New Articles

  1. Accounts Screen - Improvement to 'Add Service Note' in Service Additional Fields Screen (16346) [Enhancement]

    The Services Notes section of the Service Additional Fields screen has been enhanced to open a new, separate 'Add Service Note' editor, which improves the process of adding service notes. Pathway: Customer Service Screen > Active Serv...
  2. Dispatch - Sort Updated to Route Sheet Format 7 (16423) [Enhancement]

    Route Sheet Format 7 has been enhanced to display work orders in the sequence assigned in the Services List in Dispatch. Pathway: Operations > Dispatch ...
  3. Dispatch - Route Sheet Format 5 Correction (16419)

    A previous issue was reported for Route Sheet Format 5 displaying the wrong WO# for a site. This has been resolved. Pathway: Operations > Dispatch  ...
  4. Customer Portal - 'Maximum Payment Amount' Field Displayed When Not Enabled (16420)

    Previously, even when the 'Enable Auto Pay Max Amount' setting in System Options Setup was set to 'No,' the option remained visible on the Customer Portal. This issue has been resolved. Pathway:  Setup > System > System Options ...
  5. Database Query - 'Between' Operator Not Working for Timestamp Fields (16417)

    A fix has been applied to the "Between" operator in Database Query that previously caused an error for time and date fields. Pathway:  Database > Database Query ...
  6. Accounts - Site Tax Region Producing HTTP Status 500 Error (16412, 16421)

    An issue that was producing an HTTP Status 500 error has been resolved to the Tax Region field when selecting the red " ! " mark. ...
  7. Default Bill Group - Setup Not Being Followed For New Added Accounts (16406)

    The default bill group established in the Default Bill Group Setup was not being retrieved when adding a new account with matching Account Division and Account Class. Pathway: Setup > Accounting > Default Bill Group ...
  8. Account Request - Uploaded Photos Not Displaying (16405)

    An issue has been resolved that was preventing an image uploaded in the portal from displaying in the Account Request and Account Request Management screens in Navusoft. Pathway (Portal): Customer Portal > Requests Pathway:  Accoun...
  9. Customer Analysis (Analysis) - 'Total' Relocated to Bottom of Results (16386)

    The 'Total' row in the Customer Analysis report has been corrected to display at the bottom of the results. Previously, when a Division filter was applied, the Total row was displayed in the middle of the report's results. Pathway: Repo...
  10. Accounting (Setup) - Update to 'One Invoice Per PO' Setting Field (16365) [Enhancement]

    The 'One Invoice Per PO' field in Bill Group setup has been renamed to 'One Invoice Per' and now includes the following setting options: Disabled, PO Number, and Work Order Number. Pathway: Setup > Accounting > Bill Group ...