Field

Description

Order Number

This field displays the MoversSuite identification number assigned to the order.

Shipper

This field displays the shipper name as set through the Last Name/Company Name field within Name, Address, Phone.

Note Information

Public/Private

The defaults to Private. This flag determines whether the note is visible outside of MoversSuite or not.

Private means that it won’t be sent along with order data to other external systems outside of MoversSuite.

Set to Public to allow the note to be shared with external systems.

Type

Select a note type from the list of those defined within Note Type Setup. 

The note type places the note in a particular category and identifies the record as exportable to a third party application, if utilized (see Note Type Setup for details).

Subject

Enter text providing the purpose or title of the message (up to 256 characters).

Memo

Enter the detailed portion of the note.  The length of this message is virtually unlimited.

Send to Van Line

These options are available within the Unigroup Integration. See Figure 8.

Enabled

Check Enabled to allow the note to be uploaded to a third party application, such as to UniGroup Memo Pad, and to activate the Private and Initials fields.

Hotkey: ALT + E

Private

Check Private to mark the note record as one that outside agents cannot view.  Only the van line and the MoversSuite user will see Private notes.

Initials

Enter the initials of the person to identify the creator of the note within a third party application (up to 4 characters).

Save

This function permanently adds the note record for the order.  Please verify the content of the note prior to pressing Save; users cannot delete note records.

Hotkey: ALT + S

Cancel

This function discards the note addition and closes the screen.