577 results found
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Add capability of importing estimate from QTG into MS Quotes Tab
QTG holds rates for own authority as well as van line. Allow for the estimate information to import into quotes so ops can update actuals when crew returns then revenue can be imported into transactions easier.
9 votes -
Cash Receipts
Add a Save & New Receipt button instead of having to click Save and then New > New Cash Receipt.
1 vote -
Generic revenue Import
Add Quantity and Rate fields to the Generic revenue Import
1 vote -
Create a "Mass Update" for Rate Matrix
Create a "Mass Update" for Rate Matrix
1 vote -
Can you add to the Adim History tracker changes made in the accounting tab (Vendor IDs, Commission plan changes/updates)?
Can you add to the Adim History tracker changes made in the accounting tab (Vendor IDs, Commission plan changes/updates)?
1 vote -
sort recurring billing items for more professional appearance
Allow sorting of recurring billing items for a more professional appearance. Currently, it sorts it automatically based on the timing each item was added
2 votes -
download large files from TransDocs
We often have problems with TransDocs files not downloading to Document Management because of the file size. Please update the file size or reduce the file size and then download it.
2 votes -
Outlook Add-In
Our customers and coordinators like to have 1 email trail so all the information on their order is easily accessible. Movers Suite Email set ups are only for outgoing emails, and the emails do not stay in the same email trail. Creating an Outlook Add-In where a coordinator can choose the order number that the email is for would allow the communications to automatically be included in the order.
1 vote -
New Feature
On the long distance dispatch page, when a driver is assigned or status is updated it populates onto the order page. Today we have to update both pages to get the drivers name on the front page of the order.
Example: When I open an order and click on the status button I can enter a status and select driver from the drop down. Customer care checks here for update and assignments. On the long distance dispatch page clicking the status button does not have the dropdown. The drivers name is another series of clicks and again, once selected the…1 vote -
Download TWC Container Count Estimated and Actual from UniGroup Converge
Just a thought as you may be asked at mover suite convention. It would be great if they could add in there somewhere the number of containers a Snapmove order is estimated and actual containers. Currently there is no way to look this up anywhere in MS. We have to open up converge and then enter in the order number manually. MS shows the estimated weight and actual weight for orders but not the number of containers.
For example, Movers Suite shows this Container Move as being 5270 LB. That could be 5 TWC or it could be 3. Makes…
1 vote -
Automate reminder emails to customers when they have a past due balance.
Automate reminder emails to customers when they have a past due balance.
1 vote -
Automate confirmation emails to customers based on dates entered in Movers Suite already.
Automate confirmation emails to customers based on dates entered in Movers Suite already.
1 vote -
Credit/Bank Payment Setup
Under Electronic Payments in the drop down, can we change the box "Request e-mail when Online payment is received" to be automatically checked and then the e-mail is automatically added?
2 votes -
Compare Control Amount to Statement Amount before Generating Transactions
Can Payment Management "Generate Transactions" Warning message \process
"Warning
Are you sure you want to create the accounting transactions for this payment batch?"either
1) use logic to compare the Statement & Control Amount fields
or
2) also show the Control Amount and Statement Amounts on the Warning pop-upThis would give the user one last chance to notice that they do not match before the batch is generated with mistakes.
1 vote -
Add Equipment to Admin History
Add Equipment to Admin History so we can track who is making changes just like we can in personnel
1 vote -
we want to change the status in general field of equipment to include a category of Sold/Disposed
we want to change the status in general field of equipment to include a category of Sold/Disposed
1 vote -
Purchase Order Number (PO#) be included in Email Subject
In the Admin tool, under System Email, the Purchase Order # should be available to add to the customer emails. We have an account that needs to see the PO# in the email subject. This has caused the sending of the monthly invoices to be a manual process.
1 vote -
No character limits in Commercial work tickets service instructions area
I am a commercial coordinator. We have very detailed notes for our crews on work tickets. So many times, the space allotment runs out in the service instructions area and we have to create a separate document with all the notes for that ticket for the crew and then upload it into MS and assign to the crew so they see it all, we even print it in case MS goes down and the crew can't use their iPad. I think there should be no cut-off point for notes ever, in the service instructions. Can this be fixed to allow…
1 vote -
dispatch grid selection request
Can you add a selection to the local dispatch grid, so we can choose salesman as one of the selections? This would allow us to export a report for each salesman or see at a quick glance who the salesman is associated with each job. I can choose myself as coordinator (3 lines next to the date), and obviously other features I like to see at a quick glance. Screen shot attached. Thank you.
1 vote -
Correct the invoice message about detaching a portion
On the invoice form, there is a note that says "Please detach and return this portion with your payment. Thank you." Problem is, that message is on the portion that they are supposed to keep. Not a major problem, but looks silly.
1 voteCase MOV-7406 has been added for development to correct this phrase on all standard invoice reports. Suggested text is "Please detach the upper portion and return with your payment. Thank you."
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