Note Type Setup

MoversSuite Administration > Customer Service > Note Type

Define note types to categorize documented notes in MoversSuite. These types will be available through the Type field in Add Note. MoversSuite will also reference note types when exchanging memo data with third party applications such as UniGroup Van Lines and TechMate.

For viewing options and options to help manage these records, use the Mass Record Selection Options dropdown located at the top right corner of the screen. Details on each option is found within Mass Record Selection Options. Notice some options include “Inactivate Items Shown…” and “Activate Items Shown”. Keep in mind that whatever option is chosen will apply to all the records on the screen; therefore, when used, be sure to use Search or Advanced Search to narrow the list to only the Personnel Setup records needed for the Mass Record Selection Options chosen.

Figure 9: Mass Record Selection Options menu

The following table describes the fields available within this setup.

Field

Description

Note Type

Enter description for the type of documented note (up to 128 characters). Users can assign the Note Type through the Type field in Add Note.

Tip:

MoversSuite recommends using a carrot symbol (^) in the Note Type description to indicate inclusion of notes of this type in an upload to a third party application.

Military/Government:

Establish a value for type 619-1 Note to be associated to military orders. Notes of this type will allow remarks to display on Form 619-1.

Van Line Code

Enter the code that is used by a third party interface in identifying this record when exchanging data with MoversSuite (up to 10 characters). Verify required codes with all supported third party applications.

Default Note Type Values

The following table lists the default Note Type values needed by MoversSuite.

Important:

MoversSuite provides a standard list of default Note Type records many of which are required by certain pieces of functionality. Please do not alter the default list of Note Type values.

Default Value

Additional Phone Contact

Address/Phone Change

Claim Notification

Claims

Collections

Customer Service Miscellaneous

Date Changes

Equipment Needed

Lead

Local Dispatch

Long Distance Dispatch