571 results found
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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 -
2 votes
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Add ACUAL LOAD DATE column in long distance disp grid
would like to see the ACTUAL load date column on the long dist dispatch screen. Very important info. You have a preferred and assign on...but no actual.
2 votes -
Account Profile - Display field be increased in size
Our Account Profiles have longer descriptions than what we are able to see. There is nothing to the right of the Account Profile in the Order Information or Revenue Entry Modules. Would you please increase this to match the size of the field so we can see the whole description?
2 votes -
RMCs, RMC locations and Account locations as separate data entities
Today the MoversSuite data model doesn't support RMCs and their locations. This forces our group to put RMC data into Accounts making later selection and downstream reporting very difficult. Instead we have to use multiple User Defined labels to separate them out. This causes customer service reps to frequently select the wrong one which could apply a number of other rules to or effects to the order. If the model was changed to incorporate RMCs as well as RMC locations and Account locations this would enable us to better ensure we didn't apply incorrect business logic in MoversSuite.
Please see…
2 votes -
2 votes
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Special Instructions Archiving
Can you implement archiving of an order's special instructions, both Origin and Destination, so that if a user add an account profile to an order later and the original instructions are overwritten, the user will still be able to access the original instructions and change them if they need to?
2 votes -
SID
Pull SID into MS from QTG since now that is important. Tracking number is also SID number on opportunity page.
2 votes -
New Feature
Please add a spot for the crew members phone number in the personnel information tab through dispatch. So that it can be seen by anyone who has access to local dispatch
2 votes
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