231 results found
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QTG - Downloading OA Opportunity info to Mover Suite - UNITED is setup
abilitly to download OA opportunity information from Quotes to Go into Movers Suite. United has the ability to download. Just need Mover Suite to create the download.
2 votesThe QTG Opportunity download was added in version 4.6. What we don’t have yet is the local quote download…but the opportunity download is completed.
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add additional Salesperson field to the Account Profile. We split some accounts and it would be nice to have two fields for salesperson.
“Add additional Salesperson to Account Profile”. We have a few accounts that we split between sales people. It would be nice for the Account Profile to hold both Salespeople’s names.
2 votesThe ability to define Sales Teams via the Account Profile has bee added in version 2017 r12
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Downloading of International phone numbers
Make it so the complete number shows up automatically. Currently eveytime Unigroup enters the order it will remove everything except the first 3 numbers. We as MoversSuite users have to click in the phone number field to actually see the full number. I noticed that the way Unigroup separates international numbers is with a dot but I think that domestic might use dashes.
2 votesCompleted in new International Interface to be available soon.
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need order status column
would like to see a order status column when doing a search or job find example ( booked, pending,completed, billed, sit )
feel free to contact me if any questions2 votes -
Quote: Add a Note to Quote
When creating a Quote in MoversSuite there are several times where whats included in the entire quote and what is excluded. I would be able to do this with a Note section.
2 votesThis functionality has been added and is currently in Test. Look for this in release 2016 r18
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additional bookmarks
Origin & Destination Agent Country (necessary for international order letters)
Moving To - home phone
2 votesThese will be included in a new tool for building letters coming in release 2016 r11
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TASKS - PRIORITIZE/CATEGORIZE
I would like to be able to go into my tasks for the day and add a color to group certain tasks for the day. I could then use this to prioritize tasks (Red = High Priority; Blue = Low Priority) or categorize task (different accounts; marking tasks you want someone else to do from your workflow). I envision this working similar to the "categories" in Outlook.
2 votesWe didn’t use colors, but you can now prioritize your tasks.
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TASKS - DATE CHANGES
It would be helpful if the system would allow you to change the task due date for serveral tasks at the same time. You could select all of the tasks that you want to move to a certain day and then click the "Change Task Due Date". Then, you select the date.
2 votesWith our upcoming release (4.30) you now have the ability to select multiple tasks and assign them a new date, or postpone them X number of days.
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2 votes
With the coming updates to Payment Management. 5.04 …you can now apply to an AR document that did nor originate in MoversSuite.
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Add driver name to LD dispatch orders tab and all order reassign
After finding an order on the long distance dispatch screen and looking at it under the orders tab it does not have the driver it is assigned to listed. With trailers being reassigned all the time knowing what trailer number it was on is useless, it needs to show the driver as the trailer number may be under a different driver now.
Secondly I was looking forward to the update with the "reassign orders without deleting" because I thought when we switched trailers and drivers around it would make it easy to switch orders around. However, after looking at it,…2 votesRelease 5.20
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add type of account column in Long Distance Dispatch Module
A Long DIstance Dispatcher should be able to see what account the move is for as well as the discount of the move. There needs to be a column for each in the 2010 Spring enhancement.
2 votesWe were in the middle of some other changes and added the National Account and Discount to the grid. This will be in the Spring 2010 Release
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2 votes
New survey scores and dates have been added, an SIT discount has been added to the SIT screen…all fields now exist…just not on the same tab.
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Move Multiple Revenue Items on Invoice Screen
It would create effeciencies if a biller could select multiple revenue lines using the CTRL key and move them to and from the invoice screen when about to generate an invoice.
2 votesWe now have the ability to multiple select to remove items from the invoice.
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Cash Receipts
When inputting Cash Receipts and you have to use the Find feature for a customer or order number, it would be helpful if the find screen would show the amount oustanding on the results screen. This would help decide which invoice a payment would apply to.
2 votesRelease 5.03 has changes to Cash Receipts that will based on the customer number selected show you all orders/invoices that have a balance…along with the balance.
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In cash receipt...
Add to total payment option per order
2 votes -
Notes - Attachement capabilites
Allow documents/images to be attached to a note.
2 votesThe Document Management module has been completed and released.
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Commission Statement Detail
I would like to have additional columns added to the Commission Statement Detail (Bus. Category - Financial) table from Enterprise BI. The columns I need are from the Order Information (All Orders) (Bus. Category - Order Information) table. I would like the Commission Statement Detail table to also include the ability to select from the BI Tool the columns: LeadSource, TypeOfMove, Commodity, Authority Type.
1 voteThe fields are available for this view in Version 2023 R06 of MoversSuite.
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Order History - include Revenue Clerk
In Order History, we would like to see the Revenue Clerk changes. As times change and we grow the data in Movers Suite is extremely important for it to be accurate. We have required Account Profiles on every order and we have set up our default Revenue Clerk based on the Account Profile. I am still finding orders where the Revenue is not correct. The revenue clerks have tasks/reports to help them find their orders. (We want all revenue clerks to work out of Document Management, not waiting for paperwork to appear on their desk.) I need to see how…
1 voteThis improvement has been added to MoversSuite at 2022 R09. Thank you!
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BI Tool View Update
Would it be possible to add journal date to the view Order Information?
1 voteJournal Date available through "Revenue Entry" and "Revenue Entry Revenue Only" views. You can group by order number, etc.
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BI Tool SIT View
I would love to see Order Status and Revenue Clerk in the SIT view in the BI tool.
1 vote
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