556 results found
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ar inquiry tool
In AR Collection Inquiry Tool, the ability to develop a custom search and allow the end product to be saved for future use. Also, the ability to expand all customer accounts without the complete billing detail. Only show customer name, order number and open invoice numbers.
3 votes -
Allow a field to be used for the original invoice # when a credit memo is issued to link the two
When we issue a credit memo there is no where to enter in the original invoice number that the credit memo goes with. Having this information would make cash applications much more efficient and allow for automation.
7 votes -
Update order history instead of amending it on a duplicated order.
I think the main reason to duplicate is to save time on entries for a new order with a lot of the same info so you only have to enter a few things vs. a whole new order.
The order history also duplicates, instead it should update. Update with the new date of the duplicated order and update as the fields are edited so that the order history only reflects a history as if the order was created brand new.
1 vote -
automatically open texting when MS is opened
It would be good to have the option by user to have texting open when MS is opened.
2 votes -
automatically open texting when MS is opened
It would be good to have the option by user to have texting open when MS is opened.
2 votes -
Match downloads to GBL
When we do not have an estimate for download from Unigroup to match and the order is being registered by the vanline and we do not have the order number yet, can the downloads be made to search for the GBL number on the Military page to match to our Lead?
2 votes -
new column needed
Add the column for Customer #. We create tasks for credit checks and if there was a column with the customer # or name that is attached to the order that would be helpful
2 votes -
Revenue Entry: Reverse and Reverse All buttons - Include a note attached to each line that was reversed.
Revenue Entry: Reverse and Reverse All buttons - Include a note attached to each line that was reversed.
As someone who audits revenue, I want to see why revenue or commissions are being reversed or adjusted. I would like a note to be added at the time the button is pushed instead of click on each note for each line item that is being reversed or adjusted. This is very time consuming.
5 votes -
MS Texting: When you open this you should see any active conversations
MS Texting: When you open the MS Texting, the previous conversations should automatically populate. What happens if you close out over night and someone responds? Unless you open that order again you will not see the response. Maybe open anything active for the last 30 days or 10 days? Not sure what a good time frame would be.
2 votes -
Revenue Entry: When making a Group Function Reverse be able to add a note that would add to each entry created.
In Revenue when using a Group function to reverse commission entries, I would like to be able to add a note that will be entered with each entry on the commission line item. Basically add a reason why I am reversing the entries. Right now I have to click on each Note icon and add the note. This makes the process very time consuming so most people don't add a note as to why they are reversing the commission, but this is important to know why.
5 votes -
Have more functionality in Payment Management. Be able to see all payments posted for a particular shipper and how they were applied.
I would like the ability to type in a customer/account number, set a date range, and see a report that shows me all the payments received and to which invoices those payments were applied.
3 votes -
Need bookmark that includes “Billing Information City, State, and ZIP” all together as one, rather than having to bookmark all 3
Need a bookmark that includes “Billing Information City, State, ZIP” all together as one, rather than having to bookmark all 3 in a letter.
2 votes -
Address Search
It would be nice to have a field "address" added to the Find box on the Order Information module.
4 votes -
Add Mobile Mover Integration
We would like to have Mobile Mover integrate with Mover's Suite. This would allow us to send the move information that is already in Mover's Suite to the Mobile Mover application instead of manually entering it into the app.
8 votes -
Add a field in the sit screen that auto calculates days in sit
When actual dates in and out of sit are entered it would be nice if there were an actual days field that auto calculates the days in sit including the 1st day. That way it can fill in the number of days field on the 619-1. Also the current days field could be changed to days authorized to make the difference clear.
7 votes -
Expand availability to other Service Industry beyond Relocation
I spent nearly 20 years using MS in the transportation industry. I have moved over to a labor only furniture installation company.
This employer was not computerized I immediately began looking for a service software that was user friendly and as comprehensive as MS and it's been a struggle.
I am in the process of converting them over to "Service Fusion", which most closely provided many of the services I found useful in MS. Unfortunately, it is still not quite right and I miss my Operations / Dispatch, notes, accounting and more.
The one feature Service Fusion has that I…
2 votes -
TEXT MSG POSTING
ALL TEXT MESSAGES NEED TO POST INTO NOTES. ANY TEXT WITH THE CUSTOMER MUST TRANSFER UNDER CATEGORY TEST MSG. This is very annoying that it does not and will not allow a screen shot either.
6 votes -
AR Collections Inquiry: Add RevenueItemPostedBy to the grid to sort by
AR Collections Inquiry: Add RevenueItemPostedBy to the grid to sort by
I would like to be able to sort by the person who entered the revenue. So if my name was there I could see what orders I billed are still outstanding.3 votesWe've had this one on our radar for a while and hope to get to it soon. Please reference case MOV-6091 for any inquiry.
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Find Orders: Once I have filtered the type of orders I am looking for I would like to be able to export that list to Excel.
In Find Orders: Once I have filtered the type of orders I am looking for I would like to be able to export that list to Excel.
2 votes -
Freeze Panes
I'd iike the ability to freeze columns on local dispatch day page so they stay at the left of the screen as you scroll right. For example, this could allow us to freeze the Shipper's Name and/or Crew Names in place so we could see them as we scroll for more information on the job.
3 votes
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