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  1. automatically upload emails/attachments to notes if an order is in the subject line

    23 votes

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    1 comment  ·  MoversSuite Enhancements » Document Management  ·  Admin →
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    Martin Mayotte supported this idea  · 
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    Martin Mayotte commented  · 

    The long distance dispatch is a great tool for transit reports, but it also helps us with quarterly reporting to our clients.

    Since long distance dispatch pulls data from different fields found in order information, I would like to see the lead type added to the long distance dispatch.

    Why? Lead source helps us specifically identify what client we are working with. This is particularly important when we work with accounts that send us more than one client. For example, if my national account sends us 15 clients and wants reports on each, having the lead source added to the long distance dispatch would help break it down, otherwise it's a manual process.

  2. The long distance dispatch is a great tool for transit reports, but it also helps us with quarterly reporting to our clients. Since long di

    3 votes

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    1 comment  ·  MoversSuite Enhancements » Reporting  ·  Admin →
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    Martin Mayotte shared this idea  ·