561 results found
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Can the lead source be made visible on the revenue module
Can the lead source be added to be visible on the revenue entry module? The billers don't use the order info module be need to know the lead source. It would be nice to not have to toggle between the 2 modules.
2 votes -
Have Customer show inactive in MS if inactive in GP
If a customer is marked as inactive in GP, that customer should not be able to be chosen in MS on new orders.
2 votes -
2 votes
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Inactivate Labor Type
We need to have an option to inactivate labor types. We can remove them but if there is a commission plan associated to that labor type it will not let you remove it. So the only option then is to delete the whole employee profile and rebuild it without that labor type and that is just asking for issues.
2 votes -
I wish that in the commission statement management, that the driver email would automatically populate for their profile without having to e
I wish that in the commission statement management, that the driver emails would automatically populate from their profiles. Much time is spent typing email addresses, and if by chance they go to the wrong driver, it creates huge problems.
1 vote -
enable a field in GP that we could input a cross reference.
When reconciling the bank deposits to the GL transactions in GP I am comparing 1500 lines in GP to 500 lines on the bank. It would be very beneficial to have a field to input the total deposit amount so that I could sort those items together.
1 vote -
Generic Revenue Import: Allow for paying Local Contractors with out having to dispatch through Local Dispatch.
Generic Revenue Import: Allow for paying Local Contractors with out having to dispatch through Local Dispatch. We are looking for easier more efficient ways to enter revenue and pay commissions as needed when we have to invoice in outside systems. We have current logistics customers where we have to dispatch -> invoice from their system. We still need to get that information in Movers Suite. With the Generic Import it would be great if we could have the import add commissions to the local contractor who performed the work without assigning them to the order in MoversSuite Local Dispatch.
2 votes -
Improvements on scheduled text messages
The default time is 12 AM. No one wants to send a text at midnight. We have an appointment confirmation we would like to send at 7 PM the night before. It would be great if we could specify a default time when we create the template. But if we can't do that, at least change the default time to something other than midnight :-)
Wouldn't it be awesome if these scheduled texts could trigger from key dates like the tasks do? So the day before the survey this text would automatically go out.
Also, allow us to set up…
1 vote -
Dispatch Equipment Colors
Dispatch would like for the color to turn orange (or a different color) when they check that the equipment is in the shop.
2 votes -
Add addition order info to AR Collection Inquiry
Please add to the AR Collections Inquiry: Move Type, Commodity, Order Status and Revenue Clerk.
1 vote -
Automobile Bookmarks in Forms Designer
Please add all Automobile detail fields (make, model, year, etc.) to Bookmarks in Forms Designer. Right now, the two current auto related bookmarks in forms designer are True/ False indicators, so when relocation coordinators send their confirmation documents for auto shipments, it only has the letter "T" instead of pertinent vehicle shipping information.
1 voteWe have this now on our planning board for the next batch of Forms Designer updates. Please reference MOV-6420 for inquires. Thank you!
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Equipment Type added to Long Distance Dispatch Grid
I would like to see the Equipment Type in the Long Distance Dispatch Grid
15 votes -
UGLP Vendor Connect Interface: Ability to import Account Profile and Order Number
Ability to import Account Profile and Order Number on the UGLP Vendor Connect Interface. The Account Profile and Order Number (along with the Move Type, Commodity, and Authority) are important fields that will accurately fill more information in Movers Suite. I have already requested that The Move Type, Commodity, and Authority be added to the Account Profile. If those are added to the Account Profile, then for the UGLP we would only need the Account Profile and the Order number added to the UGLP integration. If these fields can't be added to the Account Profile, then we would like them…
23 votes -
AR Collections Module
While doing collections, there are many times where it would be nice to have the capability to email an Aging Report right from the Collections Module. Right now, you can export the data to an Excel file, which then needs to be save, then attached to an Outlook email.
Better solution: Have a option that says "Email Aging" which then creates a PDF file, Opens Outlook and then puts an entry into Log Activity of what was sent and when. Much more efficient. This is similar to how you can email invoices although that email is not logged at this…
1 vote -
provide ability to include notes in crew notifications.
This would allow the dispatcher to communicate notes pertinent to the job such as: PPE requirements, badging for specific customers, notifying crew of doubles (see previous suggestion regarding sending crew notifications for each service a crew member is assigned to).
3 votes -
allow to send crew notifications for every service a crew member is assigned to, rather than just the service with the earliest start time.
This would assist in alleviating additional communication between dispatcher and crew in regards to notifying them of doubles (or however many jobs they are assigned to). This way, the crew member would be able to see that they are working multiple jobs in a single day.
3 votes -
Need Logs indicator
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 -
work ticket
Service Instructions Needs to be larger and above Memo Pad! And allow more characters and able to format how you want it to look.
1 vote -
attachment
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 -
BI Tool
In the BI tool when I have a report that is grouped and sorted and I run the report it will give me all the data all expanded. I would like there to be a way to run the report and get all the date collapsed. So I can pick and choose what to expand.
1 vote
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