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MoversSuite Enhancements

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MoversSuite Enhancements

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554 results found

  1. 1 vote

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    0 comments  ·  Claims  ·  Admin →
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  2. Would be nice to have the ability to do a search by email address

    6 votes

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  3. 1 vote

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  4. It would be nice to be able to set up form email templates that would auto generate and send based upon criteria in the order. For example, if the Self Haul authorization is changed from yes to no, it would send an email to the trans coordinator. Or if a new order is booked in the system, an email generates to the trans coordinator that it is assigned to. We have multiple locations and a central call center and military offers center the accepts and books shipments on behalf of all of our locations. This simple addition would make things…

    25 votes

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  5. Add the coordinators name to the as one of the lines showing in the text dashboard.

    1 vote

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  6. We should be able to relate multiple orders to 1 job. Say I have a move job (C#) where we are bringing items back to our storage (SC#) and items that will be shipped via vanline (M#) to another state, all three jobs will need their own order numbers. I would like to be able to relate both the M# and the SC# to my original C# job.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  7. 1 vote

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  8. 1 vote

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  9. We should not have to enter the Customer email again in MS for purposes of mailing monthly storage invoices, when it has already been entered in GP.

    5 votes

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    0 comments  ·  Billing  ·  Admin →
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  10. It would be great if we could make certain document types available for MS Crew by default. I would envision another check box on the Document Type setup in the admin tool for this.

    This would allow us to make estimates, cube sheets, premove documents, etc. available to MS Crew without needing to remember to manually make it available each time. As soon as the document was uploaded, it would automatically be set to "Available in MS Crew."

    1 vote

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  11. Would you be able to add an Containers Grid (International) bookmark to the list of available bookmarks when creating a new form template?

    1 vote

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  12. Would you be able to add an Actual Ready to Go Date bookmark to the list of available bookmarks when creating a new form template?

    1 vote

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  13. Would like to see the CPUs imported from TechMate into MoversSuite to eliminate double entry.

    1 vote

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  14. While I love the ability to create a custom work ticket based on our specific needs, the crew table is not functional in that while it allows space for the crew to handwrite in their arrival, breaks, departure, etc. It does not include a column for total hours. This needs to be available for the crew tables in both order information and O&I.

    Secondly, the printing of a custom work ticket requires that the user select whether to open as a document or email. This is not necessary and should only open as a document thus eliminating a step which…

    2 votes

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    0 comments  ·  Dispatch  ·  Admin →
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  15. It would be beneficial if we could create a bunch of Driver Statements at one time versus having to do them one at a time. In the drop down box for selection, have a check box next to each Driver so they can be selected all at once for that particular date.

    Also, having the capability to then email the statements in bulk that are finalized with the email address in their Personnel record or GP Vendor record. See Francis for details

    1 vote

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  16. It would be great to be able to add columns under compare orders reporting. Adding columns such as shipment weight, or origin address and destination address would be super helpful!

    1 vote

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    0 comments  ·  Move Management  ·  Admin →
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  17. Would like to remove the "Additional Activities" section under Jobs if the crew member has a job assigned as Current.

    2 votes

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  18. If the BEGIN BILLING DATE and DATE IN of a billing record is not entered, invoices will not generate. However, there is no alert or notice given to the user if they miss these fields. Please allow us to set these fields as mandatory when creating a billing record. We need the user to be alerted if they fail to enter all required data.

    3 votes

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  19. On the Revenue Transaction Errors Report, we would like to see the expense GL Account that needs to be set up. Currently the report just shows FirstCommGLNumber is not Dynamics GP. Unable to generate FirstCommGLNumber.

    2 votes

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  20. Please add this to the required fields option

    1 vote

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