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MoversSuite Enhancements

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MoversSuite Enhancements

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68 results found

  1. If a stg lot changes status (i.e. Perm to CC-Perm) we have to end billing and set up a new lot #. On the recurring screen the first number appears and you have to "know" to scroll and look for an active lot #.

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  2. When you are in the claims module you need to go back to the order information screen and pull up the order to print a label. If you are in the claims module and use the option under reports it pulls the last one and not the file you are on, and you cannot change.

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    declined  ·  0 comments  ·  Claims  ·  Admin →
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  3. When entering a Journal entry you can expand the fields and enter an explaination in the bottom line but when you review a journal entry later there is nothing to indicate that additional infomation has been entered. Would it be possible to have a "flag" or change the color to indicated there is additional information?

    Note: this is on a MS Custom Screen.

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    declined  ·  0 comments  ·  Admin →
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  4. Ability to choose who you are paying and the percentages they should receive. Also choose to either apply to all commissionable entries or choose the item code to pay the individual on.

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  5. When searching for a Cash receipt we can see the Check # and amount but not the individual amount on each line item in that application.

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    declined  ·  0 comments  ·  Admin →
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  6. When order status is changed, have the system generate an email to the coordinator.

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  7. Expand the Invoice lineitem description from 128 Characters to 1000 or unlimited.

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  8. Allow the ability for us to mark agents as preferred. Have this identifier visible on the agents lookup screens. Design a report that would show our bookings by agent with the ability to view only the Non-preferred agent detail.

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    declined  ·  0 comments  ·  Admin →
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