New Articles

  1. Work Type - Logic Updated to Manifest Notification Template in Work Type Setup (14067)

    Logic has been updated to the 'Manifest Notification Template' field in Work Type Setup to limit the options to only display Operation Notification template types. Operation Notifications are created in Setup > System > Notifica...
  2. Customer - Surcharge Window Not Displaying all Surcharges

    Previously, not all surcharges associated with the surcharge group were displaying in the Surcharge Window. This has been fixed. Pathway: Customer > Customer Details Articles: N/A ...
  3. Reports

  4. Dispatch - Reschedule Notifications Not Sending For Bulk Reschedules (11483)

    When rescheduling multiple service records at the same time from the Services List in Dispatch, reschedule notifications were not generating. This has been fixed. Pathway: Operations > Dispatch (Services List) ...
  5. Route Sheets - Long Company Names Were Not Displaying Route Sheets (13896)

    Previously, when a user would print a route sheet, if the name for the account had a higher character count it would either partially display, or not display at all. This has been fixed by increasing the field's character limit...
  6. Database - Added an Excel Export option on toolbar (Enhancement) (13915)

    We have now added an Excel Export icon in upper right corner of screen. Pathway: Database > Notification History Articles: N/A ...
  7. Tasks - Task Created By Text (13997, 14107)

    Logic has been updated to the 'Created By' field for system generated tasks (tasks created when a customer text is received) to display 'Navusoft Systems'. Pathway: Tasks (Icon); Tasks (Calendar Event) ...
  8. Operations

  9. Set Up - Prepayment Text Notifications (Enhancement) (10731)

    We have now added an option to send a Text Notification with a Pre-Payment link directly to the customer. Pathway: Setup > System > Notification Template Articles: N/A ...
  10. (ALL) Accounting RNs

    GL Batch Processing - AR Period Drop Down List Updated (13821) The AR Period drop down field in the Pending and Posted tabs of the GL Batch Processing tool have been updated to list all AR periods that have an AR record. ...