Many data grids allow a user to view additional options through the use of a right-mouse click (RMC). To use this option, simply select a record within a data grid or click in a grid using a mouse and press the right-side of the mouse. If options are available, then they will appear in a dialog box.
Figure 22: Right-mouse click options in Local Dispatch
The table below lists all the right-mouse click options available to the data grids in MoversSuite.
Notes:
- Options that appear grayed-out indicate that the option is not available to the user because the required data needed by the option does not exist or the user lacks sufficient security access.
- If records are not displayed within some grids, such as the main service grid in Local Dispatch, then the user will not be able to access the options. An exception exists within the Claims interface, where a user can evoke the right-mouse click options by doing so on the column header.
- Be aware that some RMC options apply to selected records and others apply to the data as a whole.
|
RMC Option |
Description |
Grid Location in MoversSuite |
|
Advance Management |
This option allows the user to access the Advance Management interface where advances can be generated for the selected driver. |
Local Dispatch > Dispatch Center > Crew Assignment |
|
Always Expand |
When set this grid option instructs the application to always expand the data groupings of the grid (Expand All) whenever accessed by a user. |
AR Credit & Collections > Alerts AR Credit & Collections > AR Detail AR Credit & Collections > Notes Notes Order Notes Revenue Entry > Transactions
|
|
Append To This Note |
Will open the AddNote dialog and allow a user to enter a description to be added to the selected note. |
In all Notes grids including Order Notes and the Notes tab |
|
Auto Assign to Service |
Selecting this option will automatically add the selected crew member or piece of equipment to the selected service. |
Local Dispatch > Dispatch Center > Crew Assignment and Equipment Assignment |
|
Change Status |
With this option an adjuster can change the status of a claim to one of the following: • Open • Closed • Letter Sent / Pre-Open • Trace Note: A black checkmark will appear next to the selected status. |
Claims > Claims |
|
Collapse All |
The option causes the grid to display only the highest-order group records. |
AR Credit & Collections > Alerts AR Credit & Collections > AR Detail AR Credit & Collections > Notes Local Dispatch > Order Notes Revenue Entry > Summary > Invoice > New Complete / New Supplement Invoice Revenue Entry > Transactions |
|
Collapse This Note |
Causes an expanded note record to be collapsed (or hidden). |
In all Notes grids including Order Notes and the Notes tab |
|
CPU Estimates |
Opens the Update Containers, Packing and Unpacking dialog where the user can update the estimates for materials and crating. |
Local Dispatch > Dispatch Center > Service |
|
Dispatch Status |
Allows the dispatcher the ability to change the status of the selected record to one of the following: • Crew Left for Job • Crew Arrived at Job • Job Complete • Crew Left Job Incomplete Note: A black icon will appear next to the selected status. |
Local Dispatch > Dispatch Center > Service |
|
Edit |
Allows the adjuster to open the selected record for editing within the Claim Details screen. |
Claims > Claims |
|
Edit Crew Times |
Opens the Edit Crew Times dialog where the dispatcher can make modifications to the assigned crew member(s). |
Local Dispatch > Dispatch Center > Service |
|
Edit Equipment Times |
Allows the dispatcher to update times for the equipment assigned to the service. |
Local Dispatch > Dispatch Center > Service |
|
|
An adjuster can choose from the list of available email addresses for the selected record. When an email address is chosen, a Microsoft Outlook window where a message can be written and sent to the desired contact. |
Claims > Claims |
|
Expand All |
The option causes the grid to display all records for all groups. |
AR Credit & Collections > Alerts AR Credit & Collections > AR Detail AR Credit & Collections > Notes Local Dispatch > Order Notes Revenue Entry > Transactions Revenue Entry > Summary > Invoice > New Complete / New Supplement Invoice |
|
Expand This Note |
Causes a collapsed note record to be expanded. |
In all Notes grids including Order Notes and the Notes tab |
|
Export To |
An option to export all the data displayed in the grid for all records to Excel or HTML is presented to the adjuster. |
AR Credit & Collections > AR Detail AR Credit & Collections > Contacts Claims > Claims Dynamics GP Order Inquiry Local Dispatch > Dispatch Center |
|
Go to today |
This option is available in both calendars and will reset the selected calendar to the current day. |
Local Dispatch > Day Notes |
|
Log Safety Event |
Opens the Log Safety Event dialog to allow a dispatcher to enter a safety event. |
Local Dispatch > Dispatch Center > Crew Assignment and Equipment Assignment |
|
Mark Selected Task as Completed… |
For tasks marked as not completed, selecting this option will open the Complete Task dialog prompting the user for data to mark the task as complete. |
AR Credit & Collections > Tasks
|
|
New Claim for Order |
Selecting this option will open a Claim Detail window where an adjuster can define a new claim record for the same order associated to that of the selected record. |
Claims > Claims |
|
Order Details |
Opens the Order Details dialog for the selected record. |
Claims > Claims |
|
Order Personnel |
Opens the Order Personnel dialog listing all persons associated to the selected order. |
AR Credit & Collections > AR Detail |
|
Override Service |
Allows the user to override the service status. When this option is selected a Service Override dialog box will appear requesting the user to select a Status and enter a Comment. |
Account Profile > Services |
|
Posting Information |
Displays transaction information for a posted settlement. |
Claims > Settlements > Manage Settlements Can be accessed directly from the Settlements grid as well. |
|
Reset Grid Layout |
Resets the grid display back to the default setting (Resetting the Data Grid). |
AR Credit & Collections > Activity AR Credit & Collections > AR Detail AR Credit & Collections > Contacts AR Credit & Collections > Tasks Claims > Claims Local Dispatch > Dispatch Center > Service, Crew Assignment, and Equipment Assignment Local Dispatch > Requested Services Long Distance Dispatch > Orders Tasks > Work Flow |
|
Send Email |
Sends and email to the specified contact. Refer to the Sending Email Messages from within MoversSuite for more information. |
Account Profile > Contacts |
|
Set Primary Contact |
Defines the selected contact as the primary contact for the account. |
Account Profile > Contacts |
|
Show Completed Tasks |
By default, only uncompleted tasks appear within the tasks data grid. Selecting this option will list all tasks created for the selected collector(s). |
AR Credit & Collections > Tasks
|
|
Show Future Tasks |
By default, the tasks data grid displays tasks with a Due Date up to and including the current date. Setting this option will display all non-completed tasks for the selected collector(s). |
AR Credit & Collections > Tasks
|
|
View Safety Information |
Opens the Safety Information dialog where a user can view dates and events associated to a particular crew member or piece of equipment and/or log safety events. |
Local Dispatch > Dispatch Center > Crew Assignment and Equipment Assignment |
|
View/Email Invoices |
Opens the Report Viewer displaying all invoices linked to orders displayed in the data grid. |
AR Credit & Collections > AR Detail AR Credit & Collections > Contacts |
Note: In many data fields, the following standard Microsoft Windows options will be available to the user through a right-mouse click:
• Cut
• Copy
• Paste
• Delete
For data grid records, this option is typically disabled.