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MoversSuite Enhancements

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MoversSuite Enhancements

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59 results found

  1. We need to be able to change a status or void a note when it's entered on the wrong order.

    69 votes

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  2. It would be nice to be able to double click on a task and it open up the order information

    39 votes

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  3. For example, a person would be able to check local dispatch, revenue accounting, and customer service types for a single note. This would allow dispatchers and billing clerks to filter for local dispatch notes or revenue notes without requiring the coordinator to enter multiple notes.

    34 votes

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  4. Add the packing date to the label report attached to the Print label button under the order information module.

    16 votes

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  5. Would be nice to have the ability to do a search by email address

    7 votes

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  6. The MS email program is great, but we had to stop using. Not having any contacts in the program hindered us too much.
    Suggestions-
    One is to have something similar to Outlook when the user manually adds an email address, save that somewhere so it can be used for future emails.

    Another option is to make any email address on the personnel table available on any emails in MoversSuite.
    Or something to that affect. Some kind of address book people can use within MS.

    7 votes

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  7. We would like the ability to build drop down lists to limit the data that can be entered into the user defined fields in Order Information

    6 votes

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  8. If MS had the function to email the customer a custom survey once the order is complete, that would be awesome.

    6 votes

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  9. When hitting Find and then going to Dispatch information to look for orders it would be nice for International to have the option to search by From COUNTRY and To COUNTRY and not just State or Area.

    4 votes

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  10. It would be nice to have a field "address" added to the Find box on the Order Information module.

    4 votes

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  11. Please add "Estimated Amount" field to Field Requirement's in administration as an option. This will useful for our billing efforts as well as other reporting.

    4 votes

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  12. I have the hardest time, remember to look for the three little dots (...) when looking at the Crew Names in the Local Services Tab. I Didn't even notice them for years. And even with a post-it, it's hard to remember to look every time. I understand that keeping it to 3 lines, maybe be nice for dispatch screen, but when in the order screen I would like to see all crew members, all the time.

    4 votes

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  13. similar to when buttons are bold when there is info behind them, can this also be done for the tabs in Order Entry and/or Billing?

    4 votes

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  14. When a Note is long put a scroll bar on the Notes window to scroll down thru the Note instead of having a window pop up which may not show the whole note anyway.

    4 votes

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  15. user defined fields - Please add more System Wide User Defined Fields

    3 votes

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  16. We are looking to commission multiple individuals throughout the lifetime of an order. Right now our options are the salesperson as well as the OA surveyor. However we also want to be able to commission on lead generation through MoversSuite.

    At the time this is accomplished by setting the salesperson, running the commission routine and then changing the salesperson to the referrer and re-running the commission routines.

    This unfortunately is very cumbersome as well as skews our ability to report on things like lead or sales commissions.

    2 votes

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  17. Need the ability to attach multiple documents to an order at once (similar to MS Outlook). Whether it's drag and drop or multi-select. Attach multiple docs under a single category, doc names should just assume the name of the file name.

    2 votes

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  18. Right now the credit limit notifications only take into consideration a customer's current A/R. It would be helpful if when booking a move the notifications take into consideration the customer's current A/R and the estimated charges on the order that the move coordinator is attempting to book. Basically adding the two numbers to determine what, if any, notification needs to be sent or the customer blocked from booking to it.

    2 votes

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  19. It would be good to have the option by user to have texting open when MS is opened.

    2 votes

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  20. It would be good to have the option by user to have texting open when MS is opened.

    2 votes

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