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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
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Created On: 01/23/2023
in Setup Home
Pathway: Setup > System > User; Permission; Role; Division
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Created On: 01/23/2023
in Setup Home Setup - Other
Pathway: Setup > Operations > Holiday Schedule Utilize the Holiday Schedule tool to create, schedule, and update holiday dates. Scheduled holidays appear on all customer calendars and the customer portal. The tool consists of two secti...
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Created On: 01/23/2023
in Database Home
Pathway: Database > Notification History and Block List The Notification History tool contains a log of all SMS and Email notification types users have sent from the Navusoft system. Notifications do not immediately display upon first o...
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Created On: 01/23/2023
in Setup Home Waste Profiles
Pathway: Setup > Services; Operations This article details the setup required for waste profiles which includes: Enable Line of Business EPA Waste Codes Setup Charge Code Setup Enable Line of Business Pathway: Setup > Se...