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Logic was updated on the Edit Site screen to display the Site Class field for accounts where the account class type was Residential . Previously, this field was only available for sites where the account class type was Commercial . ...
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An issue has been resolved where posting a service change from a Service Agreement (Order/Proposal) could result in the service frequency and routing being removed from the Active Services record. In these cases, the service rate was updated corre...
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An issue has been resolved where the Sales Results Net New – Sales Results Details Excel export was displaying incorrect new and previous service frequencies. Pathway: Reports > Analysis > Sales Results Net New ...
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An issue has been resolved where invoices generated for merchant processing and convenience fees were missing key account details. The account “mail to” header, site header, and invoice detail line items were not displaying on these invoices. ...
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An issue was resolved in the Transfer Service process where the Minimum Type was not carried forward to the new site service on the target account. Pathway: Customer Service Screen > Active Services > [right click] Transfer Service ...
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An issue was resolved where the Edit Account screen would not open after a payment was split or transferred on an account, regardless of whether it was accessed by right-clicking and selecting Edit or by double-clicking. Pathway: Cus...
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An issue was resolved where data was not displaying correctly in the Billing Analysis window for accounts with the Invoice Detail Level set to Summary by Site Service . Billing Analysis now properly displays this data, and invoice details are corre...
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An issue was resolved where address lookup was not functioning when entering address information while adding a new account in NavuSales. Address fields now properly trigger the lookup and auto-populate matching addresses as expected. ...
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The sort order of the Saved Query list has been corrected to display in alphanumeric order. To ensure the order remains accurate, avoid using leading spaces in query names, as they will cause those queries to sort to the top of the list. ...
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The issue of reports not displaying on the Customer Portal has been resolved. Pathway: Customer Portal > Reports ...