559 results found
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Put the drivers name in Orders
In Order information under the agents tab, there's a field with the van # it'd be nice if the drivers name was there.
2 votes -
Please add bookmarks for the Stored at Addresses from SIT
Please add bookmarks for the Stored at Address, stored at City, stored at State, and stored at Zip
1 vote -
add change of address process which can be offered as a service to your end customers
We would like to partner with you to offer a Change of Address service to your platform.
Robert
1 vote -
Please add a bookmark for the Storage Coordinator
Please add a bookmark for the Storage Coordinator.
We have letters that the storage Coordinator need to send out, but they may not be the transportation coordinator.3 votes -
Add MSS Order Status to the Local Dispatch grid
dispatch is a great place to view all the orders that happened in any period you choose.
If we could sort the local dispatch grid by the MSS Order Status we would easily know what orders still needed to be entered. The reports available don't always work because of estimated dates not being entered.3 votes -
In Revenue Entry, in the Commissionable Employees list, ability to view personnel documents
In the Revenue Entry Module, on the Order Information tab, the commissionable employees are listed. I would like the ability to view the documents that I am authorized to view that are attached to the personnel record. Each driver has a contract that they have signed. In that contract we have a commission "cheat sheet". Revenue clerks should be able to view that document within the revenue entry module without opening up another module or "admin tool". Please let me know if you have any questions.
1 vote -
Include Office & Industrial's Job Start/Finish in the "Find Orders By" screen
Could you please include the "Job Start/Finish" Fields inside of the "Find Orders By" screen? Currently, if you are trying to find an order that originated in the office & industrial module. There is no way to know what time period the order is for.
1 vote -
Implement user activity logs.
With the increased concern of data safety and security we are receiving requests from customers for data access logs. We would need to know and be able to report on who is accessing what information at what time for particular accounts. Detailing access and any changes being made.
2 votes -
Define account/user level restrictions and accountabilities.
Create order requirements so that only users authorized to work on an account can access orders being performed for said account. Perhaps a senior manager may have access to all accounts, but a coordinator or biller may only have access to specified accounts.
1 vote -
Please allow us to select default Customer
It would be helpful if we could select a default customer (United Van Lines) in the "Customer" field on the Order information page.
2 votes -
Pickup Tradeshow as a part of the SUDS import
There is a section of the Atlas SUDS xml that contains tradeshow information. Can this information be included as a part of the import routine? Attached is an example.
1 vote -
Running total of liabilities/Chargeback amount added to claims column header group
Currently there are only 2 columns that create a running total of all claims dollar amounts. Settlement Amounts and Claimed Amounts. Both of these column create inconsistent and incorrect claim amounts to create reports from. Settlement amount are created only when a payment request is made through the settlement tab. Not all claims are settled by forwarding a payment. For example, Military claims are often offset by a chargeback against the funds owed to the account. In this case, a negative receivable is created (to balance a chargeback) versus a payment request made through the settlements tab. The 'Claimed Amount'…
1 vote -
Prevent United from updating the shipment status history after delivery
Our customer service updates a shipment from "delivered to warehouse" to "out of warehouse" once it delivers to residence, but when our billers go into PRIC to do a distribution download, the United status overwrites our current status history record and the move shows "delivered to warehouse" again.
1 vote -
include SIT changes in the Order History tab
When information on the SIT tab is changed, it isn't saved in Order History. Can that be included?
3 votes -
MS email program
The MS email program is great, but we had to stop using. Not having any contacts in the program hindered us too much.
Suggestions-
One is to have something similar to Outlook when the user manually adds an email address, save that somewhere so it can be used for future emails.Another option is to make any email address on the personnel table available on any emails in MoversSuite.
Or something to that affect. Some kind of address book people can use within MS.7 votes -
Block advances to completed shipments
Block advances to closed shipments where the driver has already been paid
2 votes -
Date Created in Revenue Entry
We base a lot of new pricing and commissions policies on order creation date. We would like to see this date some where in the Revenue Entry module
1 vote -
Change status when New services are added, after order is marked COMPLETED
When an order is marked as COMPLETED, but new services are added after that, the order status should change to BOOKED. Or do not allow services to be added to a COMPLETED order.
8 votes -
Generate a notification to mgmt, when an order is marked completed with
When an existing order's status is changed to COMPLETED and there is ZERO revenue, create a notification to Mgmt.
7 votes -
Enable first & last names to appear on the task list screen
Instead of solely showing the 'Shipper' column on the task list, which currently only shows the last name field, take the 'Shipper' column away & replace with a separate 'first name' column & 'last name' column, so each user can choose to view both or choose one to view on their task list.
EX: we utilize the last name field for who we're billing for a job on the logistics side. However, we could have multiple jobs for a given mover, so at a glance it gets confusing. The first name field we utilize for a description of the specific…
3 votes
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