New Articles

  1. Accounts (Site Details) - Override Logic Updated if Franchise Fee is 'Yes' (16331) [Enhancement]

    In both the Site Surcharge Rates and Surcharge Management screens, the override option is disabled when the Franchise Fee is set to 'Yes.' In the Site Surcharge Rate screen, the action icon is hidden, while in Surcharge Management, the hyperlink fo...
  2. Pipeline Summary (Sales) - Sales Rep Filter Not Responding (16279)

    The issue preventing the Sales Rep filter from displaying the list of sales representatives for selection has been resolved. Pathway: Sales > Pipelines > Pipeline Summary ...
  3. Operations (Dispatch) - Route Sheet Format 4 Font Size Updated (16007) [Enhancement]

    In an attempt to decrease the number of pages, the font size for Access, Note, and Service Note has been reduced, and the format has been adjusted on Route Sheet Format 4. Pathway: Operations > Dispatch ...
  4. NavuNav (IOS) - New Work Type Setting 'Return to Route List' Added (15560) [Enhancement]

    A new setting 'Return To Route List On Completion of WO' has been added to the NavuNav Settings tab in Work Type Setup. When set to 'Yes,' completing a stop will return the driver back to the Route List screen. When set to 'No,' the driver applicati...
  5. NavuNav (Android) - Engine Hours Captured on Check In and Check Out (15375) [Enhancement]

    An 'Engine Hours' field has been added to both the Check In and Check Out screens of the Android NavuNav application. Information captured here is recorded to the truck in Navusoft. Application: Android ...
  6. Clone Site and Services - New Feature Available in Account Menu (16270) [Enhancement]

    A new "Clone Site and Services"feature has been introduced in the Account menu. This feature simplifies the process of adding new sites by replicating existing site configurations and their associated services with just a few clicks. For more inform...
  7. Task Type (Setup) - NavuNav Created Tasks Not Routing to Default User (16313)

    The issue of tasks created in NavuNav being incorrectly assigned to the supervisor on the route, rather than the default user assigned in Task Type Setup, has been resolved. Pathway: Setup > Account > Task Type ...
  8. Accounts - WO Minimum Field Not Reverting Back to '0' With Change to Posting Status (16294)

    Previously, the WO Minimum field did not revert back to '0' when a user changed the Posting Status from 'Posted' to either the 'Pending' or 'Ready To Post' options. This has been resolved. Pathway:  Accounts > Search > Accounts ...
  9. Account Class Setup - Default Work Order Attachment Display in Customer Portal (16260) [Enhancement]

    The Account Class Setup's Account Portal tab has been enhanced with a new checkbox option: 'Default Work Order Attachment - Display in Customer Portal.' Enabling this option will automatically check the 'Display In Customer Portal' checkbox when add...
  10. Database Query - Tax Details 3 New Fields Added (16321)

    The following new fields have been added to the 'Tax Details' entity: Tax Name, Tax Authority Code, and Tax Authority Type Name. Pathway:  Database > Database Query  ...