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MoversSuite Enhancements

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MoversSuite Enhancements

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559 results found

  1. When dates are entered into Moverssuite (move information tab); “MSS Order Status” should automatically change from Will Advise to Booked.

    2 votes

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  2. I’ve found a few bugs while trying to add signatures and notations to documents.

    1. The app will delete what Signatures and notations without the clear button being pressed. I’ve even double checked my hands were away from the button. It happens often and I have to write the same thing 2-3 times just to get it to onto the page. A customer had to sign her name 5 times for one signature because it kept deleting.

    2. While it seems to do fine with numbers, words and lines get distorted and expanded into nearly unrecognizable gibberish. I’ve tried to draw a…

    1 vote

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  3. When trying to fill out documents it becomes very cumbersome to constantly swap back to the “add signature/notation”. It would be very nice if I could write directly onto the document with the stylus.

    Perhaps there could be a way to switch between viewing/moving the document around on the screen and a writing mode. Customers also seem to get annoyed having to constantly swap back and forth from the document to the “add signature/notation” page.

    2 votes

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  4. Would be nice to have the ability to do a search by email address

    7 votes

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  5. Can you make the font larger? The special instructions are hard to read

    1 vote

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    0 comments  ·  Admin →
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  6. Right now, the commissions follow the revenues for the revenue branch for any revenues posted. However, we need the ability to "force" commissions to apply to their default branch as set in administration, personnel and not charge to the A/R branch. In administration, personnel, there should be an option either under the accounting tab or the branches tab to set that all commissions are charged to the default branch.

    Right now at the end of the month, we have to do journal entries in GP to move the commissions to the correct branch which is tedious and very time consuming.

    1 vote

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  7. We should not have to enter the Customer email again in MS for purposes of mailing monthly storage invoices, when it has already been entered in GP.

    5 votes

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    0 comments  ·  Billing  ·  Admin →
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  8. If the BEGIN BILLING DATE and DATE IN of a billing record is not entered, invoices will not generate. However, there is no alert or notice given to the user if they miss these fields. Please allow us to set these fields as mandatory when creating a billing record. We need the user to be alerted if they fail to enter all required data.

    3 votes

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  9. On the locations grid under Contacts and Locations, include a column for the Location Address Type.

    1 vote

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  10. Having movers suite in training mode would allow employees to learn new tasks such as running credit cards and assigning job numbers using repetitive training techniques.

    1 vote

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    0 comments  ·  Tasks  ·  Admin →
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  11. Could the size of the Purchase Order Number field be increased? Maybe to around 50 characters? Some of our customers have started including full GL #s as part of their POs and 30 isn't enough.

    1 vote

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  12. We need PO available as a required field to force coordinators to enter the PO number on billed orders.

    17 votes

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  13. 3 votes

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  14. I would like to suggest that the AR# show up in the description line or add another column for the AR# next to the description. There are often times that within an order number/file that I have to invoice several different AR# for that particular file, having the AR# show up in the description line will save from having to click Edit to see which AR that particular charge is for.

    3 votes

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    0 comments  ·  Billing  ·  Admin →
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  15. create an app for the texting module, so the people involved in the move can monitor/reply to customers after hours/weekends without login into MS client.

    3 votes

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  16. Often in our business, we get a PO number weeks after generating invoices and presenting them to the customer. It would be great if we could pull up an invoice, type a PO number on it and re-save as same invoice number without changing anything else. This way, I could pick the invoice out of a list in the credit and collections screen and email it to our customer with the PO number on it. thank You.

    1 vote

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  17. Recurring billing invoices should show any balances due on the invoice in addition to the new charges. Creating an invoice is great and all but it would be better if we could also show the customer any of their charges that also still remain unpaid. This can be just the total and not a line by line detail. Something along the line of "Past Due Balance as of (insert date of recurring billing generation)"

    4 votes

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  18. When registering order in the O&I module, you no longer input a "Start Load" date or a "End Load" date, as well as the "From City/State" and "To City/State". Since these fields do not exist in the O&I module and when you try to use the Find function, it becomes tedious and time consuming to locate the order you want since all of those fields appear blank with information . Is there a way you can refine the Find function for O&I module so that it pulls from "Job Start Date", "Job End Date" fields and shows the locations?

    2 votes

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    We have made an initial design to incorporate a new Office & Industrial tab in the Find that would allow you to search by Job Start and End dates along with several other fields. Reference MOV-5831 on any status request you submit to us.

  19. It would be helpful to be able to add phases to O&I moves so we can have tasking dates populated based upon each phase. In the Special Services module, we can do this based upon install date. Adding a tab to the O&I Module called "Phases" and allow us to create start/end dates and names for each phase. then allow tasking off of these dates

    26 votes

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    1 comment  ·  Admin →
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  20. In my opinion, the Customer Statement Generation is decent and provides valuable information for me and what I need in collections. However, there is no good way to use this tool to send out many statements at once.

    We get limited access and functionality in GP for the statement function and we're encouraged to use MS Customer Statement Generation which is fine. But I absolutely need a better way to electronically deliver multiple statements to multiple customers quickly. Our past due A/R is usually around 100+ customers totaling ~1M at any given time. I need to be following up on…

    3 votes

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