except this one.
2 votesLook for this and other fields added to Order History in release 2018 r22
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Eliminate the copy order function completely.
When orders are copied from old orders the person copying the order does not edit details therefore we have things posted incorrectly and must be corrected by billing/accounting when the error is discovered which takes a lot of unnecessary time.
17 votesIn release 2016 r08 which should ship on 4/10/2017 customers will have an option to turn off the duplicate order functionality. This setting either allows duplicate functionality or turns it off for you entire organization.
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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 -
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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Add a double check question when changing the MSS Order Status to Cancel. It is too easy to cancel a move accidently.
Before the Status change updates, have the system ask "are you sure you want to cancel this move?". You would have to Click yes to cancel it.
6 votesA flag is available that you can set on your cancel Order Status value or values that requires someone to provide a reason why they are cancelling the order. When this flag is set, a person must select a reason in order to continue to cancel the order. They also have the option to back out of cancelling as well (by pressing Cancel). In other words, this provides a confirmation to anyone that is cancelling the order.
To ensure that they receive this prompt, in the Admin Tool under the Administration category, open Order Status and then verify that the “Is Cancelled Status” flag is set on all records that you consider a cancelled order; having just the one “Cancelled” status having this flag set is fine, too.
You can modify the list of reasons that a person can select from when they are cancelling the order as well. This…
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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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Change the misnomer label of "SIT to Perm Date" in both SIT Info sections of the SIT/Recurring Billing tab to "Authorization Ending Date".
The nomenclature "SIT to Perm Date" really is a conversion date, not a billing authorization ending date. As I understand it, this field currently shows the calculated date that the current number of days authorized for billing ends upon. The conversion date, or SIT to Perm Date, is a different thing more related to liability than billing; however, it is a very important storage management date that also needs to be tracked. Of note, the conversion date (SIT to Perm Date) is typically, but not always, the 180th day of SIT. So, really, in addition to changing the nomenclature of…
1 voteIt was just changed to SIT Expiration
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Problem with “DUPLICATE ORDER” feature: The information currently copied over is sometimes undesirable for re-use
Problem with “DUPLICATE ORDER” feature.
Problem: The information currently copied over is sometimes undesirable for re-use, and also difficult to locate and remove, thereby leading to contamination of a new order. I submit this would be a much more useful feature if each agent could define which fields are copied over from the source order to the cloned order.
Solution: Realizing this cannot be customized for each Agent, recommend this would be ideally performed via an administrative utility whereby each Agent may define which fields are copied over, based on “Type of Move”1 voteWe have recently change the duplicate order functionality giving you a couple different options.
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Local Services
In local services tab in Order Information, display job start time and crew as set by local dispatch for each service.
5 votes -
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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Under the Find Order Tab add the selection by phone number
Under the Find Order Tab and the selection to find by phone number
4 votesWe have added the ability to find orders by shipper phone numbers using the Quick Find feature in MoversSuite. This functionality will be in release 2018 r20, expected for general release September 24th.
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1 vote
You will see this in release 5.21
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Note on the move information screen the person who booked the move
It would be helpful on the Move Information tab to list the user who booked the move. This could be listed with the date and time booked.
1 voteThis isn’t shown in the move information tab due to space constraints, but the info is available in order history
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Hauling Agent bookmark
Please add "Hauling Agent" bookmark. This would allow all three agents to be added to correspondence between participants. Thank you!
0 votesCompleted in a recent release…
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