This section lists the enhancements added to MoversSuite.
Order History
In MoversSuite, Order History can now access to additional data fields – 36 to be exact!
There is a lot of new information available in Order History. Specifically, the following fields and data are now tracked. Refer to the Order History Fields listing for a complete list.
From the Name, Address, Phone tab:
•Email Addresses
•Moving To - Secondary
•Phone Numbers listed by their type, such as Origin Work, Origin Home, etc.
•Consignor Information > Consignor
•Consignor Contact
•Consignor Phone
•Consignor Extension
•Consignee Contact
•Consignee Phone
•Consignee Extension
From the Contacts and Locations (Office & Industrial) tab:
•Email Addresses
•Phone Numbers listed by their type, such as Origin Work, Origin Home, etc.
From the Billing Information tab:
•Revenue Clerk
•Hauling Documents Received
•Purchase Order Number
From the Agents tab:
•Agreed Discount (Origin, Hauling and Destination)
•Primary Contact Phone Number (for each Agent Type listed)
•Primary Contact Extension (for each Agent Type listed)
•Primary Mobile Number (for each Agent Type listed)
From the Move Information and Job Information (Office & Industrial) tab:
•Valuation > Per Pound
•Valuation > Amount
•Service Type
From the Military/Government tab:
•Date Paperwork Submitted to Base
•Original Weights Date
•Re-Weigh Weights Date
From the SIT/Recurring Billing tab:
•Authorization (Origin and Destination)
•In Date Actual (Origin and Destination)
•Out Date Actual (Origin)
•SIT Discount (Origin)
As an example, a customer is given his new phone number at his new job. Currently, the phone number listed is (970) 256-1616 x222 for "Origin Work." If the phone number is updated to "(970) 255-1650 x123" for "Destination Work", the Order History will document it as follows:
Changed: Phone Number (Origin Work)
To: (blank)
Changed: Phone Number (Destination
Work)
To: (970) 255-1650 x123
Or, in Office & Industrial, if a contact named Glenda Simmons’s email changes, Order History will document like this:
Changed: Email (Glenda Simmons)
To: glenda.simmons@email.com
Likewise with phone
numbers:
Changed: Phone Number (Glenda Simmons)
To: (970)
256-1616
NOTE: If the Contact Name is changed at the same time as the email or one of the phone numbers, then record the data under the new Contact name.
MORE INFORMATION:
INTERNAL REFERENCE:
MOV-5808, MOV-5950, MOV-6231, MOV-6322, MOV-6430