570 results found
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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 -
Allow task text to appear in varied colors to allow color-coding
Allow task text to appear in varied colors to allow color-coding. Allow 5 colors (red, orange, green, blue, purple; yellow would be too light to show correctly). OR, alternatively, add a column titled 'Categorize' to show a small square of color that you can assign to a task, similar to what Outlook allows you to do on e-mails.
3 votes -
Please add Estimated Amount as a required field in administration
Please add "Estimated Amount" field to Field Requirement's in administration as an option. This will useful for our billing efforts as well as other reporting.
4 votesCase MOV-6016 logged for requests to add to the list of required fields.
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create a field in "Dispatch Center", under Local Dispatch, where operations can free-type the name of a crew lead and their phone number.
Create a field in Local Dispatch on the Dispatch Center page that allows operations to type in the name and number of any crew lead so that both operations and customer service have quick access to their crew lead info.
1 vote -
FILLABLE FORM TEMPLATES
Add the ability to include fillable blocks within a template allowing tab through to areas that require manual entry.
1 vote -
Credit card payments
Put a system generated note in the order when a card has been charged on an order
1 vote -
Review the Order Information import routine
We have found that when importing shipment information from Atlas van lines, the shipments actual weight pulls down every time with zero weight. As such, the Work Ticket report and Driver Information sheet report both then pull down zero weight instead of the estimated weight. I believe this is due to both reports looking for a "Null" value in the actual weight field.
2 votes -
Would like the option to set the default to always hide items on a commercial invoice with option to unhide if we wanted them to show
A lot of commercial work is billed by a bid price, however, we break it down in transactions to go to the correct accounting codes. One code that we use quite often is ‘oversell’ which is where we post the built in profit on the order. Twice recently, the biller forgot to hide the items on the invoice, which as you can imagine caused quite an uproar because of the line titled ‘oversell’. We will be naming this something else so that it does not stand out so much, if the items are not hidden, but it would be really…
3 votes -
Modification to Credit Card procesing
Here are two options for a modification – option 1 is my preference
Option 1
When creating the Electronic Payment batches in Payment Management, put all VISA, MASTERCARD & DISCOVER charges in one batch and AMEX charges in a 2nd batch. Do not have the batches created based on the MSS branch code – put all credit card transactions in one MSS branch (PCIN). Therefore, we could have up to 3 Electronic Payment batches per day – one for refunds, one for AMEX charges and one for VISA, MASTERCARD & DISCOVER. (Amex credit card account numbers begin with a 3)
…
3 votes
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