558 results found
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Add a new column for Customer First Name to the Tasks Module grid
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 -
Add shipper name to work ticket variance report
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 -
Support for multiple commissionable salespeople on a given order
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 -
add automatic notes for recurring credit card billing batches
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 -
Update Dispatching Worksheet and Summary reports with current rather than original Wt
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 -
BI Tool Datascoures
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 -
Order Billed date in AR Credit & Collections
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 -
add a way to select multiple people for commission, when adding to a group, we could select both the salesman and the contractor.
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 -
INACTIVE indicator added to 'Merchant Name' title bar (w\o expanding) - speedier administration & troubleshooting of Electronic Merchant.
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 -
Task Grouping
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 -
ACCOUNTING TOOLS: CUSTOMER STATEMENT SORTED BY DATE NOT INVOICE
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 -
1 vote
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Recurring Storage - Labeling for Transactions
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 -
New feature:
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 -
ADD 'salesperson' as available field in the Local Dispatch - Dispatch Center grid
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.
8 votes -
Auto Assign Equipment Should Trigger Again When The Ticket is Edited in Dispatch
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 -
local dispatch crew phone number
Can you add a selectable column so the crews phone numbers will be visible in the assign crew list?
2 votes -
Get API functionality to use other ERP's
The ability to use a different ERP (i.e. Sage Intacct) for ease of use.
1 vote -
Local Service Created By
When running IDLE report, show under the person who created the service based on their log-in vs showing under the order coordinator.
This will allow when there's an idle service to advise the person who created the service instead of the coordinator who may or may not be aware of the service.
I've added the email communication explaining from the case I submitted.
1 vote -
Cash Receipts
When a lump sum has been posted to an account for multiple shippers/customers, there is no capability to see how much of that lump sum was applied to each invoice/work order. The remaining balance does no good when trying to research how much has been applied to each shipper/customer.
2 votes
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