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MoversSuite Enhancements

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MoversSuite Enhancements

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59 results found

  1. 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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  2. Items that show up within drop down menus in moversuite should be able to be deactivated so they do not show in drop down menus. For example we have many lead sources that are no longer being utilized so we would like to be able to deactivate these items so the drop down menu is cleaner and easy to sort through

    1 vote

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    0 comments  ·  Move Management  ·  Admin →
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  3. Each attempt to pay via credit card link should create a note if approved or declined. Customers reach out and we have no knowlege of attempts if we can't see them. We live in notes so that would be super helpful.

    1 vote

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  4. Make Cell Phone number a required field when booking an order

    1 vote

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  5. 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

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  6. 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

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  7. 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

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  8. When entering an order, add a feature that when you accidently click on cancel, instead of save a pop up window shows up and asks “Are you sure you want to cancel?”

    1 vote

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  9. When a order is added in MS based on the branch of the order a default house account sales id would be added to the order. This could be changed if needed but no salesperson is added to an order the revenue associated to the order would go to the House Account bucket.

    1 vote

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  10. Add security to notes by Note Type so not everyone has access to a note. For example we would use a note type of Commissions for explanations how a sales commission was calculated, but we do not need everyone in the organization knowing how much sales people make.

    1 vote

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  11. Can you please look into picking up the <Type>DC</Type> section from the reference information that's pushed from Atlas to agents? This "Type" typically contains, at least for us, the National Account Contact that's associated to the order. The information is a part of the "References" section. I've attached a recent SUDS download to hopefully provide additional information.

    1 vote

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    1 comment  ·  Move Management  ·  Admin →
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  12. Add the coordinators name to the as one of the lines showing in the text dashboard.

    1 vote

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  13. When hitting Find and then going to Dispatch information to look for orders it would be nice for International to have the option to search by From COUNTRY and To COUNTRY and not just State or Area.

    4 votes

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  14. 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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  15. Would be nice to have the ability to do a search by email address

    7 votes

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  16. 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

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  17. 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

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  18. It would be good to have the option by user to have texting open when MS is opened.

    2 votes

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  19. It would be good to have the option by user to have texting open when MS is opened.

    2 votes

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  20. It would be nice to have a field "address" added to the Find box on the Order Information module.

    4 votes

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