554 results found
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be able to change the font size or adjust the line size
be able to change the font size or adjust the line size so it is easier to read
1 vote -
Put the customer's last name in the system
Put the customer's last name in the system
1 vote -
allow ability to enter order # in Related Order # field
without using the search key-keep the search key as an option not a requirement
2 votes -
undo the integration of commissionable employees into the work ticket section
Now that commissionable employees was integrated into the Work Tickets spot on order info it is easy to miss. This should have been kept separate.
1 vote -
allow order info to tab from name/contact info to actual load date
When editing the order info screen and trying to tab from the new name/contact info section to the actual load date the cursor gets stuck on the blank line in the name section and does not allow you to tab any further.
1 vote -
sorting for Settlement Type
Please add sorting capabilities to the Settlement Type in the Claims Module - Settlement Entry window by either settlement code or type
1 vote -
Provide a notification system between Order Information and dispatch modules to report date changes.
Problems come up when a date is changed on a current order and not all the proper personnel are notified. This goes both ways, if dispatch changes a date...coordination needs to now. If the date is change by a coordinator or salesperson, the dispatcher needs to now.
1 vote -
create a report option similar to the "Sales Productivity Report" in TransPlus.
The report would provide the user with several sort/drill down options. The sales productivity report in TP was extremely valuable to drill down for data by various parameters - load date, booker, hauler, bill to, invoice date, authority, sales person, etc. By giving the user the ability to define their query, you can drill down to details that are not easily obtained using the other standard reports.
1 vote -
1 vote
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17 votes
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Correct Uploading Agent To TransDocs from the Doc Mgmt Viewer
for an agent with multiple branches involved in the same order, we need to have the correct agent uploading ppwk show in TransDocs from the doc mgmt. viewr, not just the sister/booker/origin agent for the order.
This shows corret agent to contact in TransDocs in case of billing or claims or revenue issues.5 votes -
have a refund notification, similar to the claim notification functionality.
I suggest that you have a refund notification, similar to the claim notification functionality.
This way move managers can send notification to accounting - they can then audit and provide the refund as necessary1 vote -
The ability to automatically apply set reductions to revenue Item Codes would be helpful.
For instance, if we add revenue item code 11 hauling, it automatically takes a set reduction for various escrows. Manually apply reductions on each IC which is very intensive and we are looking for a way to improve that process.
2 votes -
allow the dates and person's name who entered the note to show on the printed long distance work ticket when printing the notes
allow the dates and person's name who entered the note to show on the printed long distance work ticket when printing the notes
1 vote -
2 votes
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When adding a new claim, give notification if the selected order already has claims.
It would be nice to know if a current claim exists for a selected order when adding a new claim.
9 votes -
Make the vehicle make field & the first name field longer
We are having issues fitting the husband & wife name as well as car names such as Jeep Grand Cherokee in the fields.
1 vote -
An enhancement request that would allow for file level messaging(emails, etc.) which saves at the file level within notes area.
With multiple people at multiple agencies working on individual customer files, having the ability to communicate effectively at the file level is absolutely essential. This enhancement request would allow for some form of standardized messaging capability within the file level notes. Currently, most people are using email and some are cutting and pasting these communications from their personal email in to the file notes of Mover's Suite and some are not. Creating this standard platform for file level communication would create efficiency in process and improve customer service since all communication on a specific file would be viewable at the…
1 vote -
pop up windows
is there any way to have pop up windows that different departments could personalize depending on their needs.
for customer service having a pop up window come up before you leave an order/acct asking did you request self haul? would be amazing especially during the summer months. it would cut down on error, the possibilities are endless. just didnt know if this was even a possibility. another scenario is if we dont have destination address TBD for example and have a window pop up "Update destianation address".
just a thought.
1 vote -
Claims - Keep a history of recently edited claims and allow me to go back to the last claim edited.
If you are in the middle of working a claim and another customer calls, you sometimes have to go to another claim. Provide an easy way for me to get back to the claim I was just working.
4 votes
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