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MoversSuite Enhancements

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MoversSuite Enhancements

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558 results found

  1. Since the cc charges are by branch in MSS, the branch info should come over on the CSI pay report to make separating charges by branch much easier.

    1 vote

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  2. Ability to add supporting documents/ files to Payment Management deposit batch to support journal/AP/CR entries

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  3. We would like when we create a form for a specific order for it to save to document management in a editable format.

    1 vote

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  4. Would like the ability to add a percentage to credit card payments for a convenience fee.

    1 vote

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  5. Ability to lock required payment for customer online payments made. Dont want the ability to change amount that has to be paid.

    1 vote

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  6. I suggest you add a date category for Last Month /Last Year so that you can compare the same month that would appear when selecting Last Month to the same calendar month for the prior year.

    1 vote

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  7. Items that show up within drop down menus in moversuite should be able to be deactivated so they do not show in drop down menus. For example we have many lead sources that are no longer being utilized so we would like to be able to deactivate these items so the drop down menu is cleaner and easy to sort through

    1 vote

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    0 comments  ·  Move Management  ·  Admin →
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  8. Each attempt to pay via credit card link should create a note if approved or declined. Customers reach out and we have no knowlege of attempts if we can't see them. We live in notes so that would be super helpful.

    1 vote

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    0 comments  ·  Move Management  ·  Admin →
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  9. Make Cell Phone number a required field when booking an order

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    0 comments  ·  Move Management  ·  Admin →
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  10. You should be able to filter the status options for the claim by alphabetical order, not by creation date. The way it is now makes it hard to navigate should you have a bunch of options.

    1 vote

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    0 comments  ·  Claims  ·  Admin →
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  11. I have old status's that I am trying to change, and the viewing window does not allow me to press control and select all so that I can change the status of the claims all at once. In order to delete an old status option, it cannot be in use.. so to have to individually go through thousand of claims is not really an option. I also do not want to just change the one in use either, as it does not pertain to every claim I am selecting.

    1 vote

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    0 comments  ·  Claims  ·  Admin →
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  12. I would like to be able to add in other email address options that are available for selection when right clicking and sending an email in the claims module other than email 1 & 2. I would like to be able to have the drivers email, the agents email, etc. so that we can utilize sending information through the claims module in lieu of Outlook.

    1 vote

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    0 comments  ·  Claims  ·  Admin →
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  13. Right now we have to toggle between the liabilities/chargeback section of the claim module in order to see who might be liable for the claim. I would like to have another tab added to the claim item status area that would reflect the driver/branch/agent that we have preliminarily assessed liability to for each item.

    To piggyback on this - the bookmarks should allow all of the claim status tabs to be pulled from MS. I would like to see the claim item status, etc. when generating a report.

    1 vote

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    0 comments  ·  Claims  ·  Admin →
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  14. Create data boxes so that we can document the repair firms name, date assigned to the order, and the date we receive the inspection report.

    We should be able to generate tasks that are dependent on the dates input into those fields.

    1 vote

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    0 comments  ·  Claims  ·  Admin →
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  15. I wish that in the commission statement management, that the driver emails would automatically populate from their profiles. Much time is spent typing email addresses, and if by chance they go to the wrong driver, it creates huge problems.

    1 vote

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  16. When reconciling the bank deposits to the GL transactions in GP I am comparing 1500 lines in GP to 500 lines on the bank. It would be very beneficial to have a field to input the total deposit amount so that I could sort those items together.

    1 vote

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  17. The default time is 12 AM. No one wants to send a text at midnight. We have an appointment confirmation we would like to send at 7 PM the night before. It would be great if we could specify a default time when we create the template. But if we can't do that, at least change the default time to something other than midnight :-)

    Wouldn't it be awesome if these scheduled texts could trigger from key dates like the tasks do? So the day before the survey this text would automatically go out.

    Also, allow us to set up…

    1 vote

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  18. Please add to the AR Collections Inquiry: Move Type, Commodity, Order Status and Revenue Clerk.

    1 vote

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  19. Please add all Automobile detail fields (make, model, year, etc.) to Bookmarks in Forms Designer. Right now, the two current auto related bookmarks in forms designer are True/ False indicators, so when relocation coordinators send their confirmation documents for auto shipments, it only has the letter "T" instead of pertinent vehicle shipping information.

    1 vote

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  20. While doing collections, there are many times where it would be nice to have the capability to email an Aging Report right from the Collections Module. Right now, you can export the data to an Excel file, which then needs to be save, then attached to an Outlook email.

    Better solution: Have a option that says "Email Aging" which then creates a PDF file, Opens Outlook and then puts an entry into Log Activity of what was sent and when. Much more efficient. This is similar to how you can email invoices although that email is not logged at this…

    1 vote

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