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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 ...
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An issue was resolved that prevented some schedule changes and timestamps from displaying on the Routing History screen. Pathway: Customer Service Screen > Active Services [section] > [right click] View Routing History ...
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Formatting was updated in Invoice Format 7 to prevent total values exceeding 999,999.00 from being cut off. Pathway: Customers Service Screen > AR History ...
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The following updates were applied to Route Sheet Format 4 : An issue was resolved where not all site names were displaying. Work Order notes were added and now print below the Site ID and Site Name . Pathway: Operations > Dispatch...
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An issue was resolved that prevented the Sales Rep name from displaying in the Detail Export of the User Activity screen. Pathway: Accounts > User Activity ...