Key:

Estimate Imported into MoversSuite from the IGC Interstate database

Estimate Imported into MoversSuite from the IGC Local database

Send to Survey to the IGC Survey database

Send to Survey to the IGC Interstate database

Send to Survey to the IGC Local database

U – in the key column indicates that the field is modified when an update occurs.  For example, the Estimate Amount in MoversSuite is updated when the Estimate Import is executed for an existing estimate.  Likewise, the StartLoad field is updated in the IGC Interstate database based on changes to MoversSuite > Move Information > Load Dates when a Send to IGC for Survey is executed for an order that already exists in the Interstate database.

MoversSuite Field Referenced

Import

Send

EI

EL

S

SI

SL

Agents > Booking Agent

Agents > Destination Agent

Agents > Origin Agent

Agents > Survey Date

U

Agents > OA Surveyor

Billing Information > Rating Information > Estimate Amount

U

U

Lead Type (displays in new sales lead)

Lead Source (displays in new sales lead)

Move Information > Load Dates (first in Range)

U

U

U

Move Information > Load Dates (second in Range)

U

U

Move Information > Delivery Dates (first in Range)

U

U

U

Move Information > Delivery Dates (second in Range)

U

U

Move Information > Weight

U

Move Information > Miles

U

Move Information > Disc l/h (linehaul)

U

Move Information > Pack Dates (first in Range)

U

U

U

Move Information > Pack Dates (second in Range)

U

U

Move Information > CPU Quantities > Crates > Description *

U

U

Move Information > CPU Quantities > Crates > Height *

U

U

Move Information > CPU Quantities > Crates > Width *

U

U

Move Information > CPU Quantities > Crates > Length *

U

U

Move Information > CPU Quantities > Crates > Cubic Feet *

U

U

Move Information > CPU Quantities > Crates > Quantity (set to “1”) *

U

U

Move Information > CPU Quantities > Containers, Packing, Unpacking *

U

U

Name, Address, Phone > Last Name/Company Name

U

U

U

Name, Address, Phone > First Name/MI

U

U

U

Name, Address, Phone > Moving From > Home Phone

U

U

U

Name, Address, Phone > Moving From > Work Phone

U

U

U

Name, Address, Phone > Moving From > Work Phone > Ext

U

Name, Address, Phone > Moving From > Address (first line)

U

U

U

Name, Address, Phone > Moving From > Address (second line)

U

Name, Address, Phone > Moving From > City

U

U

U

Name, Address, Phone > Moving From > State

U

U

U

Name, Address, Phone > Moving From > Country (set to “1”)

U

U

Name, Address, Phone > Moving From > Postal Code

U

U

U

Name, Address, Phone > Moving From > Email

U

U

U

Name, Address, Phone > Moving To > Home Phone

U

U

U

Name, Address, Phone > Moving To > Work Phone

U

U

U

Name, Address, Phone > Moving To > Work Phone > Ext

U

U

Name, Address, Phone > Moving To > Address (fist line)

U

U

U

Name, Address, Phone > Moving To > Address (second line)

U

Name, Address, Phone > Moving To > City

U

U

U

Name, Address, Phone > Moving To > State

U

U

U

Name, Address, Phone > Moving To > Country (set to “1”)

U

U

Name, Address, Phone > Moving To > Postal Code

U

U

U

Name, Address, Phone > Salesperson

U

Notes (Note Type of “Lead” and Subject of “IGC Note”) **

U

U

Orders.CreatedBy (displays when creating a new lead)

Orders.CreatedOn (displays when creating a new lead)

U

U

Order Status (set to “Lead”)

U

U