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MoversSuite Enhancements

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MoversSuite Enhancements

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559 results found

  1. If MS had the function to email the customer a custom survey once the order is complete, that would be awesome.

    6 votes

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  2. We are having issues fitting the husband & wife name as well as car names such as Jeep Grand Cherokee in the fields.

    1 vote

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    0 comments  ·  Move Management  ·  Admin →
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  3. is there any way to have pop up windows that different departments could personalize depending on their needs.

    for customer service having a pop up window come up before you leave an order/acct asking did you request self haul? would be amazing especially during the summer months. it would cut down on error, the possibilities are endless. just didnt know if this was even a possibility. another scenario is if we dont have destination address TBD for example and have a window pop up "Update destianation address".

    just a thought.

    1 vote

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    0 comments  ·  Move Management  ·  Admin →
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  4. I was wondering if you could have an icon or tab that directs you to a map on the origin or destination address, like the send email button. I feel this would be efficient during the peak season.

    28 votes

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  5. we have accounts that use the Ca tariff with specific disounts. When using CPU to bring over actual packing, it would make life easier to be able to discount by group instead of individual cartons

    1 vote

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    0 comments  ·  Admin →
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  6. With multiple people at multiple agencies working on individual customer files, having the ability to communicate effectively at the file level is absolutely essential. This enhancement request would allow for some form of standardized messaging capability within the file level notes. Currently, most people are using email and some are cutting and pasting these communications from their personal email in to the file notes of Mover's Suite and some are not. Creating this standard platform for file level communication would create efficiency in process and improve customer service since all communication on a specific file would be viewable at the…

    1 vote

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  7. Dispatching Crew Call Sheet

    This report should include employees not yet assigned to any job. This would help for last minute changes! Particularly when a crew member calls off, it would help to know who is available immediately from this list. Also last minute Jobs coming into dispatch. Important!!!

    3 votes

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    0 comments  ·  Dispatch  ·  Admin →
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  8. 1 vote

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    0 comments  ·  Move Management  ·  Admin →
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  9. 1 vote

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    0 comments  ·  Admin →
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  10. after i've entered the branch and tab, it takes me down to the customer. why didn't it tab over to the division since it is a required entry?

    17 votes

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    1 comment  ·  Billing  ·  Admin →
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  11. On the Orders Not Billed report - I would like to be able to Group By the revenue clerk listed on the order. Most of the time people forget to put the billed date in and this would help get that information to the right person without looking up the order.

    8 votes

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    1 comment  ·  Reporting  ·  Admin →
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  12. Currently multiple transactions can be grouped to create on invoice line item, but one transaction cannot be split to create multiple lines. This requires an invoice to be produced manaully by adding line items not associated with revenue transactions. Manual invoices don't appear on the AR collection report and it's difficult to see what is exactly being invoiced when multiple invoices to different customer IDs are being produced.

    2 votes

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  13. Could we please get a lager font on the invoice:
    DATE, INVOICE#, CUSTOMER# & PO#...... (lefthand side)

    As, this is the information the accounts pay off of..... And it's is the smallest print....

    See your invoices for an example.....

    2 votes

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  14. Right now we have to record a chargeback dollar amount that posts through the general ledger in order for a date to be associated with claims liabilities. We have situations where we want to update the liability amount but don't always have a change that hits the general ledger (our liability changes with the van line once we win a rebuttal, etc.). It's very difficult without dates attached to each line item to validate data against the van line.

    17 votes

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    under review  ·  1 comment  ·  Claims  ·  Admin →
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  15. Currently, the National Account in the Claims Module is based on the company name documented in the Billing Information tab of the Order Information Screen. The company that is billed is often times not the National Account and then the billing tab may be set up many different ways, so if the national account name is the one typed in on billing tab, it may be typed in differently (capital letters, all small case, the word "THE" in front of the national account name) for every invoice. Then, when pulling a national account report, every different variation for that account…

    2 votes

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    0 comments  ·  Claims  ·  Admin →
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  16. 1 vote

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    0 comments  ·  Admin →
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  17. Create a file folder in document management that is password protected or has a higher level of user security. This would allow us to have customer's personal information stored in a secure file that is not available to all system users. Federal and state laws mandate that personal information is kept in a secured position. Penalties and fines are very high. We have checks, credit card, passport and other information that is gathered and maintained. A secured file within the order would be a welcomed location.

    6 votes

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  18. Give the ability to inactivate a branch in revenue processing so an old/outdated branch cannot be selected

    7 votes

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    1 comment  ·  Billing  ·  Admin →
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  19. without using the search key-keep the search key as an option not a requirement

    2 votes

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  20. Work tickets should show that they are combined in real time BEFORE you generate your transdcations.

    1 vote

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    1 comment  ·  Admin →
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