554 results found
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An enhancement request that would allow for file level messaging(emails, etc.) which saves at the file level within notes area.
With multiple people at multiple agencies working on individual customer files, having the ability to communicate effectively at the file level is absolutely essential. This enhancement request would allow for some form of standardized messaging capability within the file level notes. Currently, most people are using email and some are cutting and pasting these communications from their personal email in to the file notes of Mover's Suite and some are not. Creating this standard platform for file level communication would create efficiency in process and improve customer service since all communication on a specific file would be viewable at the…
1 vote -
Dispatching Crew Call Sheet
Dispatching Crew Call Sheet
This report should include employees not yet assigned to any job. This would help for last minute changes! Particularly when a crew member calls off, it would help to know who is available immediately from this list. Also last minute Jobs coming into dispatch. Important!!!
3 votes -
1 vote
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1 vote
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transactions- have to key branch and division, so after keying branch and tabbing over, it should take us to the division field.
after i've entered the branch and tab, it takes me down to the customer. why didn't it tab over to the division since it is a required entry?
17 votes -
Add Group BY Revenue Clerk to the Orders Not Billed report
On the Orders Not Billed report - I would like to be able to Group By the revenue clerk listed on the order. Most of the time people forget to put the billed date in and this would help get that information to the right person without looking up the order.
8 votes -
Allow an AR transaction to be split when creating an invoice
Currently multiple transactions can be grouped to create on invoice line item, but one transaction cannot be split to create multiple lines. This requires an invoice to be produced manaully by adding line items not associated with revenue transactions. Manual invoices don't appear on the AR collection report and it's difficult to see what is exactly being invoiced when multiple invoices to different customer IDs are being produced.
2 votes -
Could we please get a lager font on the invoice: DATE, INVOICE#, CUSTOMER# & PO#
Could we please get a lager font on the invoice:
DATE, INVOICE#, CUSTOMER# & PO#...... (lefthand side)As, this is the information the accounts pay off of..... And it's is the smallest print....
See your invoices for an example.....
2 votes -
Associate a date with liability-only transactions in the claims module
Right now we have to record a chargeback dollar amount that posts through the general ledger in order for a date to be associated with claims liabilities. We have situations where we want to update the liability amount but don't always have a change that hits the general ledger (our liability changes with the van line once we win a rebuttal, etc.). It's very difficult without dates attached to each line item to validate data against the van line.
17 votes -
Claims Module National Account Name is based on information typed in the Billing screen which produces inaccurate data.
Currently, the National Account in the Claims Module is based on the company name documented in the Billing Information tab of the Order Information Screen. The company that is billed is often times not the National Account and then the billing tab may be set up many different ways, so if the national account name is the one typed in on billing tab, it may be typed in differently (capital letters, all small case, the word "THE" in front of the national account name) for every invoice. Then, when pulling a national account report, every different variation for that account…
2 votes -
1 vote
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Able to create a file folder in document management that is password potected or has a higher level of user security
Create a file folder in document management that is password protected or has a higher level of user security. This would allow us to have customer's personal information stored in a secure file that is not available to all system users. Federal and state laws mandate that personal information is kept in a secured position. Penalties and fines are very high. We have checks, credit card, passport and other information that is gathered and maintained. A secured file within the order would be a welcomed location.
6 votes -
ability to inactivate a branch
Give the ability to inactivate a branch in revenue processing so an old/outdated branch cannot be selected
7 votes.
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allow ability to enter order # in Related Order # field
without using the search key-keep the search key as an option not a requirement
2 votes -
work tickets should SHOW that they are combined BEFORE transaction is generated.
Work tickets should show that they are combined in real time BEFORE you generate your transdcations.
1 vote -
Add a place to indicate Storage Coordinator in the SIT section of the SIT/Recurring Billing Tab
It would be helpful to have a place to indicate the storage coordinator/clerk in the SIT section and based on the date in and days authorized have the system send a notification in some form to the assigned storage coordinator/clerk several days in advance of conversion to perm date.
2 votes -
35 votes
We anticipate rolling out a web-based solution for coordinators by the end of 2021. We are hopeful that this new product will improve your screen space to work better for you.
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Allow Order information to load when double clicking move from task list
It would be nice to be able to double click on a task and it open up the order information
38 votes -
invoice
when you copy and invoice it would be nice if we could change the bill to
6 votes -
email option in notes
This would provide better communication within the organization, especially for requests that need immediate attention and also need to be recorded in movers' suite.
10 votes
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