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9 results found

  1. Have a copy of the payment receipt automatically upload to document manager.

    28 votes

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    1 comment  ·  MoversSuite Enhancements  ·  Admin →
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    AdminAlex Ruppe (Project Manager, MoversSuite) commented  · 

    Reference Development case #MOV-6130

  2. SIT Conversion date

    7 votes

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    0 comments  ·  MoversSuite Enhancements » Recurring Billing  ·  Admin →
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    AdminAlex Ruppe (Project Manager, MoversSuite) supported this idea  · 

  3. Generic Revenue Import - Add optional revenue details to import

    4 votes

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    0 comments  ·  MoversSuite Enhancements » Billing  ·  Admin →
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    AdminAlex Ruppe (Project Manager, MoversSuite) shared this idea  · 

  4. Local Services Crew Names Auto Expanded

    4 votes

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    1 comment  ·  MoversSuite Enhancements » Move Management  ·  Admin →
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    AdminAlex Ruppe (Project Manager, MoversSuite) commented  · 

    There is a Local Services Quick View available through the right-click menu that provides a constant list of the full crew.

    Also, if you hover over the Crew cell in the grid, it also displays the full list.

    Let me know if this is not enough. If not, then we can look in to adding right-click option to expand/collapse the service details.

  5. automatically open texting when MS is opened

    2 votes

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    2 comments  ·  MoversSuite Enhancements » Move Management  ·  Admin →
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    AdminAlex Ruppe (Project Manager, MoversSuite) commented  · 

    Hello, this is on our list of to-do items for improvements being made to our Text Messaging system. Thank you and I'll reach out to you when this feature is being worked on.

  6. Match downloads to GBL

    2 votes

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    1 comment  ·  MoversSuite Enhancements  ·  Admin →
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    AdminAlex Ruppe (Project Manager, MoversSuite) commented  · 

    Thank you for the suggestion. We have logged a case to get this GBL recognized on downloads. Reference number is MOV-5487.

  7. Posted and Unposted Transactions Tab

    14 votes

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    4 comments  ·  MoversSuite Enhancements  ·  Admin →
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    AdminAlex Ruppe (Project Manager, MoversSuite) commented  · 

    We are in the process of re-designing the Transactions tab. Your input is greatly appreciated. Please feel to reach out to me if you have any specifics.

  8. TEXT MSG POSTING

    6 votes

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    3 comments  ·  MoversSuite Enhancements  ·  Admin →
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    AdminAlex Ruppe (Project Manager, MoversSuite) commented  · 

    In release 2019 R13, we offer the ability to copy the entire contents of a message (incoming and outgoing) and paste it into a document, new message, or a note. The copy includes when it was sent and by whom.

    This functionality aside, the information contained within Text Messaging will always be available to retrieve at any time that is needed (we plan on making it easier to locate a message chain in the future). Is there any particular reason that the text information must be saved as a note as well? We do like the idea of saving the chain (or conversation) to PDF and attaching to Document Management.

  9. allow voiding notes when entered on wrong order

    68 votes

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    under review  ·  3 comments  ·  MoversSuite Enhancements » Move Management  ·  Admin →
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    AdminAlex Ruppe (Project Manager, MoversSuite) supported this idea  ·