New Articles

  1. Active Services (Accounts) - 'Minimum Type' Now Carried Forward When Transferring Service (20011)

    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 ...
  2. Edit Account (Accounts) - Edit Account Screen Accessible After Splitting or Transferring Check Payments (20143)

    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...
  3. Billing (Accounting) - Billing Analysis Displays and Exports Summary by Site Service Data (20151)

    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...
  4. NavuSales - Address Lookup Restored in NavuSales Account Setup (20161)

    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. ...
  5. Database Query (Database) - 'Saved Query' Sort Order Corrected (20128)

    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. ...
  6. Reports (Customer Portal) - Results Not Returning (20008)

    The issue of reports not displaying on the Customer Portal has been resolved.  Pathway: Customer Portal > Reports  ...
  7. Active Services (Accounts) - 'View Routing History' Updated (20069)

    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 ...
  8. AR History (Accounts) - Invoice Format 7 Udpated (20048)

    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 ...
  9. Dispatch (Operations) - Route Sheet Format 4 Updated (20004, 20293)

    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...
  10. User Activity (Accounts) - Sales Rep Name Not Dispaying on Detail Export (20012)

    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 ...