New Articles

  1. Services List (Operations) - Logic Updated for Timestamp Discrepency (16803)

    The timestamp discrepancy between the timestamp on the Edit Service Record screen and the timestamp on the Services List screen has been resolved.   Pathway:  Operations > Dispatch ...
  2. Service Record (Accounts) - Work Order Disposal/Ship Tab Not Displaying Vehicle Information (16858)

    The issue that prevented the truck name from displaying in the Vehicle Info column on the service record's Disposal/Ship tab has been resolved. Pathway:  Accounts > Search > Accounts ...
  3. (Contacts) Accounts - 'Email to Contact' to Include Contact's Title and Label (16804, 16818)

    When emailing out things such as statements and invoices, the 'Email to Contact' field has been updated to include the contact's title (if one exists) and their billing contact label if they are a billing contact. Pathway:  Acc...
  4. Navu Projects (Home Screen) - Completed and Hold Task Status Options Added (16864)

    An enhancement has been made to Navu Projects to add 'Completed' and 'Hold' filter options to the Task Status filter. Pathway: Home > Navu Projects ...
  5. Bill Group Setup (Setup) - Past Due Amount Renamed To Minimum Invoice Amount (16845)

    The following change has been applied to the Add/Update Bill Group screen under the Notifications tab: the 'Past Due Amount' field has been renamed to 'Minimum Invoice Amount'. Pathway:  Setup > Accounting > Bill Group ...
  6. Contacts (Accounts) - Warning For Blocked Email Addresses (16666) [New Feature]

    An enhancement has been made for accounts set to 'Email With Link' or 'Email with Attachment.' If a billing contact's email is on the email blocklist, a red exclamation point icon will appear on both the account screen and the contacts screen. Whe...
  7. Aging AR Management (Accounting) - 'All' Option Added To Division Filter (16846)

    An enhancement has been made to include an 'All' filter option to the Division filter on the AR Aging Management screen. Pathway:  Accounting > Aging AR Management  ...
  8. Site Search (Accounts) - 'Bad Debt' Filter Removed (16878)

    The 'Bad Debt' filter option to search for sites has been removed because it is not a 'Site status' and therefore can't be filtered on. Pathway:  Accounts > Search ...
  9. AR Payment Batch (Accounting) - Batch Timestamps Displaying Incorrect Time Batch Was Created (16857)

    An issue in AR Payment Batch that caused the timestamp for batch creation to display the incorrect time has been resolved. The timestamp uses the time zone assigned to the division to reflect when the payment batch was created. Pathway...
  10. Site Inventory (Accounts) - Trucks Not Displaying (16859)

    The issue that prevented trucks from displaying on the Site Inventory screen for the site they were assigned has been resolved.  Pathway:  Customer Service Screen > Display Inventory (Icon, Site Details) ...