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MoversSuite Enhancements

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MoversSuite Enhancements

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  1. I am a commercial coordinator. We have very detailed notes for our crews on work tickets. So many times, the space allotment runs out in the service instructions area and we have to create a separate document with all the notes for that ticket for the crew and then upload it into MS and assign to the crew so they see it all, we even print it in case MS goes down and the crew can't use their iPad. I think there should be no cut-off point for notes ever, in the service instructions. Can this be fixed to allow…

    1 vote

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    0 comments  ·  Move Management  ·  Admin →
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  2. Can you add a selection to the local dispatch grid, so we can choose salesman as one of the selections? This would allow us to export a report for each salesman or see at a quick glance who the salesman is associated with each job. I can choose myself as coordinator (3 lines next to the date), and obviously other features I like to see at a quick glance. Screen shot attached. Thank you.

    1 vote

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    0 comments  ·  Dispatch  ·  Admin →
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  3. On the invoice form, there is a note that says "Please detach and return this portion with your payment. Thank you." Problem is, that message is on the portion that they are supposed to keep. Not a major problem, but looks silly.

    1 vote

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    0 comments  ·  Billing  ·  Admin →
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    Case MOV-7406 has been added for development to correct this phrase on all standard invoice reports. Suggested text is "Please detach the upper portion and return with your payment. Thank you."

  4. Add the following fields as bookmarks:
    Logistic Coordinator Email
    Logistic Coordinator phone number

    Container /Lift Van/Air box Information

    Containers:
    Container Number
    Pieces
    Tare weight
    Net weight
    Seal Number 1
    Seal Number 2
    Size
    Cubic Feet

    Liftvan Number:
    Pieces
    Gross Weight
    Tare Weight
    Net Weight
    Seal Number
    Length
    Width
    Height
    Cubic Feet

    Move information:

    Make
    Model
    Color
    Year
    Vin#
    Weight
    Mileage

    Shipping Information: Port of Sailing cut off

    1 vote

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    0 comments  ·  Admin →
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  5. In the same way that the customer Last Name field shows on the Task Module grid as 'Shipper', include the Customer First Name field (from the Name, Address, Phone tab) as well.

    1 vote

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    0 comments  ·  Tasks  ·  Admin →
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  6. The work ticket variance report doesn't show the shipper name. When looking for the file to post revenue it would be helpful to have the shipper name included

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  7. We are looking to commission multiple individuals throughout the lifetime of an order. Right now our options are the salesperson as well as the OA surveyor. However we also want to be able to commission on lead generation through MoversSuite.

    At the time this is accomplished by setting the salesperson, running the commission routine and then changing the salesperson to the referrer and re-running the commission routines.

    This unfortunately is very cumbersome as well as skews our ability to report on things like lead or sales commissions.

    2 votes

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  8. Please modify the electronic payments program so that a note will automatically attach to an order when we process credit card charges through the recurring billing process.

    When we process recurring billing and have credit cards charged in the recurring billing batch, a note does not automatically attach to the notes screen to indicate a credit card charge was processed.

    We have been manually entering notes for the recurring billing credit card charges. For a batch of charges that we process once a month, there are approximately 130 to 135 credit cards charged in the batch. It is rather time…

    1 vote

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    0 comments  ·  Admin →
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  9. Currently the weight field on these reports lists the original amount entered. If the field is updated, it does not change what is displayed on the report. I suggest the updated amount be reported rather than the original amount.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  10. Is there a way to allow all Data Sources to be available to allow one to create a report that captures data from multiple business categories and main sub-category? I have to create reports to track sales, revenue and claims and with the category breakdowns that are listed now I am only able to capture some of the data for my reports.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  11. Add a filter to add Billed Date in Credit & Collections creating a sortable feature for all orders including ones that 'no invoice' is pulling. This will add an extra level of data for 'real time' order aging when exported and sorted in Excel

    1 vote

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  12. Could there be an option to select both the salesman and the contractor at the same time while adding commission to a group? So, we don't have to go in twice?

    1 vote

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    0 comments  ·  Billing  ·  Admin →
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  13. Somehow indicate \ distinguish between ACTIVE and INACTIVE entries without having to open each one. Use of the word INACTIVE or some other indicator: INACTIVE, <Inactive> , Italicize the text, etc.

    This could potentially apply to other locations in Admin Tool, but I am aiming it at the Electronic Merchant

    1 vote

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    0 comments  ·  Admin →
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  14. Would like the ability to group tasks for multiple users or multi-select users so that tasks will display on one screen so that it is easy to see what tasks need to be completed for certain departments or groups of people.

    1 vote

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    0 comments  ·  Tasks  ·  Admin →
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  15. The current customer statement in accounting tools is sorted by invoice number, not by date. This is confusing when you are trying to get a history of the cusotmer's invoices. I suggest sorting this by date, not by invoice number.

    1 vote

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  16. 1 vote

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  17. The description of the Recurring Charges would be easier to look through if the date started with the Year so that all the months in the same year would be grouped together in numerical order.

    1 vote

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  18. On the Name, Address, Phone section Add a place to put the customer's spouse along with a phone number, email in one section. Also include a place to list a family member who is assisting with move.

    1 vote

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    0 comments  ·  Admin →
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  19. ADD 'salesperson' as available field in the Local Dispatch - Dispatch Center grid. it is currently not a data field option for selection, it should be.

    9 votes

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    1 comment  ·  Dispatch  ·  Admin →
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  20. Auto Assign Equipment Should Trigger Again When The Ticket is Edited in Dispatch. If you edit the ticket, you have to manually assign the equipment to it again or else it doesn't print onto the work ticket.

    3 votes

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    1 comment  ·  Dispatch  ·  Admin →
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