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Created On: 01/24/2023
in Accounts Home Services Pathway: Customer > Search > Accounts Add an active service to a site using the 'Add Active Service' editor. After a service has been added it will display in the Active Services section on the Customer Details screen where it can be exp...
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Pathway: Accounts > Search > Accounts Tasks can be added to a customer's account for any reason where followup, further review, or something related to the successful operation of the account is needed. The Add Task tool allows users to ...
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Created On: 01/24/2023
in Accounts Home Search Pathway: Accounts > Search In the Accounts module, users can search for accounts and sites using various methods. By using the Search Type and filter options, users can narrow down the returned results according to their preferences. ...
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Pathway: Accounts > User Activity The User Activities screen monitors and presents the activities of user accounts in an interactive grid for review. This screen offers two view options that modify the displayed content. Filters can be applied ...
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Pathway: Accounts > Search > Accounts Add an appointment to a customer's account for future meetings, events and followups. An appointment can be added from the account's menu option, or by right clicking within the calendar. ...
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Pathway: Home Screen; Navu Requests Icon The Navu Requests tool enables users to communicate issues and requests to Navusoft. After submitting a ticket request, users can track its status within Navu Requests tab set. Additionally, any c...
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Created On: 01/23/2023
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Created On: 01/23/2023
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Created On: 01/23/2023