561 results found
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Automatically put the Workticket in DM when one is created
We have so many people that need access to the Work Ticket - My main issue is that you need full access to Local Dispatch in order to create a work ticket (I would love this to be fixed), but I have people that just want to view it after it has been created too. I think that this could easily be fixed if when it was created it was automatically uploaded to DM.
1 vote -
It would be helpful it the ability to edit the revenue items name within a revenue group was returned.
It is fairly common that a number of entries are make in error, for whatever the reason, and, if we are able to change the name to DO NOT USE, audit time will not be wasted trying to figure out what the revenue and adjustments are.
We can still do it with the Edit Revenue Group screen where we click the SAVE button that’s beside the CANCEL button but the SAVE button was removed from the last upgrade from the Edit Revenue Item screen with only the CANCEL BUTTON remaining.
3 votes -
Packing automatically download into MS
This may require a change to the packing module. However, allow the packing quantities to be imported. The packing list should be the one that is listed within quotes to go (from the finalized estimate.) Lastly, I would like to see a new column for PBOs to come down and updated within this same module. But, this needs to be done on all jobs and not just ones that the booking agent / common owner agent is the OA on due to our drivers do packing all over the place. With these changes, the long distance work-ticket needs to be…
5 votes -
In Revenue Entry when enter a new revenue item after choosing the rate type you should be able to hit tab or enter to get to the Quantity
When we are adding a Revenue Line Item we press tab to get to the next field. Once we choose the rate type, we need to press enter or else the tab goes back up to the branch. Also hitting tab does not always make the Rate Type properly active.
4 votes -
Allow user to delete a note if entered in the incorrect file
Allow user to delete a note if entered in the incorrect file as you now are able to in Doc Mgt
2 votes -
Add the ability to see the last collections activity date in the AR Collections Inquiry grid
Add a column showing the last collection activity date on a customer/invoice. This would allow a manager/collector the ability to get a quick view of what is being worked on or might be missed.
4 votes -
Create a template option for the AR Collections Inquiry screen
Allow users to create templates for an aging. Right now it's very tedious to go in every time and select what columns/information you want to see.
2 votes -
Bookmarking/editing
Open up Type of move to be book marked and allow users to modify/add to the existing work ticket to customize with verbiage that best fits their needs.
1 voteType of Move is currently a bookmark. Part 2 of this request is to open up the Work Ticket and that is exactly what we plan to provide in the next few months.
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Add work ticket column to Transactions tab in Revenue Entry
We are trying to allocate revenue to every work ticket. It would be handy to see the work tickets currently assigned so that we can be sure all work tickets have been accounted for when transactions are entered.
7 votes -
AR Collections- Be able to Separate Collectors on Class ID's for different Branches
If we have different offices that are working with the same customer, we use the same customer ID. It would be great to be able to assign the collector based on the Class ID and the branch.
1 vote -
ability to run a report to see how much revenue was entered by each person that generated revenue, not just the Revenue Clerk.
We will have a few different Revenue Clerks on the same order. For instance if we performed OA work then 1 person enters that revenue, if we hauled the shipment another person enters that revenue, if it is a booker release order then someone else actually audits and sends the invoice, if it goes into storage someone else enters revenue. I would like to be able to get a more accurate account of how much work is actually being processed by each person. Please let me know if there is anything currently available that i could use.
1 vote -
Include a Link to MS Order from Dispatch Status Auto Email
Include a Link to MS Order from Dispatch Status Auto Email. We utilize the Dispatch Status field for crew ETAs. Once operations updates the Dispatch Status an auto email is sent to the CSR. It would be helpful if there were a link to that MS order included in that email.
2 votes -
Add the Sales Person, Surveyor, and Revenue Clerk to the Local Dispatch Grid
Add the Sales Person, Surveyor, and Revenue Clerk to the Local Dispatch Grid.
Local Dispatch is a great place to see what orders happened in a set time period. It would be nice to be able to sort orders based on the Sales Person, Surveyor, and/or the Revenue Clerk for a certain time period.
3 votes -
Automatically populate state and city when entering zip code
When entering the origin and destination Zip Code, can we have the city and state pre populate like it does on Techmate? It would make it easier to focus on the customers needs instead of having to open other windows to find out where they are coming from and going to.
5 votes -
The long distance dispatch is a great tool for transit reports, but it also helps us with quarterly reporting to our clients. Since long di
The long distance dispatch is a great tool for transit reports, but it also helps us with quarterly reporting to our clients.
Since long distance dispatch pulls data from different fields found in order information, I would like to see the lead type added to the long distance dispatch.
Why? Lead source helps us specifically identify what client we are working with. This is particularly important when we work with accounts that send us more than one client. For example, if my national account sends us 15 clients and wants reports on each, having the lead source added to the…
3 votes -
automatically upload emails/attachments to notes if an order is in the subject line
If an email is sent and contains an order number in the email, then it would automatically be uploaded into the notes for that order number. This is common with salesforce applications and another mover software that we looked at. This would dramatically cut down on the amount of time needed to input orders and all information would be archived for an order for all users to see. If there is an attachment then that attachment would also be uploaded into document manager. If you would like to add one control, then you could require that the email CC an…
23 votes -
Deleting erroneous deposits
MSS needs to enable deleting erroneous deposits by users of a certain level of user security. There are many times when a new user, or a new company just learning, are entering deposits that are either duplicates, entered incorrectly, etc. that just simply need to be deleted in MSS. GP offers that functionality but we cannot reflect the removal of the erroneous deposit in MSS without having someone from MSS do it for us.
1 vote -
Credit Card Refunds
Make an easier process for inputting credit card refunds. The cash receipt function should allow a negative balance as there will be times we may have to wait a month or more for a large credit card refund to be able to be posted in MSS because you have to pair it with another cc deposit that is larger.
2 votes -
Save and Add Group from the Add Revenue Item Screen
I see that you have added Save and Add Group to the Item Group screen but adding it to the Revenue item screen would be a lot more helpful that way we do not need to exit the item screen to go into a new group the flow would be a lot better.
17 votes -
Please modify the report viewer to have the ability to open without having to save it first. This is creating extra work load for us.
Please modify the report viewer to have the ability to open without having to save it first. This is creating extra work load for us.
3 votes
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