This article applies to the following roles: Administrator Agency Administrator Supplier Summary This article describes the billing processes and timelines in MoveIT so that you and your organisation can effectively understand when you will be billed for referral fees or when referral fees will be paid out to your organisation. There are two key billing …
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Tasks and Follow-Ups
This article applies to users with one of the following roles: Administrator Agency Administrator Branch Manager Agent Supplier What are tasks? Tasks can be created in MoveIT in order to help users and their teams manage activities related to their referrals and instructions in the system. How can I create a task? At present, the …
Supplier Contact Types
This article applies to users with one of the following roles: Suppliers As of MoveIT 0.16.0 suppliers are able to specify a number of different contacts for their organisation as well as what those contact details should be used for. What Type of Contacts Can be Listed? At time of writing there are three different …
MoveIT Internal Communications
This article applies to users with one of the following roles: Administrators Agent Administrators Branch Managers Agents Suppliers In MoveIT 0.16.0 we have improved the ability for Agent Administrators to communicate with Agents in their organisation via MoveIT, to assist with the management of referrals and instructions. How Does the Internal Communications Process Work? Agent …
MoveIT Notifications
This article applies to users with one of the following roles: Administrators Agent Administrators Branch Managers Agents Suppliers What’s New? We recently launched a new notifications functionality in MoveIT with the initial functionality allowing users to be notified of new Help Content that had been posted so that user’s were aware of new functionality available …
Branch Supplier Panel Management
This article applies to users with one of the following roles: Administrators Agent Administrators Branch Managers As of MoveIT V0.16.0 it is possible to manage the supplier panel of a branch via the MoveIT UI. What is a Branch Supplier Panel? When generating quotes or creating referrals in MoveIT the choice of supplier that is …