New Articles

  1. Credit Card / ACH Reconciliation - Transaction Type was not Displaying (14217)

    Created On: 01/23/2023 in Release Notes Home Release 66 Accounting - 66 Release
    An issue was discovered that prevented the Transaction Type from displaying for ACH/Bank transactions. This has been resolved. Pathway: Accounting > Credit Card / ACH Reconciliation ...

  2. Sales Management - New Column Placement for Rejected Contracts (14174) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 66 Sales - 66 Release
    Previously, rejected contracts displayed under the ' Contract Review Pending' column in the Sales Management screen. An update has relocated rejected contracts to display under the 'Contract Review Complete' column. Pathway: Sales > ...

  3. Portal (Make a Payment)- Display Payment Processing Fee (14601)[Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 67 Portal - 67 Release
    An enhancement has been made to calculate and display the payment processing fee after the user has selected a payment type. Pathway: Portal; Make a Payment ...

  4. Setup (Operations) - New Work Type Field (14540) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 67 Setup - 67 Release
    A new setup option, 'Enable Driver to Set In Progress' has been added to the Work Type Setup editor. When enabled, a drive can start or set the work order status to In Progress from their NavuNav (Android) application (v1.0.3 or later). Enabled =...

  5. Database - Division Filter added to Drop Down (Enhancement)(13913)

    Created On: 01/23/2023 in Release Notes Home Release 65 Database
    A new 'Division' filtering option has been added to the Notification History screen. When a division is selected, only notifications for that division will display. Select 'All' to clear the filter and display all divisions again. Pathwa...

  6. Addition of new alert notification type (13389) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 65 Archive
    Service in Progress notification alerts customer when driver is in route to job. The driver initiates the notification on tablet directly to customer. (when driver is in progress can update from ipad) Set Up > Operations > Work Type ...

  7. Fuel Record - Fuel Record to Allow Image Attachments (13968) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 65 Archive
    An update has been made to fuel records to allow for the attachment of images. Supported formats include: PDF, .PNG, Pathway: Operations > Dispatch Articles: N/A ...

  8. Operations (Dispatch) - Route Productivity Downtime Dates (14233)

    Created On: 01/23/2023 in Release Notes Home Release 67 Operations - 67 Release
    Previously, an issue caused the dates listed for Down Time to display as the day after the time occurred. This has been resolved. Pathway: Operations > Dispatch > (Route Productivity) > Down Time ...

  9. Calendar - Option to Hide/Display Rental Fee (14062) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 66 Accounts - 66 Release
    'Rental Fee' has been added as a selection option to the Calendar Event drop down for an Account's calendar. Select 'Rental Fee' and any rental fees for the account will display on the calendar. Remove the selection and rental fees will be hidden fr...

  10. Dispatch - Add/ Edit Payroll Hours in Route Productivity (14162) [Enhancement]

    Created On: 01/23/2023 in Release Notes Home Release 66 Operations - 66 Release
    Logic has been updated to the Payroll Clock In/Clock Out fields in Dispatch (Route Productivity view) to allow for adding and editing hours. A '?' displays when no time has been clocked for the employee. Pathway: Operations > Dispatch >...
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