577 results found
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Credit/Bank Payment Setup
Under Electronic Payments in the drop down, can we change the box "Request e-mail when Online payment is received" to be automatically checked and then the e-mail is automatically added?
2 votes -
Support for multiple commissionable salespeople on a given order
We are looking to commission multiple individuals throughout the lifetime of an order. Right now our options are the salesperson as well as the OA surveyor. However we also want to be able to commission on lead generation through MoversSuite.
At the time this is accomplished by setting the salesperson, running the commission routine and then changing the salesperson to the referrer and re-running the commission routines.
This unfortunately is very cumbersome as well as skews our ability to report on things like lead or sales commissions.
2 votes -
add a way to select multiple people for commission, when adding to a group, we could select both the salesman and the contractor.
Could there be an option to select both the salesman and the contractor at the same time while adding commission to a group? So, we don't have to go in twice?
2 votes -
ACCOUNTING TOOLS: CUSTOMER STATEMENT SORTED BY DATE NOT INVOICE
The current customer statement in accounting tools is sorted by invoice number, not by date. This is confusing when you are trying to get a history of the cusotmer's invoices. I suggest sorting this by date, not by invoice number.
2 votes -
local dispatch crew phone number
Can you add a selectable column so the crews phone numbers will be visible in the assign crew list?
2 votes -
Cash Receipts
When a lump sum has been posted to an account for multiple shippers/customers, there is no capability to see how much of that lump sum was applied to each invoice/work order. The remaining balance does no good when trying to research how much has been applied to each shipper/customer.
2 votes -
Shop/Maintenance Function
Add a screen where shop managers can schedule services on equipment. Add a user type of "Shop" that allows access to the equipment admin. Any scheduled equipment services turn the status square red on the dispatch screen.
2 votes -
Convenience Fee Option
Would like the ability to add a percentage to credit card payments for a convenience fee.
2 votes -
Docviewer in Collections Module
Can you look into connecting the "DocViewer" to an AR Credit & Collections Customer? The thinking is it would be nice to upload the "Receivables Report" that a collections rep sends to each customer. That way, if the customer reaches out when the rep is OOO. Someone else can easily send the same report again without having to recreate it.
2 votes -
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 -
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 -
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 -
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 -
MS Crew Signatures
Hi,
Would it be possible for any docs that are available in MS Crew to auto detect any signature or text / checkbox fields and make them clickable?
That would make it easier for the crew to sign and fill out paperwork instead of having to zoom in to where they need to place each check mark and signature.
Thank you.
2 votes -
MSCrew
When in mobile crew time in local dispatch it would be helpful to have all the crew listed and not just the crew that have punches. This way if you have a guy in the warehouse that forgot to punch in it would be easier for the dispatcher to catch and correct.
2 votes -
Send to Email - Order & PO Number, and Shipper Name should be in the email subject
In Document Management when you right click and choose "Send to Email", I would like the email subject to include the Order Number, PO Number, and Shipper Name.
2 votes -
Print multiple work tickets at a time. we used to be able to but now can not
2017 r18 you guys updated us so we can print multiple work tickets. That functionality has gone away. we would like it back....PLEASE
2 votes
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