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  1. 1 vote

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    Jackie Bradford shared this idea  · 
  2. 2 votes

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    Jackie Bradford shared this idea  · 
  3. 3 votes

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    Jackie Bradford commented  · 

    OK I see that my request from 2019 must be too difficult. What if you at least add the Revenue Clerk to the data? That doesn't seem like it should be too hard and it could benefit a lot of different companies that use MoversSuite. We sometimes have a 2nd revenue clerk on an order that we have added to the User Defined Fields, so having these available in the grid would be awesome. In addition to having these in the Grid, I would like to be able to run the aging by the Revenue Clerk, like you have the sales person? Seems easy to me. Alex?

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  4. 15 votes

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    Jackie Bradford shared this idea  · 
  5. 17 votes

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  6. 20 votes

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    Jackie Bradford commented  · 

    We are actively looking for ways to work more efficiently. If we can default more information in the Account Profile, then we would have less information to enter and the fields would have a better chance of being accurate. We are tracking order information based on the data pulled from MoversSuite. Any update on adding the Move Type, Commodity, and Authority to the Account Profile?

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  7. 23 votes

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    Jackie Bradford shared this idea  · 
  8. 2 votes

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    Jackie Bradford commented  · 

    Hi - This issue makes it so inconvenient when you are trying to keep revenue together based on the day it happened. We really need the Reduction Add back item to go under the same revenue group where the reduction was taken, rather than the same type of Revenue Group that already exists. One Example: On Perm Storage - we use Transportation and change the description to Pick up. Then when it Delivers out, we add a Transportation Revenue Group and add the Delivery charges, but when the reduction is used the reduction Add back item goes under the Pick up. The other example is when we have ongoing jobs that happen multiple days.

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  9. 3 votes

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  10. 1 vote

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  11. 2 votes

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  12. 7 votes

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    Jackie Bradford shared this idea  · 
  13. 2 votes

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  14. 3 votes

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    Jackie Bradford supported this idea  · 
  15. 4 votes

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    Jackie Bradford commented  · 

    Seems like this would be easy to add - even if it was under the Shipment Details button in the Revenue Entry module.
    It is very time consuming to go in between modules.

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  16. 3 votes

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    Jackie Bradford shared this idea  · 
  17. 3 votes

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  18. 1 vote

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  19. 1 vote

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  20. 3 votes

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