60 results found
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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 -
Support for multiple commissionable salespeople on a given order
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 -
Clean up Drop down Menu selections
Items that show up within drop down menus in moversuite should be able to be deactivated so they do not show in drop down menus. For example we have many lead sources that are no longer being utilized so we would like to be able to deactivate these items so the drop down menu is cleaner and easy to sort through
1 vote -
credit card
Each attempt to pay via credit card link should create a note if approved or declined. Customers reach out and we have no knowlege of attempts if we can't see them. We live in notes so that would be super helpful.
1 vote -
Cell Phone Number Required Field on Book
Make Cell Phone number a required field when booking an order
1 vote -
attachment
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 -
Need Logs indicator
I would like to see a need logs indicator in the Local Dispatch grid. This way the dispatcher could mark that a driver needs logs for a particular service. Another way to do this would be to put a free form notes column in the crew and or service portion of the local dispatch grid.
1 vote -
Attachments
It would be nice to be able to create a letter in forms designer and have an attachment with it so that when you use the letter the attachment would automatically attach itself to the email.
1 vote -
add a feature that when you accidently click on cancel. Instead of save and pop up window shows up and asks “Are you sure you want to cancel
When entering an order, add a feature that when you accidently click on cancel, instead of save a pop up window shows up and asks “Are you sure you want to cancel?”
1 vote -
Default Sales added to all orders
When a order is added in MS based on the branch of the order a default house account sales id would be added to the order. This could be changed if needed but no salesperson is added to an order the revenue associated to the order would go to the House Account bucket.
1 vote -
notes security
Add security to notes by Note Type so not everyone has access to a note. For example we would use a note type of Commissions for explanations how a sales commission was calculated, but we do not need everyone in the organization knowing how much sales people make.
1 vote -
Pickup Account Contact
Can you please look into picking up the <Type>DC</Type> section from the reference information that's pushed from Atlas to agents? This "Type" typically contains, at least for us, the National Account Contact that's associated to the order. The information is a part of the "References" section. I've attached a recent SUDS download to hopefully provide additional information.
1 vote -
Find Order by From/To COUNTRY
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 -
email search
Would be nice to have the ability to do a search by email address
7 votesSearching that include email addresses will be available with our MSWeb product.
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add the coordinator name in the text module
Add the coordinators name to the as one of the lines showing in the text dashboard.
1 voteGreat suggestion!
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Job Costing
It would be great to be able to add columns under compare orders reporting. Adding columns such as shipment weight, or origin address and destination address would be super helpful!
1 vote -
automatically open texting when MS is opened
It would be good to have the option by user to have texting open when MS is opened.
2 votes -
Credit Limit Notifications
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 -
Address Search
It would be nice to have a field "address" added to the Find box on the Order Information module.
4 votes -
automatically open texting when MS is opened
It would be good to have the option by user to have texting open when MS is opened.
2 votes
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