New Articles

  1. Sales (Setup) - New 'Lead Source' Screen Available (15566) [Enhancement]

    Created On: 08/09/2023 in Release Notes Home Release 69 Setup - 69 Release
    A new Lead Source Setup screen has been added in Setup > Sales . In the past, lead sources were confined to a fixed list supplied by Navusoft. Pathway: Setup > Sales > Lead Source Article: Lead Source ...

  2. Lead Source

    Created On: 08/09/2023 in Setup Home Sales
    Pathway:  Setup > Sales > Lead Source The Lead Source Setup screen includes a pre-populated list of lead sources that are used to identify how a lead originated when it is created for a potential sale. Additionally, this screen offers the f...

  3. Dispatch - Excel Export Option Added in Driver Timeline (15610) [Enhancement]

    Created On: 08/09/2023 in Release Notes Home Release 69 Operations - 69 Release
    The 'Re-sequence Route(s) From Timeline' screen has been updated to include the option to export the routes to Excel. This screen is accessed from the Driver Timeline screen by clicking on the 'Preview Route Sequence Using Completion Order' button. ...

  4. Request Audit

    Created On: 08/08/2023 in Database Home
    Pathway:  Database > Request Audit The Request Audit tool enables users to review the system activity of other users, aiding in the identification and resolution of problems and errors. Permissions The following permissions are...

  5. AR History - Logic Updates to Account Payment Method (15492)

    Created On: 08/07/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Logic has been updated to the AR History screen to not include Quick Pay in Payment Methods. Previously, these were included and displayed as "Recently Expired."  Pathway: Open Account > Select "AR History" ...

  6. Work Order (Disposal Ticket) - Total Cost Not Saving User Changes to Total Cost (15477)

    Created On: 08/07/2023 in Release Notes Home Release 69 Operations - 69 Release
    An issue has been resolved that prevented manual changes to the 'Total Cost' field of a Disposal Work Order from saving. Pathway: Open Work Order > Click 'Disposal/Ship' tab ...

  7. Inventory Management

    Created On: 08/04/2023 in Operations Home Inventory Management
    Pathway:  Operations > Inventory Management The Inventory Management screen effectively tracks and manages equipment inventory at yards and sites. This screen functions through two grids: an upper grid and a lower grid. The upper grid pre...

  8. AR Aging Management - Last Payment Date No Longer Includes Declined Payments (15546)

    Created On: 08/04/2023 in Release Notes Home Release 69 Accounting - 69 Release
    Previously, when viewing payments using the hover feature in the AR Aging Management screen, declined payments were included in the last payment date. This has been fixed.   Pathway:  Accounting > Aging AR Management ...

  9. Reports (AR) - Tax Details and Tax Summary Pages Failing (15562)

    Created On: 08/04/2023 in Release Notes Home Release 69 Reports - 69 Release
    Previously both the Tax Details and Summary Reports  were erroring upon open. This has been fixed. Pathway:  Reports > AR > Tax Details/Summary Reports ...

  10. Setup (Services) - Excel Export Option Added to Service Code and Charge Code Setup (15542) [Enhancement]

    Created On: 08/04/2023 in Release Notes Home Release 69 Setup - 69 Release
    An enhancement has been made to add an Excel export option to both the Service Codes Setup screen and the Charge Codes Setup  screen. Pathway:  Setup > Services > Service Code/Charge Code ...
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