562 results found
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Account Profile - Display field be increased in size
Our Account Profiles have longer descriptions than what we are able to see. There is nothing to the right of the Account Profile in the Order Information or Revenue Entry Modules. Would you please increase this to match the size of the field so we can see the whole description?
2 votes -
RMCs, RMC locations and Account locations as separate data entities
Today the MoversSuite data model doesn't support RMCs and their locations. This forces our group to put RMC data into Accounts making later selection and downstream reporting very difficult. Instead we have to use multiple User Defined labels to separate them out. This causes customer service reps to frequently select the wrong one which could apply a number of other rules to or effects to the order. If the model was changed to incorporate RMCs as well as RMC locations and Account locations this would enable us to better ensure we didn't apply incorrect business logic in MoversSuite.
Please see…
2 votes -
notes security
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 -
2 votes
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identify work tickets attached in drop down when entering a billing item
we have jobs with multiple services a day, with multiple days and even weeks of service. When billing, it would be helpful to have work tickets that have already been attached to a service highlighted or grayed out or identified in some way on the drop down in the Add Revenue Tab
6 votes -
It would be very helpful to bookmark the Labor Request and Equipment Request tables in the service orders so this information can be provide
It would be very helpful to bookmark the Labor Request and Equipment Request tables in the service orders so this information can be provided in written format to dispatch for each order.
3 votesThis is request is currently in the pipeline. Reference case MOV-6154 for any inquires on this improvement. Of note, we plan to add the following bookmarks:
Labor Requests Total (just displays a numeric count of all requests)
Labor Request Table (listing similar to what we show on the Local Service Quick View, i.e. Loader (1), Mover (2), etc. each separated by a line break.And then two similar ones for equipment.
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Job Information Tab
Allow the Job Information Tab from the O&I Module to be visible when in revenue entry. A lot of billing information is included in this tab that billers need to have access to without a lot of flipping back and forth between Revenue Entry and O&I
1 vote -
Special Instructions Archiving
Can you implement archiving of an order's special instructions, both Origin and Destination, so that if a user add an account profile to an order later and the original instructions are overwritten, the user will still be able to access the original instructions and change them if they need to?
2 votes -
Mobile Crew Time Approvals
Let's face it....we're all human. Right now, once you approve a time segment for an employee you are committed for all time. We need the ability to set pay periods and allow removing the approval, make changes and then reapprove for current pay period.
1 vote -
Mobile Crew Time Approvals
Let's face it, we are all human. Once time has been approved, we need to be able to unapprove the time segement and make changes then reapprove. But create a setting so that changes cannot be done in prior pay periods.
1 vote -
Allow for Multiple invoice due date terms
We need to be able to set Multiple Due Date Terms on our invoices per each Branch. We have some that are Net 10, Due Upon receipt, Net 30, Net 60. At the moment we have to fix these items in Adobe before they invoices are sent to the customers. We would like to be able to pick our terms on the invoices, with a default to net 30 for all invoices
3 votes -
Mark Material Type Inactive
Make a checkbox to mark certain Material Types as Inactive. This will allow us to move assets that we want to track like dollies over to equipment while preserving history. These were originally all added into CPU before the O&I module.
1 voteThis issue has been on our radar for quite some time. It’s in our development queue under case MOV-5604. In addition to marking a Material Type as “Inactive” we want to allow you to change records en masse.
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SID
Pull SID into MS from QTG since now that is important. Tracking number is also SID number on opportunity page.
2 votes -
Email the survey time
When a survey is scheduled, the Salesman gets an email giving the date of the survey, and shipper's info., but not the time. Is it possible to add the time of the survey to that email as well?
1 vote -
New Feature
Please add a spot for the crew members phone number in the personnel information tab through dispatch. So that it can be seen by anyone who has access to local dispatch
2 votes -
New Feature
Please add a spot for the crew members phone number in the personnel information tab through dispatch. So that it can be seen by anyone who has access to local dispatch
2 votes -
Pickup Account Contact
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 -
Update save/email setting on documents adding text/signature
When entering text/signatures on a document, after every little addition you are asked to email and save. Is there a way to have it only ask once after making all additions?
1 vote -
AtoB airport taxi service: airport transfers & chauffeur service
Book your airport taxi now! Enjoy airport taxi transfer from your front door to the airport gate. No hidden fees. Only fixed prices and comfortable transfers.
https://atobtransfer.com/
https://www.facebook.com/transferservicebrussels/
https://twitter.com/AtoB_transfer_1 vote -
Make the booking agent a drop down in Order Defaults under Account Profiles
Add "Booking Agent" drop down to the order defaults that you can add to an account profile so that it is one less thing to add manually for a specific account where the booking agent is always the same.
1 vote
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