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MoversSuite Enhancements

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MoversSuite Enhancements

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  1. Inside the Account Profile General Notes section, you can't use bold or Italics, or underline. It would be great to have this functionality.

    Even better would be font styles, and font sizes so we can really break up the information we would like to put in this "General Notes" area and make it easier to read.

    See attached for the current template of stuff we are putting in the General Notes Section.

    2 votes

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  2. 1 vote

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  3. I was wondering if you could have an icon or tab that directs you to a map on the origin or destination address, like the send email button. I feel this would be efficient during the peak season.

    28 votes

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  4. Add an option to print a list of all orders for specific Account Profiles under Reports/Customer Service.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  5. We are only able to type so much info under "origin" and so much for "destination". Can we add another column to enter "Additional Special Instructions" , this would print on the bottom of the BOL .

    1 vote

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  6. Adding the hauling docs received field to the local dispatch grid would let the dispatcher know if paperwork has been received or not, withouth having to open the order.

    2 votes

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    0 comments  ·  Dispatch  ·  Admin →
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  7. Allow Revenue Transaction Entry to jump from "Service field" directly to "Invoice Amount" field with one keyboard click (not mouse) (vs having to hit tab 12 times).

    5 votes

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    0 comments  ·  Billing  ·  Admin →
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  8. When entering items in cash receipts, it only list invoice number. When items are moved to payment management it only lists the order number. If something prevents the receipt from being applied in cash receipts, it does not bring payment over matched to the receipt. the user is then forced to use payment management to apply and look up all the invoice numbers,

    1 vote

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

    2 votes

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  10. Ability to copy documents from one order to another. When duplicating an order have the option to copy the documents to the new order.

    2 votes

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  11. Before our upgrade, we were able to see why type of cash receipt had been applied to an order...Ex..Credit card, check. This made finding that cash receipt very easy. After the upgrade, all the description says is "Cash Receipt" with the cash receipt #. You can look it up this way, but its just another step in finding the payment and seeing how it was applied. Going back to the way it was would be more efficient.

    1 vote

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    0 comments  ·  Cash Receipts  ·  Admin →
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  12. At the bottom of the sales revenue generated report there should be a grand total at the bottom.

    1 vote

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  13. From UVL PRIC, certain rating downloads (supplementals) have empty Load and Delivery dates. This download deletes the dates in Mover's Suite but it would be nice if those dates would stay as they match the main order.

    4 votes

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  14. 2 votes

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  15. 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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  16. Reasoning behind this would be that when the hauling documents are received, a task would prompt the revenue processor assigned to the order to process the shipment (Scan docs to corporate, book revenue, close order.)

    1 vote

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    We implemented a feature that allows you to create tasks when documents of a certain type are added to the system, either manually or through a van line download. This feature was implemented in MoversSuite 2020 R06 and is described under the Enhancements section: http://www.ewsgroup.com/moverssuite/support/onlinehelp/2020R06/#!WordDocuments/version2020r06enhancements.htm

    Let me know if you think this is a better solution than adding the Hauling Documents Received Date.

  17. We would like to be able to import a statement and apply it directly to an order to the default customer ID without touching all of the transacitons,

    1 vote

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  18. In Payment Management when applying a payment as an unapplied amount, change the default customer ID to the default customer ID on the order. Being a dual agent, its a very cumbersome process to apply a statement. When an Allied registered order is paid on a North American statement, it requires you to change the customer ID for unapplied amounts otherwise a transfer is necessary. Touching hundreds of transactions is tough enough and this would help a great deal.

    1 vote

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  19. set up new dependency dates of bill date and invoice date so billers can use tasks based on those dates

    1 vote

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    1 comment  ·  Tasks  ·  Admin →
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  20. 1 vote

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