30 results found
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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 -
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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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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Problem with “DUPLICATE ORDER” feature: The information currently copied over is sometimes undesirable for re-use
Problem with “DUPLICATE ORDER” feature.
Problem: The information currently copied over is sometimes undesirable for re-use, and also difficult to locate and remove, thereby leading to contamination of a new order. I submit this would be a much more useful feature if each agent could define which fields are copied over from the source order to the cloned order.
Solution: Realizing this cannot be customized for each Agent, recommend this would be ideally performed via an administrative utility whereby each Agent may define which fields are copied over, based on “Type of Move”1 voteWe have recently change the duplicate order functionality giving you a couple different options.
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1 vote
You will see this in release 5.21
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Note on the move information screen the person who booked the move
It would be helpful on the Move Information tab to list the user who booked the move. This could be listed with the date and time booked.
1 voteThis isn’t shown in the move information tab due to space constraints, but the info is available in order history
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Task Completion
Small issue...just anoying. Since the update everytime you check off a task it sends your cursor all the way to the bottom of the list causing you to have to scroll back up each time, causing waited time. Just thought you could let them know for their next upgrade they could fix it to be like it use to be. It use to stay in the same position after completing a task.
1 voteI believe this has been fixed in more recent releases. If you have upgraded lately please let us know if you still have this problem.
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Add an eMail button for Surveyor
Add an eMail button next to the Surveyor or Survey Date so you can set Outlook appt for a person other than Salesperson.
1 voteThe OA Surveyor is available in our new Email system.
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Commission Type of miles
When setting up a commission plan give the ability to use miles in the Commission Type to be able to pay 3rd Proviso drivers which is becoming more popular.
1 voteRelease 2018 r7
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Hauling Agent bookmark
Please add "Hauling Agent" bookmark. This would allow all three agents to be added to correspondence between participants. Thank you!
0 votesCompleted in a recent release…
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