New Articles

  1. Customer Portal - Success Message Updated (16901)

    Created On: 06/26/2024 in Release Notes Home Release 73 Customer Portal - 73 Release
    In the Customer Portal, after a work order has been successfully created, the Success popup has been updated to display the Work Order number. Pathway:  Customer Portal > Create Work Order  ...

  2. Customer Portal (User Security) - Disabling/Restricting Access to Customer Portal For Inactive Contacts (16861)

    Created On: 06/26/2024 in Release Notes Home Release 73 Customer Portal - 73 Release
    Multiple enhancements have been applied to the Contacts screen, Edit Contact and Edit Portal User screens, and Customer Portal access.  Contacts Screen The following enhancement has been made to the Contacts screen: A Request Notificatio...

  3. Customer Portal - Service Exceptions Tab Added to Services Map and Requests View (16815) [New Feature]

    Created On: 06/26/2024 in Release Notes Home Release 73 Customer Portal - 73 Release
    Customer Portal accounts with their homepage set to the Services Map and Requests view have been updated to include a Service Exceptions tab. This tab will only display service records with a 'Not Serviced' work status. Pathway:  Custom...

  4. Service Records (Accounts) - Allow Attachments To Display In NavuNav (16941) [New Feature]

    Created On: 06/25/2024 in Release Notes Home Release 73 Accounts - Release 73
    An enhancement has been made to the Attachments tab in Edit Service Record to include an 'Available in NavuNav' checkbox option.  Pathway:  Service Record > Attachments (tab) ...

  5. Division Setup (Setup) - New Field Added for Invoice Adjustments (16834) [New Feature]

    Created On: 06/25/2024 in Release Notes Home Release 73 Setup - 73 Release
    In Division Setup, an optional setting field ‘Adjustment Amount Requiring Two Approvals’ has been added. If a value is entered for this setting, a secondary approval will be required for invoice adjustments that exceed that amount. Approvals are c...

  6. Database Query (Database) - New Entity Added to Main Entity Options (16957) [New Feature]

    Created On: 06/25/2024 in Release Notes Home Release 73 Database
    In Database Query, 'Active Services Tiered Pricing Rates' has been added as an option in the Entity drop down.   Pathway: Database > Database Query  ...

  7. Add Menu (Accounts) - 'Add Menu' Reorganized and Option Added (16936)

    Created On: 06/24/2024 in Release Notes Home Release 73 Accounts - Release 73
    The Add Menu for accounts and sites has been reorganized and 'Account Request' has been added to the list of available options. Pathway:  Customer Service Screen > '+' Menu ...

  8. Customer Service Screen (Accounts) - Legend Added to Screen (16926) [New Feature]

    Created On: 06/24/2024 in Release Notes Home Release 73 Accounts - Release 73
    An enhancement has been made to the account and site customer service screen to include a status Legend that will display upon hover.  ​ Pathway:  Customer Service Screen > Legend (Calendar) ...

  9. System Options Setup (Setup) - New Setting Added to Account Tab (16911) [New Feature]

    Created On: 06/24/2024 in Release Notes Home Release 73 Setup - 73 Release
    A new setting option 'Account and Site Division Must Match' was added in System Options Setup and when enabled, will require newly created accounts and sites to have the same division. Pathway:  Setup > System > System Options > ...

  10. NavuNav (Android) - Added Ability For Driver to Move Service Location Pin (16781) [New Feature]

    Created On: 06/24/2024 in Release Notes Home Release 73 NavuNav - 73 Release
    The ability for a driver to move the location pin has been implemented in the Android version of the NavuNav app. When a driver moves a pin, the new location is saved and viewable in Navusoft. ...
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