558 results found
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allow voiding notes when entered on wrong order
We need to be able to change a status or void a note when it's entered on the wrong order.
69 votes -
Allow Order information to load when double clicking move from task list
It would be nice to be able to double click on a task and it open up the order information
39 votes -
37 votes
Hello, we are actively working towards implementing a means of allowing you to link a phone number to a “free-form” name or label. We could also link this number to a master call list that is integrated with our text messaging.
This year we plan to have quite a number of improvements related to phones and to texting.
Thank you for your input!
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35 votes
We anticipate rolling out a web-based solution for coordinators by the end of 2021. We are hopeful that this new product will improve your screen space to work better for you.
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Allow users to have multiple types of note per note.
For example, a person would be able to check local dispatch, revenue accounting, and customer service types for a single note. This would allow dispatchers and billing clerks to filter for local dispatch notes or revenue notes without requiring the coordinator to enter multiple notes.
34 votes -
day notes
when you need to put a note in day notes so dispatch can see it you must already have an actual order on that date in order to see any day notes for that date. it would be nice if when you put a day note in on a day that doesn't have anything scheduled you can see that note on that day even if nothing scheduled.
31 votesCase MOV-5741 has been logged. We plan to default the date for the Day Note to what is set as the first date in the Service Date spread and populate the Day Note for that day.
The goal is to always show the Day Note no matter whether a service is selected, present, or no services display.
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Have a copy of the payment receipt automatically upload to document manager.
When running a card payment, have a copy of the receipt automatically upload to document management. Currently a copy is sent to our outlook inbox. We must then drag it into a file (or desktop) and upload.
28 votesReference case MOV-6130 for development progress on this request.
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google map or anyother type of map
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 votesWe are definitely including some type of map integration with our MSWeb project that is due out next year, but we may also incorporate something in MoversSuite as well.
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O&I Module Dates
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 -
automatic emails
It would be nice to be able to set up form email templates that would auto generate and send based upon criteria in the order. For example, if the Self Haul authorization is changed from yes to no, it would send an email to the trans coordinator. Or if a new order is booked in the system, an email generates to the trans coordinator that it is assigned to. We have multiple locations and a central call center and military offers center the accepts and books shipments on behalf of all of our locations. This simple addition would make things…
25 votes -
BI Tool Report Design
In the report design I can report off of Order Information as the main category and local services as the secondary. I need to do the opposite. I need to be able to pull retained revenue off of imported worktickets by the workticket by day. I could do this if you allowed order information as a second category on the local services category
24 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 -
automatically upload emails/attachments to notes if an order is in the subject line
If an email is sent and contains an order number in the email, then it would automatically be uploaded into the notes for that order number. This is common with salesforce applications and another mover software that we looked at. This would dramatically cut down on the amount of time needed to input orders and all information would be archived for an order for all users to see. If there is an attachment then that attachment would also be uploaded into document manager. If you would like to add one control, then you could require that the email CC an…
23 votes -
Add a "Sticky Note" feature
When it notes add a third option to click "make sticky note".
This would then allow the note to be added to the front screen when opening an order so "priority comments/information" is seen by all who opens the order.
This note can be closed but pops up ensuring your seeing the important information. This note field would need to be able to be unchecked for when said comment is no longer needed.21 votes -
Add additional filters for AR Collections Report Aging Data
Ability to select to print the AR Collections Report by Aging categories. For example: only balances older than 61+ days; or balances older than 90+ days; etc. This gives ability to produce a smaller collections report targeted on customers with oldest AR balances.
21 votes -
Account Profile: Add Move Type to be one of the Defaults
I think the Move Type field would be a good addition to be added into the Account Profile as a field that you could set the default for. Now that I am writing this it would be nice to include the commodity and authority and maybe even the shipment type. :) I need more information to be defaulted so orders will be entered correctly.
20 votesCase MOV-6257 logged to add these fields to the list of defaults on an Account Profile. Please refer to this case number for future inquiries.
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Changes to the Driver Advances functionality
1.Have the ability to see by order in one spot:
Total Linehaul
Guideline Percentage (should be variable by agent)
Amount Already AdvancedAbility to turn off the concept of "trip". Dispatch and advance by order.
When changes or cancellations occur on a trip, the advance amount is not consistently applied.
18 votes -
Claims Reversal Entries
After generating transactions in the claims module setup a procedure to reverse the entries if needed like in revenue entry.
18 votes -
Prohibit Will Advise or Cancelled Status on Self Haul
Right now, orders can be canceled or set to will advise status when self haul has been authorized. It would be great if you could add a check box in the order status options in Administration that would block changing to a status if Self Haul has been authorized. This would be something that we as administrators would determine which ones to apply this block on.
17 votes -
Make purchase order available as a required field
We need PO available as a required field to force coordinators to enter the PO number on billed orders.
17 votesCase MOV-6016 logged for requests to add to the list of required fields.
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