Settings and activity

15 results found

1. Add supporting documents/ files

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   0 comments  ·  MoversSuite Enhancements » Payment Management  ·  Edit…  ·  Delete…  ·  Admin →
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   Brian shared this idea  ·  Nov 29, 2022

2. Add an auto-calc feature for revenue entry adjustments.

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   0 comments  ·  MoversSuite Enhancements » Billing  ·  Delete…  ·  Admin →
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   Brian supported this idea  ·  Jun 29, 2022

3. Add invoice number into revenue entry transaction screen

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   0 comments  ·  MoversSuite Enhancements » Billing  ·  Delete…  ·  Admin →
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   under review  ·  AdminAlex Ruppe (Project Manager, MoversSuite) responded

   Case MOV-6049 was logged in 2021 to redo the entire grid within the Transactions tab. I added expanding the Invoice column to display the entire number and not just Y or N.

   Brian supported this idea  ·  Jun 29, 2022

4. Screen should stay on the tab you are on when you go from one order to another.

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   0 comments  ·  MoversSuite Enhancements » Billing  ·  Delete…  ·  Admin →
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   Brian supported this idea  ·  Jun 29, 2022

5. Offer a way to get an electronic signature from customers on document.

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   0 comments  ·  MoversSuite Enhancements » Document Management  ·  Delete…  ·  Admin →
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   Brian supported this idea  ·  Jun 29, 2022

6. Able to create a file folder in document management that is password potected or has a higher level of user security

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   1 comment  ·  MoversSuite Enhancements » Document Management  ·  Delete…  ·  Admin →
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   Brian supported this idea  ·  Jun 29, 2022

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

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   1 comment  ·  MoversSuite Enhancements » Document Management  ·  Delete…  ·  Admin →
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   Brian supported this idea  ·  Jun 29, 2022

8. Allow statement download to automatically apply debits and credits to orders.

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   0 comments  ·  MoversSuite Enhancements » Van Line Integration  ·  Delete…  ·  Admin →
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   Brian supported this idea  ·  Aug 29, 2022

9. attachment

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   0 comments  ·  MoversSuite Enhancements » Move Management  ·  Delete…  ·  Admin →
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   Brian supported this idea  ·  Aug 29, 2022

10. It would be very helpful to bookmark the Labor Request and Equipment Request tables in the service orders so this information can be provide

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    3 votes

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    1 comment  ·  MoversSuite Enhancements » Document Management  ·  Delete…  ·  Admin →
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    planned  ·  AdminAlex Ruppe (Project Manager, MoversSuite) responded

    This is request is currently in the pipeline. Reference case MOV-6154 for any inquires on this improvement. Of note, we plan to add the following bookmarks:
    Labor Requests Total (just displays a numeric count of all requests)
    Labor Request Table (listing similar to what we show on the Local Service Quick View, i.e. Loader (1), Mover (2), etc. each separated by a line break.

    And then two similar ones for equipment.

    Brian supported this idea  ·  Feb 2, 2022

11. Document Management

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    0 comments  ·  MoversSuite Enhancements » Document Management  ·  Delete…  ·  Admin →
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    Brian supported this idea  ·  Jan 4, 2022

12. DRAG and DROP documents

    8 votes

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    0 comments  ·  MoversSuite Enhancements » Document Management  ·  Delete…  ·  Admin →
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    Brian supported this idea  ·  Jan 4, 2022

13. Email customer survey automatically once order is complete

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    0 comments  ·  MoversSuite Enhancements » Move Management  ·  Delete…  ·  Admin →
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    Brian supported this idea  ·  Jul 22, 2021

14. MS email program

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    0 comments  ·  MoversSuite Enhancements » Move Management  ·  Delete…  ·  Admin →
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    Brian supported this idea  ·  Jul 22, 2021

15. Payment Management

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    0 comments  ·  MoversSuite Enhancements » Payment Management  ·  Delete…  ·  Admin →
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    Brian supported this idea  ·  Jun 29, 2021