566 results found
-
INACTIVE indicator added to 'Merchant Name' title bar (w\o expanding) - speedier administration & troubleshooting of Electronic Merchant.
Somehow indicate \ distinguish between ACTIVE and INACTIVE entries without having to open each one. Use of the word INACTIVE or some other indicator: INACTIVE, <Inactive> , Italicize the text, etc.
This could potentially apply to other locations in Admin Tool, but I am aiming it at the Electronic Merchant
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 -
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.
1 vote -
1 vote
-
Recurring Storage - Labeling for Transactions
The description of the Recurring Charges would be easier to look through if the date started with the Year so that all the months in the same year would be grouped together in numerical order.
1 vote -
New feature:
On the Name, Address, Phone section Add a place to put the customer's spouse along with a phone number, email in one section. Also include a place to list a family member who is assisting with move.
1 vote -
Get API functionality to use other ERP's
The ability to use a different ERP (i.e. Sage Intacct) for ease of use.
1 vote -
Local Service Created By
When running IDLE report, show under the person who created the service based on their log-in vs showing under the order coordinator.
This will allow when there's an idle service to advise the person who created the service instead of the coordinator who may or may not be aware of the service.
I've added the email communication explaining from the case I submitted.
1 vote -
Branch Code on CSI cc report
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 -
Add supporting documents/ files
Ability to add supporting documents/ files to Payment Management deposit batch to support journal/AP/CR entries
1 vote -
Forms Save as a Word Doc
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 -
Convenience Fee Option
Would like the ability to add a percentage to credit card payments for a convenience fee.
1 vote -
Locking Online Payment Amount
Ability to lock required payment for customer online payments made. Dont want the ability to change amount that has to be paid.
1 vote -
BITool - I suggest you add a date category for Last Month /Last Year to compare Last Month to same month in P/Y.
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 voteSuggesting this idea to EnterpriseBI, our BI Tool provider. Thank you.
-
Clean up Drop down Menu selections
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 -
credit card
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 -
Cell Phone Number Required Field on Book
Make Cell Phone number a required field when booking an order
1 vote -
Filtering Claim Status
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 -
Allow us to select multiple claims at once and update their status
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 -
Allow more email options when right clicking to send emails in the claims module
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
- Don't see your idea?