556 results found
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TEXT MSG POSTING
ALL TEXT MESSAGES NEED TO POST INTO NOTES. ANY TEXT WITH THE CUSTOMER MUST TRANSFER UNDER CATEGORY TEST MSG. This is very annoying that it does not and will not allow a screen shot either.
6 votes -
Add Mobile Mover Integration
We would like to have Mobile Mover integrate with Mover's Suite. This would allow us to send the move information that is already in Mover's Suite to the Mobile Mover application instead of manually entering it into the app.
8 votes -
Add a field in the sit screen that auto calculates days in sit
When actual dates in and out of sit are entered it would be nice if there were an actual days field that auto calculates the days in sit including the 1st day. That way it can fill in the number of days field on the 619-1. Also the current days field could be changed to days authorized to make the difference clear.
7 votes -
automatically open texting when MS is opened
It would be good to have the option by user to have texting open when MS is opened.
2 votes -
Credit Limit Notifications
Right now the credit limit notifications only take into consideration a customer's current A/R. It would be helpful if when booking a move the notifications take into consideration the customer's current A/R and the estimated charges on the order that the move coordinator is attempting to book. Basically adding the two numbers to determine what, if any, notification needs to be sent or the customer blocked from booking to it.
2 votes -
Revenue Entry: Reverse and Reverse All buttons - Include a note attached to each line that was reversed.
Revenue Entry: Reverse and Reverse All buttons - Include a note attached to each line that was reversed.
As someone who audits revenue, I want to see why revenue or commissions are being reversed or adjusted. I would like a note to be added at the time the button is pushed instead of click on each note for each line item that is being reversed or adjusted. This is very time consuming.
5 votes -
Revenue Entry: When making a Group Function Reverse be able to add a note that would add to each entry created.
In Revenue when using a Group function to reverse commission entries, I would like to be able to add a note that will be entered with each entry on the commission line item. Basically add a reason why I am reversing the entries. Right now I have to click on each Note icon and add the note. This makes the process very time consuming so most people don't add a note as to why they are reversing the commission, but this is important to know why.
5 votes -
Match downloads to GBL
When we do not have an estimate for download from Unigroup to match and the order is being registered by the vanline and we do not have the order number yet, can the downloads be made to search for the GBL number on the Military page to match to our Lead?
2 votes -
Address Search
It would be nice to have a field "address" added to the Find box on the Order Information module.
4 votes -
automatically open texting when MS is opened
It would be good to have the option by user to have texting open when MS is opened.
2 votes -
new column needed
Add the column for Customer #. We create tasks for credit checks and if there was a column with the customer # or name that is attached to the order that would be helpful
2 votes -
Be able to copy a quote to another lead or order
A quote was created in a lead or other order, then a duplicate order was created in error. We would like the ability to copy the quote to the duplicated order or any order for that fact.
5 votes -
AR Collections Inquiry: Add RevenueItemPostedBy to the grid to sort by
AR Collections Inquiry: Add RevenueItemPostedBy to the grid to sort by
I would like to be able to sort by the person who entered the revenue. So if my name was there I could see what orders I billed are still outstanding.3 votesWe've had this one on our radar for a while and hope to get to it soon. Please reference case MOV-6091 for any inquiry.
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Have more functionality in Payment Management. Be able to see all payments posted for a particular shipper and how they were applied.
I would like the ability to type in a customer/account number, set a date range, and see a report that shows me all the payments received and to which invoices those payments were applied.
3 votes -
Update order history instead of amending it on a duplicated order.
I think the main reason to duplicate is to save time on entries for a new order with a lot of the same info so you only have to enter a few things vs. a whole new order.
The order history also duplicates, instead it should update. Update with the new date of the duplicated order and update as the fields are edited so that the order history only reflects a history as if the order was created brand new.
1 vote -
MS Texting: When you open this you should see any active conversations
MS Texting: When you open the MS Texting, the previous conversations should automatically populate. What happens if you close out over night and someone responds? Unless you open that order again you will not see the response. Maybe open anything active for the last 30 days or 10 days? Not sure what a good time frame would be.
2 votes -
SIT Expiration field on the SIT/recurring billing tab in MS
When you fill in the number of days authorized and the actual in date, it will automatically fill in the Expiration date however, it calculates the first day of COD instead of the last day of authorized SIT.
For instance, if a customer is authorized 90 days of storage and the shipment arrives to the warehouse on 10/29/18, the Expiration date fills in as 91st day, 1/27/19 instead of the 90th day (1/26/19). So when we quote the expiration date to the customer, we have to deduct one day from the expiration date that shows in the system.11 votes -
have an order screen pop based on an incoming phone number for a digital phone system
Have the an order pop on the screen when an incoming phone caller id matches a phone number of an order in Movers Suite.
3 votes -
Freeze Panes
I'd iike the ability to freeze columns on local dispatch day page so they stay at the left of the screen as you scroll right. For example, this could allow us to freeze the Shipper's Name and/or Crew Names in place so we could see them as we scroll for more information on the job.
3 votes -
Add Posting Inform to claims
posting date and clerk be added to the claims module after a transaction has been generated. like in revenue screen
3 votes
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