17 results found
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Add the ability to define a "script" for tasks.
It would be nice for training purposes to be able to define a "script" on tasks. For example if the task indicates that a call is needed to the shipper, the script can give helpful instruction on the things to discuss. The script could also have more detail on what is expected to be done in order to complete the task.
10 votes -
Required Note Entry for Task Completion
As Tasks are updated, require that that a Note entry is made. This would work in the same way as required fields.
6 votes -
task post
when the task is completed/checked, a note must automatically populate in notes and in UVL/MF memo side. This will eliminate many duplicated/triplicated steps. Task is currently not user friendly and suggest an automatic note.
5 votes -
Increase Task Definition from 25 to 35 characters to give a little more detail to CS.
Increase Task Definition from 25 to 35 characters to give a little more detail to CS.
3 votes -
make icon alerting a note to a task colored
When making a note to a task, it's very hard to see the icon that alerts you that the task has a note attached to it. It would be helpful if that icon was a different color. Otherwise it blends in.
3 votes -
new column needed
Add the column for Customer #. We create tasks for credit checks and if there was a column with the customer # or name that is attached to the order that would be helpful
2 votes -
Add an editable Hauler column to Tasks.
With so many containerized/converted shipments it would be helpful to be able to sort tasks by Hauler. This would streamline tracking by making it easier to identify all orders on a specific driver or common carrier.
2 votes -
Notes documentation for completed tasks
As tasks are completed pop up the Notes dialog that allows the users to document how the task was completed. Such as spoke to shipper about packing. At the same time allow the note to be uploaded to a van line notes system where an upload is available
2 votes -
In the task list, after selecting "Not Applicable:, leave the task in the task list, but grayed out.
In the task list, after selecting "Not Applicable:, leave the task in the task list, but grayed out.
2 votes -
Add a new column for Customer First Name to the Tasks Module grid
In the same way that the customer Last Name field shows on the Task Module grid as 'Shipper', include the Customer First Name field (from the Name, Address, Phone tab) as well.
1 vote -
Task Grouping
Would like the ability to group tasks for multiple users or multi-select users so that tasks will display on one screen so that it is easy to see what tasks need to be completed for certain departments or groups of people.
1 vote -
To be able to put Movers suite in training mode.
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 -
Add DA information columns to the Tasks screen.
With so many containerized/converted shipments, it would be helpful if we could sort by DA, as well as, OA. This will streamline communication making it easier to ask about all orders on any given day with one call/email.
1 vote -
With date dependent tasks, add an option to not include weekends on a task by task basis
One of our MS tasks is a 72 hour call. When we have a shipment packing and/or loading beginning on a Monday, the 72 hr call comes up on the Friday before. While that is technically 72 hrs, the Friday before is when we make our ETA call. We should be making the 72 hr call the Wed. before. Right now we have to manually adj the 72 hr call task date if shipment starts on Monday. Brenda
1 vote -
new dependency date for tasks
set up new dependency dates of bill date and invoice date so billers can use tasks based on those dates
1 vote -
Having "set up lead" or similar as a dependency date in tasks
When working with national account moves, before customer has set dates, it would be good to have dependency date based on the lead set up in MS to set up tasks, such as contacting OA, getting estimate scheduled, going over estimate info with customer or account ,etc.
1 vote -
Being able to export task to Word or Excel
Is there a way to export your daily task list to Excel or Word?
1 vote
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