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MoversSuite Enhancements

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MoversSuite Enhancements

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  1. We have now been on Movers Suite for over 4 years and some of our storage accounts are being billed with supplement numbers over 99. An example is order 253735. When you look at the transaction screen, the supplement number is only two places so it is not showing the entire number of 101, 102 etc. It looks like 10. This is creating problems since the infamous transaction screen does not sort by date and you have to look through all the transactions to find a particular one to reverse etc. Can this field be expanded to three spaces?

    2 votes

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  2. Each GBLOC/Base normally will have a list of agents approved to provide services. Just as contacts are added, the idea would be to associate the approved agents to the GBLOC. Next an agent selected from the list of approved agents for the move would display in Revenue Entry for possible commissions due to.

    2 votes

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  3. 2 votes

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    0 comments  ·  Billing  ·  Admin →
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  4. Add zip code serach function by clicking on "postal code"

    2 votes

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  5. Add ability to uncheck all collectors in AR Credit & Collections

    2 votes

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  6. Have the individual who is scanning show up in the system for those who are maintaining the system and processing errors. IT Dept. cannot tell what person to contact in the company when an error occurs. It would be easier to go directly to the person who made the scanning error vs. sending a company or department wide email message.

    2 votes

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    1 comment  ·  Admin →
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  7. 2 votes

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    1 comment  ·  Admin →
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  8. Import salesperson, oa surveyor and coordinator from UniGroup downloads.

    2 votes

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    1 comment  ·  Admin →
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  9. It would be nice to able to have a fixed percentage of packing included in the balance available to be advanced to driver if he is doing a pack and load.

    2 votes

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  10. 2 votes

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  11. 2 votes

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  12. 2 votes

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    1 comment  ·  Admin →
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  13. As a visual cue to dispatchers we would like the ability to assign colors to different rows and cells in the local dispatch grid. The colors can signify anything the dispatcher wants. The colors would also need to remain on the grid after the dispatcher exits a session. All users would see the same colors as assigned by the dispatcher.

    2 votes

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    1 comment  ·  Admin →
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  14. Can we please submit an enhancement request to Mover’s Suite that will elicit a response from the Build Historical Statements (Commission Statement Management section) command even when no transactions are found? Even a response such as “No transactions have been found for the vendors/periods entered.” would be better than not knowing whether the command has been executed, since now there is currently no response whatsoever if no data is returned.

    2 votes

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  15. when keying cash receipts we key a check number but unable to search by that check number when researching.

    2 votes

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    1 comment  ·  Admin →
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  16. Add a Save & New Receipt button instead of having to click Save and then New > New Cash Receipt.

    1 vote

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    0 comments  ·  Cash Receipts  ·  Admin →
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  17. Add Quantity and Rate fields to the Generic revenue Import

    1 vote

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  18. Create a "Mass Update" for Rate Matrix

    1 vote

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  19. Can you add to the Adim History tracker changes made in the accounting tab (Vendor IDs, Commission plan changes/updates)?

    1 vote

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  20. Our customers and coordinators like to have 1 email trail so all the information on their order is easily accessible. Movers Suite Email set ups are only for outgoing emails, and the emails do not stay in the same email trail. Creating an Outlook Add-In where a coordinator can choose the order number that the email is for would allow the communications to automatically be included in the order.

    1 vote

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