New Articles

  1. Wallet (Accounts) - Wallet Feature Now Available to Prospect Accounts (18797) [New Feature]

    The Wallet feature is now available for prospect accounts. When viewing the Account Wallet for a prospect, the View History and Post Payment columns are hidden. Pathway: Customer Service Screen > Wallet (Account Details) ...
  2. NavuNav (Android) - Turn By Turn Calculations Not Recalculating (18735)

    When using the Driving Directions, and the driver went off route, the turn by turn driving directions would not recalculate. This has been resolved.  ...
  3. NavuNav (Android) - Phone Screen Size Compatibility Updated (18721)

    A UI issue specific to phone screen size, where the Route Summary window was cut off and Driving Directions failed to open the map screen with the Route Summary, has been resolved.  Both display and navigation functions perform as intended.  ...
  4. NavuNav (Android) - Return to List Updated (18377)

    The issue that prevented NavuNav users from returning to the route stop list after entering values in the Items Collected screen has been resolved. ...
  5. Closing Routes

    Pathway:  Operations > Dispatch This article provides an overview of the end-of-day process for closing out routes. Verify Routes Are Complete Routes are considered to be complete when:  The driver has completed their post-trip lo...
  6. Shared Services (Accounts)

    Pathway:  Accounts > Active Services Shared services enable a single service to be split among multiple sites at the same location, such as businesses within a commercial building.  Each site is billed individually for its share, using ...
  7. Shared Services (Accounts) - Enhancements to Parent and Child Sites of Shared Services (18509)

    The following enhancements have been applied to shared services: Parent Site of a Shared Service The Share icon has been moved to its own column, allowing it to remain visible even when the service is collapsed.   Logic has been updated t...
  8. Surcharge Management (Sales) - Added Ability to Export/Import Multiple Surcharge Rate Changes (18345)

    The following updates were applied to the Surcharge Management screen:  Import functionality has been added with support for CSV file format. The file must include the required columns listed below; the import will fail if any are missing, ex...
  9. Customer Service (Accounts) - Frequency Logic Updated When Changing Frequency to Monthly (18587)

    Previously, when the service was updated to a monthly frequency and the service day remained the same, service records were not being generated. This issue has been resolved.  Pathway: Customer Service (Accounts) > Edit Active Service ...
  10. Customer Service (Accounts) - Updating Service Keeps Prior Scheduled Day (18364)

    An issue has been resolved in Edit Active Service that caused the previous service day(s) to be retained when a new service day was selected and saved. Pathway: Customer Service (Accounts) > Edit Active Service ...