570 results found
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Add the Sales Person, Surveyor, and Revenue Clerk to the Local Dispatch Grid
Add the Sales Person, Surveyor, and Revenue Clerk to the Local Dispatch Grid.
Local Dispatch is a great place to see what orders happened in a set time period. It would be nice to be able to sort orders based on the Sales Person, Surveyor, and/or the Revenue Clerk for a certain time period.
3 votes -
Please add bookmarks for the Stored at Addresses from SIT
Please add bookmarks for the Stored at Address, stored at City, stored at State, and stored at Zip
1 vote -
add change of address process which can be offered as a service to your end customers
We would like to partner with you to offer a Change of Address service to your platform.
Robert
1 vote -
Required Note Entry for Task Completion
As Tasks are updated, require that that a Note entry is made. This would work in the same way as required fields.
6 votes -
In Revenue Entry, in the Commissionable Employees list, ability to view personnel documents
In the Revenue Entry Module, on the Order Information tab, the commissionable employees are listed. I would like the ability to view the documents that I am authorized to view that are attached to the personnel record. Each driver has a contract that they have signed. In that contract we have a commission "cheat sheet". Revenue clerks should be able to view that document within the revenue entry module without opening up another module or "admin tool". Please let me know if you have any questions.
1 vote -
Please modify the report viewer to have the ability to open without having to save it first. This is creating extra work load for us.
Please modify the report viewer to have the ability to open without having to save it first. This is creating extra work load for us.
3 votes -
ability to pay more than 1 sales person and/or OA Surveyor
Sometimes we have reasons that we need to pay more than 1 surveyor on an order, 2 different resident's, resurveys, etc.. Sometimes we have orders where the sales is split between a couple different people. It would be nice to have them both listed on the order. When we enter the commissions now and change the sales person you can't really go back and see the information correctly. See the attached file.
3 votes -
Include Office & Industrial's Job Start/Finish in the "Find Orders By" screen
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 -
Define account/user level restrictions and accountabilities.
Create order requirements so that only users authorized to work on an account can access orders being performed for said account. Perhaps a senior manager may have access to all accounts, but a coordinator or biller may only have access to specified accounts.
1 vote -
Multiple Haulers
We are only able to have one hauler on an order at a time. If another hauler is involved (sit in vs sit out, overflow, apu, ect), we have to add driver to pay them then delete off the order and add the other driver to pay them.
It would be great if we could have more than one and not have to keep going into local dispatch and long haul dispatch to remove and add numerous drivers.
2 votes -
Add the origin and destination city and state to the order number grouping header on the Commission Statement Report
We pay different commissions depending on where the service is located. It would be nice for an auditing position to be able to see the Origin and Destination or an order on the commissions statement so we know if the commission is correct without pulling up the order.
3 votes -
Enable first & last names to appear on the task list screen
Instead of solely showing the 'Shipper' column on the task list, which currently only shows the last name field, take the 'Shipper' column away & replace with a separate 'first name' column & 'last name' column, so each user can choose to view both or choose one to view on their task list.
EX: we utilize the last name field for who we're billing for a job on the logistics side. However, we could have multiple jobs for a given mover, so at a glance it gets confusing. The first name field we utilize for a description of the specific…
3 votes -
Allow task text to appear in varied colors to allow color-coding
Allow task text to appear in varied colors to allow color-coding. Allow 5 colors (red, orange, green, blue, purple; yellow would be too light to show correctly). OR, alternatively, add a column titled 'Categorize' to show a small square of color that you can assign to a task, similar to what Outlook allows you to do on e-mails.
3 votes -
Running total of liabilities/Chargeback amount added to claims column header group
Currently there are only 2 columns that create a running total of all claims dollar amounts. Settlement Amounts and Claimed Amounts. Both of these column create inconsistent and incorrect claim amounts to create reports from. Settlement amount are created only when a payment request is made through the settlement tab. Not all claims are settled by forwarding a payment. For example, Military claims are often offset by a chargeback against the funds owed to the account. In this case, a negative receivable is created (to balance a chargeback) versus a payment request made through the settlements tab. The 'Claimed Amount'…
1 vote -
Dates - Preventative Control
We would like to see a control in place to prevent clerks from incorrect keying in wrong dates which may be too far in the future or past to be a realistic date. For example, the system will allow a clerk to type in 03/30/2106 instead of 03/30/2016. Perhaps each company can set their own thresholds.
2 votes -
Net terms by customer should be displayed on Invoices accurately
Currently we can only select one term to auto-populate on our invoices. We would like to have each customer's terms display on invoices and calculate the due date and attached the appropriate late fee automatically.
2 votes -
Allow multiple commission plans to be assigned to one driver at the same time
It seems you would like an easier way to mass modify commission percentages on an item code on multiple plans versus one plan/one item code at a time. We would like to assign 3 commission plans to a driver: 1) Long haul trans and accessorials, 2) packing, 3) local & SIT work. Instead of having to go through each commission plan on about 25 drivers and changing the packing percentage on 30 item codes in each when a companywide change happens, we can do it once in one commission plan and apply it to each of the drivers without affecting…
2 votes -
Allow us to save custom views in the local dispatch grid
Once we have a complicated view with specific columns, groups, filters, sorts, etc., allow us to save it with a unique name so that we can have saved views for different purposes.
2 votes -
Screen should stay on the tab you are on when you go from one order to another.
If looking at the Transactions tab on an order, stay at Transactions tab on next order. I need to look at the transactions of multiple orders. I use the drop box, type my order number and hit Enter to get to the next order. But then I have to click onto the Transactions tab again. Staying on the same tab from order to order would help.
10 votes -
Prevent United from updating the shipment status history after delivery
Our customer service updates a shipment from "delivered to warehouse" to "out of warehouse" once it delivers to residence, but when our billers go into PRIC to do a distribution download, the United status overwrites our current status history record and the move shows "delivered to warehouse" again.
1 vote
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