555 results found
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Email customer survey automatically once order is complete
If MS had the function to email the customer a custom survey once the order is complete, that would be awesome.
6 votes -
Allow "Hauling Documents Received" Date as a Dependency Date for Tasks
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 voteWe 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.
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Allow Van Line Statements to Apply to the Order
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 -
Default Customer ID on Unapplied amount
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 -
new dependency date for tasks
set up new dependency dates of bill date and invoice date so billers can use tasks based on those dates
1 vote -
1 vote
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generate the potential customers email address when you receive an email with a new sales lead
ability to show the "leads" email address when a sales person receives the email for a new lead.
1 vote -
Allow the "Branch" to be changed...
Allow the "Branch" to be changed if incorrect branch is downloaded or chosen without having to call MoversSuite and convince them change it for us, because they are not supposed to. If the change can be done, why not allow the employee to make the necessary changes, without having to bother MoversSuite and take 30 minutes to an hour to wait for this change to allow us to continue working on this order. Because orders are never actually "cancelled", if the order has to be entered a second time using the correct branch number, we are left with a confusing…
1 vote -
Dispatching Crew Call Sheet
Dispatching Crew Call Sheet
This report should include employees not yet assigned to any job. This would help for last minute changes! Particularly when a crew member calls off, it would help to know who is available immediately from this list. Also last minute Jobs coming into dispatch. Important!!!
3 votes -
2 votes
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transactions- have to key branch and division, so after keying branch and tabbing over, it should take us to the division field.
after i've entered the branch and tab, it takes me down to the customer. why didn't it tab over to the division since it is a required entry?
17 votes -
Claims Drop Down Box for Claim file History does not work
The Drop Down Find Box in the Claims Module is not functioning. This same drop down box works well in the Order Information and provides all orders the user has accessed that day. However, there is no information accruing in the Claims Module. Without the function of the drop down box, the USE SEARCH CRITERIA FROM THE PREVIOUS FIND is also not helpful. Could you please correct this in the next update?
1 vote -
Have the option to include DOCS when duplicating an order.
We have multiple locations involved in a move. When duplicating the move we would like to have all of the documents in the duplicate order. Like we can included the order notes now, same idea just also be able to select to include the documents attached to an order when duplicating.
1 vote -
Additional box in Account Profile contacts
There are sometimes multiple contacts, billing, on jobsite, etc. An additional box that would identify which contact is which would be helpful
1 vote -
Capture the van location data from UVL
UVL currently provides van location (rudimentary GPS) data in their download stream. It would be really useful for Mover's Suite to capture that data so Dispatch and Safety have access to it.
1 vote -
From Chandra at Johnson's: He would like the capability to import a check number in a lock boc generic file import.
Here is his comment:
To add check number in the spreadsheet so we can utilize this lock box payment via a spreadsheet download and upload into MSS payment mgmt. We don’t know when this feature (CK#) is available but at least we need to voice our concerns to have CK# available.4 votes -
Add Group BY Revenue Clerk to the Orders Not Billed report
On the Orders Not Billed report - I would like to be able to Group By the revenue clerk listed on the order. Most of the time people forget to put the billed date in and this would help get that information to the right person without looking up the order.
8 votes -
Having "set up lead" or similar as a dependency date in tasks
When working with national account moves, before customer has set dates, it would be good to have dependency date based on the lead set up in MS to set up tasks, such as contacting OA, getting estimate scheduled, going over estimate info with customer or account ,etc.
1 vote -
Allow negative allocations
When setting up an allocation allow the ability to set up a negative allocation such as for BIPD which the agent is charged back
2 votes -
Duplicated Order Notes - not all notes
Have a checkbox on each note (default checked) that denotes whether or not that note can be duplicated. Allows for notes that make no sense duplicated (Credit Checks for instance) to be kept off a duplicate order.
1 vote
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