Articles
Work Order (Accounts) - Work Order Not Generated When Adding a New Service to a Contract (18123)
An issue that prevented work order creation when adding a new service to a contract has been resolved. Previously, if a service not already established on an account was added, the system failed to trigger the delivery work type event. P...
Customer Service (Accounts) - VIP Priority Sites (18297) [New Feature]
A new 'VIP' priority indicator has been added to the Add/Edit Site screen to designate service locations with VIP status. When selected, this indicator will appear on the Customer Service screen, in Dispatch on the Services List, and on the driver...
Site Truck Inventory (Accounts) - Edit/Save Logic Updated (17891)
Previously, editing a truck from the Site Inventory screen triggered a full refresh of the account and related fields after each save, causing the screen to blink and making it difficult to edit multiple fields within the popup. Logic has been updat...
Orders, Quotes and Contracts (Accounts) - Proposal/Contract Price Change Doesn’t Recreate Service Record (18154)
An issue has been resolved that prevented service records from being generated when processing a price decrease through a contract. ...
Contacts (Accounts) - Contact 2 Selection Defaults to Primary Billing Contact 1 Upon Save (18192)
When assigning a contact as Primary Billing Contact 2, the system was incorrectly saving them as Primary Billing Contact 1. Pathway: Accounts > Customer Service Screen > Contacts ...
AR History (Accounts) - Error Message Displays When Attempting to Process a Write-Off (18111)
An issue has been resolved that caused an error message to appear when a user attempted to process a write-off in AR History. Pathway: Customer Service Screen > AR History ...
Add Account & Add Site (Accounts) - Display 'Suggested' Service Regions (18433)
Suggested Service Regions have been added to the Add Account and Add Site screens. Suggested regions are determined based on the address's latitude and longitude, falling within the polygon defined in Service Region Setup. Pathway...
Edit Active Service (Accounts) - Updates to Future Site Service Charges (18085)
An issue has been resolved where charge codes were duplicated when a service had a pending change, either through the Edit option or a Rate Update Batch, with a future start date and an additional edit was applied. ...
Contracts/Proposals (Accounts) - Ability to Text Message Documents for Viewing and Signing (18405) [New Feature]
Proposals and Contracts now support sending documents to contacts via text message for viewing and signing. To accommodate this enhancement, the Send Email button has been replaced with a Send Notification drop down, offering options for Emai...
Add Manual Charge (Accounts) - Logic Updated to Charge Codes Disabled from 'Manual Charge' (18703)
The logic for the Charge Code field in the Add/Edit Manual Charge screen has been updated to prevent charge codes without "Enable Manual Charge" set to "Yes" from appearing when using the field as a search box. Pathway: Setup > Se...
Customer Service (Accounts) - Updating Service Keeps Prior Scheduled Day (18364)
An issue has been resolved in Edit Active Service that caused the previous service day(s) to be retained when a new service day was selected and saved. Pathway: Customer Service (Accounts) > Edit Active Service ...
Customer Service (Accounts) - Frequency Logic Updated When Changing Frequency to Monthly (18587)
Previously, when the service was updated to a monthly frequency and the service day remained the same, service records were not being generated. This issue has been resolved. Pathway: Customer Service (Accounts) > Edit Active Service ...
Shared Services (Accounts) - Enhancements to Parent and Child Sites of Shared Services (18509)
The following enhancements have been applied to shared services: Parent Site of a Shared Service The Share icon has been moved to its own column, allowing it to remain visible even when the service is collapsed. Logic has been updated t...
Wallet (Accounts) - Wallet Feature Now Available to Prospect Accounts (18797) [New Feature]
The Wallet feature is now available for prospect accounts. When viewing the Account Wallet for a prospect, the View History and Post Payment columns are hidden. Pathway: Customer Service Screen > Wallet (Account Details) ...
Billing Settings (Accounts) - Logic Updated to Surcharge Group Billing Setting (18767)
The logic for the Surcharge Group field has been updated to exclude inactive surcharge groups from the drop down list. Pathway: Customer Service Screen > Site Details [ right click ] > Billing Settings [ Edit Site } ...
Service Records (Accounts) - Updates to Posting Permissions (18768)
Posting status logic within the service record has been updated, affecting the following permissions: 341 (Change Work Order to Ready to Post), 342 (Change Work Order to Posted), and 472 (Reverse Work Order Posting Status). Scenario Examples ...
[75.1 Release] Edit Active Service (Accounts) - Credit Amount Not Displaying for Ended Services with Proration Configured (18986)
When a service was terminated during a billing period that had already been invoiced, and proration was configured for the service code, the prorated credit amount did not display on the Edit Active Service screen. This has been resolved. ...
[75.1 Release] AR History (Accounts) - Auto Apply Process Not Applying Unapplied Payments (18988)
An issue has been resolved that prevented the Auto Apply link in AR History from applying unapplied payments to open invoices. Pathway: Customer Service Screen (Accounts) > AR History ...
[75.1 Release] Work Orders (Accounts) - Unable to Save Disposal Ticket When LEED is Enabled on the Site (18978)
An issue has been resolved that prevented disposal tickets from being saved when LEED tracking was enabled for the site. Pathway: Customer Service Screen > [select] Work Order ...
[75.1 Release] Service Records (Accounts) - Driver Notes for Exceptions Not Visible on Work Order (19012)
An issue has been resolved where notes entered by the driver in NavuNav for stops marked with an Exception were not displaying in the Completion/Exception Notes field of the Service Record. ...
[75.1 Release] Service Records (Accounts) - Update to Timeline Tab (16498)
The Timeline tab for Service Records is now available for work orders with a status of "In Progress." Previously, it was only available for work orders with a status of "Not Serviced" or " Completed." Pathway: Customer Service Screen...
[75.1 Release] Site Service (Accounts) - Equipment Ownership Set to ‘Company’ Not Saving Correctly on Services (18295)
An issue has been resolved where selecting Company in the Equipment Ownership field did not save. Pathway: Customer Service Screen > Active Services ...
[75.1 Release] Orders, Quotes and Contracts (Accounts) - Lost Proposal with Close Notes Over 30 Characters Could Not Be Opened (18270)
An issue has been resolved that prevented lost proposals with close notes longer than 30 characters from opening to view details. Pathway: Customer Service Screen > Orders, Quotes and Contracts ...
[75.1 Release] AR History (Accounts) - Invoice Link to View WO or Scale Ticket Returns Error (18138)
An issue has been resolved that caused the link to view a work order or scale ticket from an invoice to return an internal server error. Pathway: Customer Service Screen > AR History ...