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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...
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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 ...
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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 ...
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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...
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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 ...
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Logic has been updated to the 'Sold By' field in service contracts to display a list of all active users who do not have permission 305 (Assignable as Driver) and permission 328 (Assignable as Helper) associated to their user account. ...
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An issue has been resolved that prevented trucks added to a site's truck inventory from populating in the Inbound/Outbound search results. Pathway: Operations > Inbound/Outbound ...
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Created On: 02/01/2024
in Accounts Home Account Menu Pathway: Accounts > Customer Service Screen > + Menu > Clone Site and Services The Clone Sites and Services tool simplifies the process of adding new sites by cloning the configurations of an existing site, including its associated ser...
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The option 'Clone Site and Services' has been added to the account menu drop down. To use this feature, users must have permission 453 (Clone Site and Services). Review the Clone Site and Services article to learn more about how to use this feature...
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Calendar and Rate History in the Customer Service screen have been updated to display the Rate Update Batch and the Rate Update Batch Note upon hover. ...