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The following updates have been applied to the Database Query: Account Name 2 and Invoice Date fields were added to the Revenue entity. When adding a filter, the Column field includes search functionality and has also been updated to display...
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Logic has been updated for the Line of Business field in the Add Reason Code screen. When 'Downtime' is selected as the Type, the Line of Business field will no longer be required. Pathway: Setup > System > Reason Code ...
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In NavuNav (Android), the following features were added to the Residential mode: Enable/Disable Auto Center Enable/Disable Auto North Enable/Disable Auto Zoom ...
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A new chat feature has been added to NavuNav (Android). With this feature, when a driver has unread messages, the chat icon will display a count of the unread messages. ...
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Two new tabs have been added to the Edit Cancellation Request screen: A History tab has been added to track changes to cancellation requests, including updates to the assigned personnel and the current stage of the request. A Linke...
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The following changes have been made to the Division Setup screen: A green + was added to the screen to open the Add Division tool. To edit a division, double click within its row. The screen now includes export and refresh buttons and a sear...
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Proposals can now be configured to require either a single pre-authorization or two pre-authorizations before being sent to a customer. Additionally, the Proposal screen has been updated to include settings for Terms Addendum and Surcharge Rates. ...
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Created On: 08/14/2024
in Setup Home Accounting
Pathway: Setup > Accounting > Collection Group/Agency The Collections Group Setup screen is used to create and manage the collection groups and agencies that can be assigned to accounts. This screen allows you to set up profiles for both...
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Created On: 08/12/2024
in Setup Home Account
Pathway: Setup > Account > Broker Group The Broker Group Setup screen allows you to create and manage broker groups, which can be assigned to accounts categorized under the 'Broker' account class. Broker Group Setup Field Descrip...
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Two new options have been added to the Work Order entity's Database Query: Equipment Volume and Service Note. Pathway: Database > Database Query ...