554 results found
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enable a field in GP that we could input a cross reference.
When reconciling the bank deposits to the GL transactions in GP I am comparing 1500 lines in GP to 500 lines on the bank. It would be very beneficial to have a field to input the total deposit amount so that I could sort those items together.
1 vote -
Improvements on scheduled text messages
The default time is 12 AM. No one wants to send a text at midnight. We have an appointment confirmation we would like to send at 7 PM the night before. It would be great if we could specify a default time when we create the template. But if we can't do that, at least change the default time to something other than midnight :-)
Wouldn't it be awesome if these scheduled texts could trigger from key dates like the tasks do? So the day before the survey this text would automatically go out.
Also, allow us to set up…
1 vote -
Add addition order info to AR Collection Inquiry
Please add to the AR Collections Inquiry: Move Type, Commodity, Order Status and Revenue Clerk.
1 vote -
Automobile Bookmarks in Forms Designer
Please add all Automobile detail fields (make, model, year, etc.) to Bookmarks in Forms Designer. Right now, the two current auto related bookmarks in forms designer are True/ False indicators, so when relocation coordinators send their confirmation documents for auto shipments, it only has the letter "T" instead of pertinent vehicle shipping information.
1 voteWe have this now on our planning board for the next batch of Forms Designer updates. Please reference MOV-6420 for inquires. Thank you!
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MSCrew Dispatch Status
The Dispatch Status is available in MSCrew. We have a lot of different ones added to track paperwork. In order to make MSCrew easier, we would like to only show the Dispatch Statuses that we choose in MSCrew or have them sorted in Alphabetical Order. I think it would be best to only give the crew the options we want them to use, but if we have to keep them all, please at least sort them.
3 votesRefer to MOV-6827 for future inquiries.
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attachment
Need the ability to attach multiple documents to an order at once (similar to MS Outlook). Whether it's drag and drop or multi-select. Attach multiple docs under a single category, doc names should just assume the name of the file name.
2 votes -
AR Collections Module
While doing collections, there are many times where it would be nice to have the capability to email an Aging Report right from the Collections Module. Right now, you can export the data to an Excel file, which then needs to be save, then attached to an Outlook email.
Better solution: Have a option that says "Email Aging" which then creates a PDF file, Opens Outlook and then puts an entry into Log Activity of what was sent and when. Much more efficient. This is similar to how you can email invoices although that email is not logged at this…
1 vote -
Generic Revenue Import - Add optional revenue details to import
Update the Generic Revenue Import to include additional details of the revenue being imported. Currently, as of Version 2021 R18, you can import invoice date, item code, amount, and date, but it would be nice to also open this up to the following detail line information (field referenced through the Add/Edit Revenue Item dialog):
- Invoice Description
- Rate Type
- Quantity Fields
- Rate
- Gross Charges (if not setting Quantity and Rate)
- Discount
(Let the Invoice Amount calculate based on the other factors, i.e. ignore the Amount from the import file)4 votes -
Need Logs indicator
I would like to see a need logs indicator in the Local Dispatch grid. This way the dispatcher could mark that a driver needs logs for a particular service. Another way to do this would be to put a free form notes column in the crew and or service portion of the local dispatch grid.
1 vote -
work ticket
Service Instructions Needs to be larger and above Memo Pad! And allow more characters and able to format how you want it to look.
1 vote -
SIT Conversion date
I'm lookin in the SIT Information for a place to add an SIT Conversion Date (this is based on the tariff regulations). There is an SIT Expiration Date, but we also need a SIT Conversion date. We should be able to pull a report and see what orders need to be converted at any time.
7 votes -
MSCrew
When in mobile crew time in local dispatch it would be helpful to have all the crew listed and not just the crew that have punches. This way if you have a guy in the warehouse that forgot to punch in it would be easier for the dispatcher to catch and correct.
2 votes -
Send to Email - Order & PO Number, and Shipper Name should be in the email subject
In Document Management when you right click and choose "Send to Email", I would like the email subject to include the Order Number, PO Number, and Shipper Name.
2 votes -
BI Tool
In the BI tool when I have a report that is grouped and sorted and I run the report it will give me all the data all expanded. I would like there to be a way to run the report and get all the date collapsed. So I can pick and choose what to expand.
1 vote -
identify work tickets attached in drop down when entering a billing item
we have jobs with multiple services a day, with multiple days and even weeks of service. When billing, it would be helpful to have work tickets that have already been attached to a service highlighted or grayed out or identified in some way on the drop down in the Add Revenue Tab
6 votes -
Attachments
It would be nice to be able to create a letter in forms designer and have an attachment with it so that when you use the letter the attachment would automatically attach itself to the email.
1 vote -
MS Crew Signatures
Hi,
Would it be possible for any docs that are available in MS Crew to auto detect any signature or text / checkbox fields and make them clickable?
That would make it easier for the crew to sign and fill out paperwork instead of having to zoom in to where they need to place each check mark and signature.
Thank you.
1 vote -
remove the predefined message in the text field and just leave it as report to and then the time. t
The problem i have with the text field is when the guys read it they see where it say you are on a job from 8:00am to 9:am and don't read the rest where it say report time. Maybe we can just have the report time in the text.
1 voteWe are hoping to delve into more work on the Crew Texting feature in the near future. We are thinking of opening up the text of the message to be at your control. So, you could build templates that contain the text and service data you want.
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MSCrew
Add Revenue Clerk on order to Contacts.
Our Revenue Clerk is assisting with pricing out the orders for the crew when they are onsite with the customer. We would like for the Revenue Clerk to be added to the list of the Contacts viewable under assistance.1 vote -
Print multiple work tickets at a time. we used to be able to but now can not
2017 r18 you guys updated us so we can print multiple work tickets. That functionality has gone away. we would like it back....PLEASE
2 votes
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