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MoversSuite Enhancements

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MoversSuite Enhancements

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58 results found

  1. In Find Orders: Once I have filtered the type of orders I am looking for I would like to be able to export that list to Excel.

    2 votes

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  2. 1 vote

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    0 comments  ·  Move Management  ·  Admin →
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  3. 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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  4. 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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  5. 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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  6. 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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  7. 1 vote

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    0 comments  ·  Move Management  ·  Admin →
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  8. Allow user to delete a note if entered in the incorrect file as you now are able to in Doc Mgt

    2 votes

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  9. Could you please include the "Job Start/Finish" Fields inside of the "Find Orders By" screen? Currently, if you are trying to find an order that originated in the office & industrial module. There is no way to know what time period the order is for.

    1 vote

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    0 comments  ·  Move Management  ·  Admin →
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  10. Empty Containers are often kept in the same location in the warehouse facilities. It would help to identify where there is available space.

    2 votes

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  11. 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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  12. 1 vote

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    0 comments  ·  Move Management  ·  Admin →
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  13. 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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  14. I would like Authority to be added as a category in addition to shipment type for the field requirements. This would help in distinguishing between local and interstate requirements. Also if you are able to add this I would like the registration date on the agents tab added as a required field.

    I am trying to avoid manually keying required fields that would otherwise automatically download from the van line.

    1 vote

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    0 comments  ·  Move Management  ·  Admin →
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  15. We have multiple branches and sometimes the wrong branch is entered when in revenue entry and you are putting in a revenue item. If it is not caught we get Trial Balance out of Balance between the branches and it causes a lot of time to find out which one it is. It is even worse if the statement processing has already occured and the payment gets applied to a revenue item with the wrong branch. Why does the system allow a branch number other than the order to be put into revenue entry. This causes us a lot of…

    2 votes

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  16. In MoversSuite Administration have the Group Duplicate function added to Move Types

    2 votes

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  17. 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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  18. We have multiple locations involved in a move. When duplicating the move we would like to have all of the documents in the duplicate order. Like we can included the order notes now, same idea just also be able to select to include the documents attached to an order when duplicating.

    1 vote

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    0 comments  ·  Move Management  ·  Admin →
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  19. Have a checkbox on each note (default checked) that denotes whether or not that note can be duplicated. Allows for notes that make no sense duplicated (Credit Checks for instance) to be kept off a duplicate order.

    1 vote

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    0 comments  ·  Move Management  ·  Admin →
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  20. We need to be able to change a status or void a note when it's entered on the wrong order.

    68 votes

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