New Articles

  1. AR Payment Batch (Accounting) - Screen Update for Posted Batches (17954)

    The AR Payment Batch screen has been updated to disable the Deposit and Auto Apply fields for posted batches. Additionally, the 'Apply,' 'Delete,' and 'Pencil' icons (not shown)  are now hidden once the posted batch is closed. Pathway: ...
  2. Account Class (Setup) - 'Default Receive Service Notification' Field Reverting Back to 'Yes' (18156)

    An issue has been resolved to Add/Update Account Class where the 'Default Contact Service Notification' setting would revert to 'Yes' after being changed to 'No'. ...
  3. Inbound/Outbound (Operations) - Support for Multiple Profiles and Materials (18030)

    The following changes have been made to support multiple profiles and materials: Modifications to Work Type Setup Pathway:   Setup > Operations > Work Type In Work Type Setup, the following changes were made: 'Enable Lo...
  4. NavuNav (IOS) - Stops Marked With Exception Not Syncing (18122)

    An issue in NavuNav iOS that prevented stops marked with an Exception from syncing back to Dispatch has been resolved.  Pathway: Operations > Dispatch
  5. 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...
  6. Route Management (Operations) - Service Region Filter Relocated (18115)

    The Service Region filter has been relocated to an optional side screen filter, enabling additional filtering after the results have loaded. Pathway:  Operations > Route Management > Current [tab] ...
  7. Sales Results Net New

    Pathway: Reports > Analysis > Sales Results Net New  The Sales Results Net New Report tracks revenue changes across accounts, covering new sales, service increases, and service decreases. It calculates the overall impact and attributes...
  8. NavuNav (Android) - Rerouting Logic Updated for Missed Turns (17348)

    An issue has been resolved that prevented the NavuNav app from re-routing when the driver took a wrong turn and went off route. ...
  9. NavuNav (Android) - Sync Status Screen Added (17374) [New Feature]

    A Sync Status screen has been added to the NavuNav Android app to retain all transaction statuses for one week. If a connection is lost, the system will save records in a queued status and automatically attempt to resync once the connection is resto...
  10. NavuNav Screen Overview Basics (Android)

    The following article provides an overview of the NavuNav features, specific to the NavuNav Android driver application.  Driving Directions (Turn-By-Turn Navigation) NavuNav's Driving Directions feature is designed to enhance navigation ...