New Articles

  1. Customer Portal - Make A Payment

    Pathway:  Customer Portal > Make A Payment Customers can use the 'Make a Payment' screen in the Customer Portal to make a full or partial payment towards the account balance, current charges, or select invoices.  Make A Payment D...
  2. Vehicle Inspections (Android) - Vehicle Inspection Note Limited to 500 Characters (15948)

    The Note field in the Vehicle Inspection screen has been revised to have a character limit of 500. If the user exceeds this limit, the 'Set' button becomes inactive. Pathway:  NavuNav (Android) ...
  3. Customer Portal - Changes Made To Auto Pay Feature (15964) [Enhancement]

    The following enhancements have been made to the Customer Portal's Manage Automatic Payments screen: The 'Auto Pay' screen has been renamed to 'Manage Automatic Payments.' The 'Enable Auto Pay' has been renamed to 'Enable Automatic Paymen...
  4. Analysis Reports - Sales Results Net New (16034)

    Previously, if a site name included special characters, the exported document would exclude all data for the month the site was included in. This issue has been addressed to accommodate sites with special characters.   Pathway:  Reports > ...
  5. Accounts - Service Completed Notification Not Sending (16035)

    Previously, an issue prevented the Service Completed notification from sending when a work order's Work Status was marked 'Service Completed.' This has been resolved.     Pathway:  Accounts > Search > Accounts ...
  6. Edit Account/Site - Option to Change The Division for Accounts and Sites (16011)(16010) [Enhancement]

    Accounts An enhancement has been applied to allow editing of the Division field for accounts. Previously, attempting to edit this field when an Accounts Receivable (AR) record existed would result in an error message.  For this enhancement, a...
  7. Customer Portal - Changes to Quick Pay and Make A Payment Screen (15952) [Enhancement]

    The following changes have been applied to both the Quick Pay and Make a Payment screens available in the Customer Portal: Radio buttons and payment options have been added to allow customers to select how they would like to pay. If 'Selec...
  8. Dispatch - Vehicle Inspections Failing to Post if Driver Note is Too Long (15944)

    The Notes field on the Vehicle Inspection Results screen has been enhanced to accommodate 500 characters, resolving the issue where vehicle inspections were not being posted when drivers entered lengthy notes. Pathway: Operations > Disp...
  9. AR Payment Batch - Display Changes and Option to 'Change Account' on a Non-Posted Batch (16023, 16006) [Enhancement]

    The following enhancements have been applied to the AR Payment Batch screen: The 'Bank Cleared Date' column has been relocated to display next to the 'Date' column.  A "Change Account" option (available by right clicking within the row of the acc...
  10. Sales (Pipelines) - Improvements Applied To Pipeline Opportunities (15946) [Enhancement]

    The following changes have been made to the Pipeline Opportunities screen: The previously displayed checkbox filters have been moved to the top of the screen and are now presented as dropdown selections. The default setting for each is 'All.' ...