558 results found
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Add a Shipment/Order Status Column (Booked, Completed, Cancelled, etc.) to the "Account Current Orders" Reports
Add a Shipment/Order Status Column (Booked, Completed, Cancelled, etc.) to the "Account Current Orders/Account Profile" Reports
3 votes -
automatically upload emails/attachments to notes if an order is in the subject line
If an email is sent and contains an order number in the email, then it would automatically be uploaded into the notes for that order number. This is common with salesforce applications and another mover software that we looked at. This would dramatically cut down on the amount of time needed to input orders and all information would be archived for an order for all users to see. If there is an attachment then that attachment would also be uploaded into document manager. If you would like to add one control, then you could require that the email CC an…
23 votes -
Add a discount percent field to the quote item
Add a discount percent field to the quote item
4 votesAn enhancement case has been logged for this request. Please reference MOV-5937 for updates. Thank you!
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Save and Add Group from the Add Revenue Item Screen
I see that you have added Save and Add Group to the Item Group screen but adding it to the Revenue item screen would be a lot more helpful that way we do not need to exit the item screen to go into a new group the flow would be a lot better.
17 votes -
Order Archive: add the ability to sort by each column (order #, Load Date, Delivery Date, and Shipper )
Add the ability to sort by each column (order #, Load Date, Delivery Date, and Shipper ) in ADMINISTRATION: ORDER ARCHIVE
2 votes -
Add invoice number into revenue entry transaction screen
We bill multiple invoices under 1 order. It would be helpful to see which transactions go to which invoices under transactions.
6 votesCase MOV-6049 was logged in 2021 to redo the entire grid within the Transactions tab. I added expanding the Invoice column to display the entire number and not just Y or N.
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Email Options: Read Receipts, Delivery Receipts, Direct Replies to
We would like to see more email options. When we send Invoices or other documents in an email we want to have some kind of confirmation that the receiver Received the email. We also sometimes have an entry level person send emails out, but we would like to have all the replies sent to a different email address. Please let me know if this can be done soon. :)
4 votesWe plan to deliver some great options and improvements to the emailing services in 2021.
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Show Equipment/Trucks in Dispatch Grid
Through local services we can request number of men, even the type of labor and the type of moving equipment. However, the moving equipment doesn't appear in the dispatch grid. We may have a job requiring 3 men, and 3 tractors w/curtainsides but unless you do right click, you cannot see that information. Doesn't make sense that dispatching software doesn't show you how many trucks you have committed on a single day
3 votes -
Offer a way to get an electronic signature from customers on document.
Like through RightSignature or Docusign. Would be especially helpful for locals that don't go through the van line eAcceptance process.
3 votes -
Add work ticket column to Transactions tab in Revenue Entry
We are trying to allocate revenue to every work ticket. It would be handy to see the work tickets currently assigned so that we can be sure all work tickets have been accounted for when transactions are entered.
7 votes -
Packing automatically download into MS
This may require a change to the packing module. However, allow the packing quantities to be imported. The packing list should be the one that is listed within quotes to go (from the finalized estimate.) Lastly, I would like to see a new column for PBOs to come down and updated within this same module. But, this needs to be done on all jobs and not just ones that the booking agent / common owner agent is the OA on due to our drivers do packing all over the place. With these changes, the long distance work-ticket needs to be…
5 votes -
automatically populate division on revenue item from order info screen in Revenue entry
In Revenue Entry, in order to go to the transactions tab you have to select a division on the order information tab. It would be very helpful if this selection would carry through to the revenue item code entry on the transaction tab instead of having to select the division for every revenue item entered.
2 votes -
Add the ability to see the last collections activity date in the AR Collections Inquiry grid
Add a column showing the last collection activity date on a customer/invoice. This would allow a manager/collector the ability to get a quick view of what is being worked on or might be missed.
4 votes -
AR/CC Reportings
There needs to be a report created that will capture all of the collections notes that are entered via the ARCC module that will populate the report that is available under Accounting Tools, AR Collections Inquiry. There is no way to monitor from the corporate level the collections activity by account or by branch other than to go into ARCC and open each customer and read the notes under every order. In addition, there is no functionality to even export this information. This needs to be corrected.
2 votes -
Expand All on Dispatch Screen
Why is there not an option to expand all on the dispatch grid? We dispatch a week out and every time we go into this screen, we have to expand each day individually.
2 votes -
In Revenue Entry when enter a new revenue item after choosing the rate type you should be able to hit tab or enter to get to the Quantity
When we are adding a Revenue Line Item we press tab to get to the next field. Once we choose the rate type, we need to press enter or else the tab goes back up to the branch. Also hitting tab does not always make the Rate Type properly active.
4 votes -
Long Distance Dispatch Assigning Jobs
Allow to select multiple shipments and assign to driver all at once instead of individually
2 votes -
1 vote
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Create a template option for the AR Collections Inquiry screen
Allow users to create templates for an aging. Right now it's very tedious to go in every time and select what columns/information you want to see.
2 votes -
Automatically populate state and city when entering zip code
When entering the origin and destination Zip Code, can we have the city and state pre populate like it does on Techmate? It would make it easier to focus on the customers needs instead of having to open other windows to find out where they are coming from and going to.
5 votes
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