553 results found
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credit card
Each attempt to pay via credit card link should create a note if approved or declined. Customers reach out and we have no knowlege of attempts if we can't see them. We live in notes so that would be super helpful.
1 vote -
Cell Phone Number Required Field on Book
Make Cell Phone number a required field when booking an order
1 vote -
Docviewer in Collections Module
Can you look into connecting the "DocViewer" to an AR Credit & Collections Customer? The thinking is it would be nice to upload the "Receivables Report" that a collections rep sends to each customer. That way, if the customer reaches out when the rep is OOO. Someone else can easily send the same report again without having to recreate it.
2 votes -
Filtering Claim Status
You should be able to filter the status options for the claim by alphabetical order, not by creation date. The way it is now makes it hard to navigate should you have a bunch of options.
1 vote -
Allow us to select multiple claims at once and update their status
I have old status's that I am trying to change, and the viewing window does not allow me to press control and select all so that I can change the status of the claims all at once. In order to delete an old status option, it cannot be in use.. so to have to individually go through thousand of claims is not really an option. I also do not want to just change the one in use either, as it does not pertain to every claim I am selecting.
1 vote -
Allow more email options when right clicking to send emails in the claims module
I would like to be able to add in other email address options that are available for selection when right clicking and sending an email in the claims module other than email 1 & 2. I would like to be able to have the drivers email, the agents email, etc. so that we can utilize sending information through the claims module in lieu of Outlook.
1 vote -
Add Liable Party Tab In Claim Items Area
Right now we have to toggle between the liabilities/chargeback section of the claim module in order to see who might be liable for the claim. I would like to have another tab added to the claim item status area that would reflect the driver/branch/agent that we have preliminarily assessed liability to for each item.
To piggyback on this - the bookmarks should allow all of the claim status tabs to be pulled from MS. I would like to see the claim item status, etc. when generating a report.
1 vote -
Input New Data Entry Areas For Tasks
Create data boxes so that we can document the repair firms name, date assigned to the order, and the date we receive the inspection report.
We should be able to generate tasks that are dependent on the dates input into those fields.
1 vote -
Can the lead source be made visible on the revenue module
Can the lead source be added to be visible on the revenue entry module? The billers don't use the order info module be need to know the lead source. It would be nice to not have to toggle between the 2 modules.
2 votes -
Have Customer show inactive in MS if inactive in GP
If a customer is marked as inactive in GP, that customer should not be able to be chosen in MS on new orders.
2 votes -
2 votes
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Inactivate Labor Type
We need to have an option to inactivate labor types. We can remove them but if there is a commission plan associated to that labor type it will not let you remove it. So the only option then is to delete the whole employee profile and rebuild it without that labor type and that is just asking for issues.
2 votes -
I wish that in the commission statement management, that the driver email would automatically populate for their profile without having to e
I wish that in the commission statement management, that the driver emails would automatically populate from their profiles. Much time is spent typing email addresses, and if by chance they go to the wrong driver, it creates huge problems.
1 vote -
enable a field in GP that we could input a cross reference.
When reconciling the bank deposits to the GL transactions in GP I am comparing 1500 lines in GP to 500 lines on the bank. It would be very beneficial to have a field to input the total deposit amount so that I could sort those items together.
1 vote -
Generic Revenue Import: Allow for paying Local Contractors with out having to dispatch through Local Dispatch.
Generic Revenue Import: Allow for paying Local Contractors with out having to dispatch through Local Dispatch. We are looking for easier more efficient ways to enter revenue and pay commissions as needed when we have to invoice in outside systems. We have current logistics customers where we have to dispatch -> invoice from their system. We still need to get that information in Movers Suite. With the Generic Import it would be great if we could have the import add commissions to the local contractor who performed the work without assigning them to the order in MoversSuite Local Dispatch.
2 votes -
Improvements on scheduled text messages
The default time is 12 AM. No one wants to send a text at midnight. We have an appointment confirmation we would like to send at 7 PM the night before. It would be great if we could specify a default time when we create the template. But if we can't do that, at least change the default time to something other than midnight :-)
Wouldn't it be awesome if these scheduled texts could trigger from key dates like the tasks do? So the day before the survey this text would automatically go out.
Also, allow us to set up…
1 vote -
Dispatch Equipment Colors
Dispatch would like for the color to turn orange (or a different color) when they check that the equipment is in the shop.
2 votes -
Add addition order info to AR Collection Inquiry
Please add to the AR Collections Inquiry: Move Type, Commodity, Order Status and Revenue Clerk.
1 vote -
Automobile Bookmarks in Forms Designer
Please add all Automobile detail fields (make, model, year, etc.) to Bookmarks in Forms Designer. Right now, the two current auto related bookmarks in forms designer are True/ False indicators, so when relocation coordinators send their confirmation documents for auto shipments, it only has the letter "T" instead of pertinent vehicle shipping information.
1 voteWe have this now on our planning board for the next batch of Forms Designer updates. Please reference MOV-6420 for inquires. Thank you!
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Equipment Type added to Long Distance Dispatch Grid
I would like to see the Equipment Type in the Long Distance Dispatch Grid
15 votes
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