Settings and activity
10 results found
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2 votes
An error occurred while saving the comment -
4 votes
An error occurred while saving the comment 
Randy Miller
commented
Hey Jackie B! Can you give us a little insight into how this would be used in your workflow? Is it a notification thing because people look more at notes and not the documents on the order?
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2 votes
An error occurred while saving the comment Randy Miller
commented
Cool idea, Denise, never heard that request before.
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17 votes
An error occurred while saving the comment Randy Miller
commented
Hey there Anonymous,
Thanks for the heads up, we'll take a look at the tab order on the revenue entry screens.
In the meantime, if you wouldn't mind updating your Profile to include your name, it would help provide us a better interaction than a blank face :)
Thanks!
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8 votes
An error occurred while saving the comment Randy Miller
commented
Good idea, JackieB. Do you make modifications to your reports for these types of things as well?
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Approved agents be available per Military GBLOC in a tab like Contacts. Could assoc for commissions.
2 votesAn error occurred while saving the comment Randy Miller
commented
Anita - Is the approved list mandated by the government or by the carrier? If the gov, where does this list reside and do you know if it can be obtained electronically? i.e. Does it get distributed to carriers today?
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2 votes
An error occurred while saving the comment Randy Miller
commented
Robin, does the user enter their user information into the scanner somehow upon scanning? I'm not familiar with functionality to allow you to do this, but perhaps it could be additional information printed out on the barcode cover sheet in addition to the order number?
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4 votes
An error occurred while saving the comment Randy Miller
commented
Jackie, besides it being a nice, quick way to see a total, can you expand on how you use this information once you have it? For instance, is a customer calling to ask you or are you totaling for invoice purposes, etc. Thanks!
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2 votes
An error occurred while saving the comment Randy Miller
commented
Chris, we've often found that the request for colors is in response to the application not being designed well enough to present the information in a way that you'd want. We tend to find the colors are a workaround for a deeper problem and the addition of them can actually cause more confusion (especially if multiple dispatchers throughout the company are not using them in a standard way). This may or may not be the case here, but I'd like to explore it to make sure we're solving the right problem.
What is it in particular that the dispatchers at your company would use colors for? If you were to ask the dispatchers what they "really" want to do, what would the answer be? (i.e. seeing all orders that are delivering today, all orders not assigned a crew or equipment yet, etc.)
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3 votes
An error occurred while saving the comment Randy Miller
commented
How would you want the invoice to look? For example, would each order be grouped into it's own section, or would the customer simply see all of the line items the same way, regardless of their order number?
Also, do you envision creating the invoice similar to how you do today, but maybe the screen shows a list of orders on the left hand side and the transactions for each of the orders? Or, is this possibly a new way of invoicing? To help us understand a bit better, could you please provide some examples of when you would need to use this functionality. (i.e. O&I jobs)
Jesse - It's my understanding that typically you'll split the auto portion of the move as its own order. In that case, wouldn't the delivery spread info for the order be sufficient to identify the spread for the auto? Thanks for helping me understand more about the process.