233 results found
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In the MoversSuite Email - We would like the Participating Agent's Emails to be available through the To: button. We would like to be able
In the MoversSuite Email - We would like the Participating Agent's Emails to be available through the To: button. We would like to be able right click in DM and send to email and be able to choose at least 2 email contacts from the Agents tab. Right now you can only click one and only through the agents tab email button.
1 voteThis has been fixed and is now in testing. Look for this change in release 2017 R01
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shipment details in revenue entry
Add a button for Shipment Details to Revenue Entry so Billers don't have to go back to Special Services module to see the data.
1 vote2017 r05
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Purchase Order option to find orders
When searching for orders, it would be nice to have a purchase order option to find orders.
1 vote -
1 vote
This has been completed and released.
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In the task list add a dependency date option for "Estimated pack or load Date"
In the task list add a dependency date option for "Estimated pack or load Date".
1 voteRefer to the Dependency Dates of “Pack Date” and “Load Date.” These two fields point to the first date in the Range spread. Let me know if this is not what you were looking for. Refer to the Task Dependency Dates topic in the Online Help for a complete list.
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Revenue line items - ability to edit description after generated.
I am unable to edit a revenue line item description after it was generated. I did attach a 3rd party, but I did not include the item on an invoice.
1 voteHey Jackie, this was fixed in release 2016 r11. If you have r11 or newer and are still having a problem let me know. Thanks.
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I would like to see the EE fields become an option under the required fields setup
I would like to see the EE fields become an option under the required fields setup to help with the tasks use. If the users are not entered early on then things get missed. Ex. Sales, both coordinators, and revenue entry.
1 voteYou can specify the following when establishing Field Requirements (i.e. Required Fields) in MoversSuite: Logistics Coordinator, Revenue Clerk, Salesperson, and Transportation Coordinator. Each of these is validated when defined. Please let us know if there are any additional employees you want included in the Field Requirements.
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Self-haul - reference the Customer Name or Estimate # on the reply...this will be more convenient for the Customer Service Rep...
The response for "self-haul authorized" does not reference the Customer's name or Estimate Number.....
Also need to have the "No Self-Haul" response generated to the customer service rep.1 voteThe shipper name has been added to the email. This is in release 2016 r4
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Required Field - Revenue Clerk in Revenue Order Information
We would like the option to have this field a required field.
1 voteThis will be in release 2016 r11
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Required Field -Transportation Coordinator in Order Entry
We would like to have the option of making this a required field.
1 voteThis will be in release 2016 r11
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Need Container Management to have a customer name column.
The Container management window needs to include a column for the customers name!!!
1 voteLook for this in release 2016 r13
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1 vote
In release 2017 R01 you can know define that the due date of a task is tied directly to the completion of another task. This will be in our first release out in January 2017.
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duplicate order
On duplicate orders (reverse order option) the Consignor's and Consignee's information should be copied to the correct side. We currently have to cut and paste the data. This should include the contact name and phone number as well.
1 vote -
Allow Fasttrack & Windfall to interact with MoversSuite.
Currently Fasttrack and Windfall do not 'speak' with moverssuite. So we can't download an order (a non van line order) onto our devices to begin inventorying and we can't download an order into our windfall (warehousing system). Also, when the order is completed on the devices it would be nice to save/upload the documents directly into the order in moverssuite. Thanks!
1 voteAbility to email a CSV file to a driver to import into FastTrac has been completed and tested by Windfall. This will be in release 2016 r7
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create quotes using revenue group
To be able to start a quote using revenue groups as they appear in revenue entry screen. Then be able to choose/add the revenue item code from the drop down.
This would prevent users for choosing the wrong item codes and streamline the process for customer service.
As it stands, there are too many item codes to choose from. whoever is creating a quote gets confused and finds the process difficult. In addition,It would be helpful if quotes could import information from an external source or document. ie excel,quotes to go.1 voteCheck out the latest changes to the quote coming in 2016 r20; quotes are much easier to work with.
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Task cleanup
It would be nice to be able to clean up both the Task Definition and the individual tasks. At some point, without this, the number of Task Definitions is going to get to cumbersome to find the task you are look for especially when each customer could require it's own task definition to make sure everything gets handled correctly.
1 voteYou can now mark a Task Definition or tasks on that definition as inactive.
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Add service Notes directly into the Local Dispatch Center grid
Add service Notes directly into the Local Dispatch Center grid. Allow the dispatcher for the branch to add a note that can be viewed in the grid without selecting the Notes tab or having to review the notes in Day Notes.
1 voteIn release 2016 r3 we add a “service note” and this note shows up in the dispatch grid.
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Allow invoices to be back-dated or future-dated, not just dated on the day they are generated, please.
We have customers that need an invoice dated in the future, i.e., the first of the subsequent month or the first of the subsequent quarter for various reasons such as budgetary concerns.
This would also help allow accounting to start an invoice and come back to it later, and allow updating of the invoice date to the new date.
I understand that there might need to be restrictions to current open months, or something of the sort.
Thank you.1 voteWe allow you to choose the invoice date.
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1 vote
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Change the misnomer label of "SIT to Perm Date" in both SIT Info sections of the SIT/Recurring Billing tab to "Authorization Ending Date".
The nomenclature "SIT to Perm Date" really is a conversion date, not a billing authorization ending date. As I understand it, this field currently shows the calculated date that the current number of days authorized for billing ends upon. The conversion date, or SIT to Perm Date, is a different thing more related to liability than billing; however, it is a very important storage management date that also needs to be tracked. Of note, the conversion date (SIT to Perm Date) is typically, but not always, the 180th day of SIT. So, really, in addition to changing the nomenclature of…
1 voteIt was just changed to SIT Expiration
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