559 results found
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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 -
Claims Module National Account Name is based on information typed in the Billing screen which produces inaccurate data.
Currently, the National Account in the Claims Module is based on the company name documented in the Billing Information tab of the Order Information Screen. The company that is billed is often times not the National Account and then the billing tab may be set up many different ways, so if the national account name is the one typed in on billing tab, it may be typed in differently (capital letters, all small case, the word "THE" in front of the national account name) for every invoice. Then, when pulling a national account report, every different variation for that account…
2 votes -
1 vote
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Bold Tabs in Order Entry
similar to when buttons are bold when there is info behind them, can this also be done for the tabs in Order Entry and/or Billing?
4 votes -
work tickets should SHOW that they are combined BEFORE transaction is generated.
Work tickets should show that they are combined in real time BEFORE you generate your transdcations.
1 vote -
Add a place to indicate Storage Coordinator in the SIT section of the SIT/Recurring Billing Tab
It would be helpful to have a place to indicate the storage coordinator/clerk in the SIT section and based on the date in and days authorized have the system send a notification in some form to the assigned storage coordinator/clerk several days in advance of conversion to perm date.
2 votes -
Tasks - Revenue Entry
Being a Revenue Cleark, When in a Task and you need to open a particular order MS should direct you to the Revenue Entry portion of the move not Order Information.
3 votesUnfortunately this didn’t make it into our latest task changes. It is still on the queue, not sure when we will do another round of task changes.
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