231 results found
-
Task Improvement
Add the time that a task was completed not just the date so that we can see when it happend, also when you press complete task have it open up a note box that can be filled out but is not required so that when they complete the task they can say talked to Mrs. and she said that all the packing is done. etc.
17 votesWe have completed a number of the task changes we had wanted. With release 4.50 you will be able to attach a note to the task. We are also now capturing and displaying more information on tasks…such as the date and time it was completed.
-
Agent be automatically entered through download
I would like for the Agents to be automatically entered into MoversSuite, just like the NA#, during the UniGroup downloads. The agent should be added to the Agents if it is not in there instead of creating a download error.
17 votes -
Allow users to easily move an order from one trip to another.
Currently the user has to remove an order from a driver and then re-assign that order to move it from one trip to another.
16 votes -
Emailed invoices from recurring billing don't save to Document Management
Right now, invoices emailed when recurring billing is run do not save in document management. We need that fixed.
14 votesImplemented as part of MoversConnect Email in 2022 R23.
-
Military Bookmarks
Please add bookmark for "code of service"
14 votesCode of Service is available as a Letter Management bookmark. It is documented under the Military group when inserting bookmarks. This field has been available for quite some time.
We also recently added SSN to display a obfuscated SSN that includes only the last four digits of the SSN. This change was completed back in 2016.
-
-Ability to Enter Email/Send invoice from Revenue Entry to customer
add an email field to the billing info tab. Be able to send out/attach an invoice directly from the revenue entry module to the email address that was entered in the billing info tab.
12 votesA new email system has been added to MoversSuite that enables a lot of new email functionality. Look for it in release 2016 r12
-
Urgent, Urgent, Urgent------WeekHrs on Local dispatch
In local dispatch the crew list has a column for "WeekHrs". I understand that the week is set for "Sunday through Saturday". I think the date field should be updatable by each software purchaser to their particular payroll week. For example our payroll week is Thursday through Wednesday. It would be excellent to be able to see in this grid how many hours a crew member has already worked in the "payroll" week to control overtime. I understand that a report can be run, but to see it here live without having to run a report would be optimum.
12 votesThe development for this has been completed and is currently in Test. Look for this functionality in release 2016 r18
-
Work Tickets in Revenue Entry
Want to be able to view all services, who did the service, & service date at the same time without having to click on each service individually.
12 votesImprovements have been made to the Local Services grid in Revenue Entry. You can now see the crew assigned in the grid as well as the service date. We also added a right click option to view the workticket. This will be included in release 5.03 which goes into testing on 8/29, beta two weeks later and should be released on 9/12.
-
In Payment Management - Do not auto-apply positive "P" payments
When entering items on a Van Line statement if you use the payment code "P" for a credit amount it auto-applies it to something that you don't specify and puts a check mark next to that item. I would like this to stop happening.
12 votesWith the new PM Apply dialog we are no longer doing anything to positive P payments by default. The new dialog is currently in internal testing and will be going to BETA in the coming weeks. Look for this in our next full release.
-
Allow item description editing.
As long as an item code was note attached to an invoice you were able to change the description. The function has been disabled as of the last update? Can you adjust this so we can update our descriptions again?
11 votesWe figured out what happened and have made corrections. You will see a fix for this in release 2016 r11
-
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
-
Being able to edit the order number in case it was entered incorrectly
Being able to edit the order number in case it was entered incorrectly. This would save a lot of time and efficiencies if we could correct the error vs. having to cancel, and recreate the entry.
9 votesYou will have the ability to re-book orders to change order numbers in release 5.22
-
9 votes
All of these bookmarks have been added to our new Letter Building tool which goes to Beta next week. The additional bookmarks will be in release 2016 r11
-
Navigation improvements
Various improvements to navigate modules within Mover's Suite. Such as:
-Back button to return to previously open order
-Hotkey navigation
-Toolbar-type navigation on top or side
-Possibly ability to open order in new window9 votesWe have added a most recently used orders functionality that allows you to return to a previous order, we have been added hot keys to modules as we work on them, and have added our new popup navigation to move between modules.
-
Add the ability to add a revenue item from the revenue group dialog..
When adding a revenue group add option to add revenue item. At this time you must save the group and then add the revenue item. Thanks Drew
9 votesThis has been completed and released.
-
Billing Date Default
When generating revenue if billing date is not entered enter current date of generation as the billing date.
9 votesWe are still hesitant to automatically set the Bill Date. But we have recently added the ability for the user to do it with a simple click after they have generated transactions. Please look at the screen shot of the dialog that comes up in Revenue after generating transactions. This is going to beta soon and will be included in our next full release.
-
Duplicate Order - Increase functionality
Have an option when creating a duplicate order that would ask what level of duplication the user would like. For example the options might be Name and Address Information, Name and Address information and Move Information, and All information except Notes.
9 votesThis is going into Beta this week.
-
Operations - Clear multiple services at once
Have the ability to clear more than one service at a time in Operations to include for multiple orders.
9 votesThis has been completed and will be available in our next release (4.1)
—This is planned for the Fall 2011 release. -
AR Balance Summary - Revenue Entry
Display the customer number next to the customer name on the AR Balance Summary screen in the Revenue Entry program/Summary Screen.
9 votesThis has been completed and will be included in release 5.03 which should be released 9/26
-
Service date should default to "single date" instead of TBD. Single date is used more on a daily bases.
Service date should default to "single date" instead of TBD. Single date is used more on a daily bases.
8 votesChanges to this functionality are complete and currently planned in release 2019 r07 with an expected release date of 4/8/2019
- Don't see your idea?