566 results found
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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 -
being able to apply discounts by group for local/intra moves
we have accounts that use the Ca tariff with specific disounts. When using CPU to bring over actual packing, it would make life easier to be able to discount by group instead of individual cartons
1 vote -
1 vote
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Self Haul rejections
Would like to see an automated process to notify the coordinator when a self haul is rejected with name and date and time of rejection.
12 votes -
1 vote
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ARCC - Add ability to automatically send invoices by email
By using the Alerts be able to send the customer's invoice by email to all customers checked in the Alert. This will ensure that the customer has received the invoice if they are just 30 days old.
2 votes -
Group function to change agents
add a group function to change the agents/branches within a group in revenue entry
3 votes -
ARCC - Add ability to uncheck all collectors
Add ability to uncheck all collectors in AR Credit & Collections
2 votes -
Could we please get a lager font on the invoice: DATE, INVOICE#, CUSTOMER# & PO#
Could we please get a lager font on the invoice:
DATE, INVOICE#, CUSTOMER# & PO#...... (lefthand side)As, this is the information the accounts pay off of..... And it's is the smallest print....
See your invoices for an example.....
2 votes -
More alert criteria functionality in Collections Module
Be able to create an alert when a balance of a particular aging buckets or group of buckets gets to a given number.
3 votes
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