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The following changes have been made to the Add Work Type screen in Work Type Setup: The 'Work Type' tab has been renamed to 'Details.' A new 'NavuNav Settings' tab has been added. NavuNav settings previously available in the Details tab have b...
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The Reports button in the Account Portal has been renamed to Reports / Documents and includes the display of the count of attachments. Logic was also updated to include attachments from both the Site and the Account when previously it was just Site...
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Logic has been updated for Credit Memos, now enabling printing functionality in the portal. Pathway: Customer Portal > Invoice History ...
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The size of the Location column has been increased to display the location's full address. Pathway: Operations > Dispatch > open Services List ...
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Created On: 08/01/2023
in Database Home Pathway: Database > Send Alert Notification The Alert Notification screen is used to send custom alert messages to one or multiple employees . These notifications will display as a blue popup notification at the top of the user's s...
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Enhancements have been made to Truck setup screens to allow users to mark trucks as 'Active' or 'Inactive' for service use. In Add/Edit Truck, a 'Mark Active' and 'Mark Inactive' button was added to the bottom of the screen. Mark Active...
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Previously, 'Paper Bill Fee' continued to display for accounts that had 'Invoice By Email' enabled. This has been resolved. Pathway: Accounts > Search > Accounts ...
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An enhancement has been made to the Completion tab in the Service Record screen for transfer manifests to include a 'Transfer Receipt Date' field. This field will only display if "Destruction Date" is enabled in Work Type Setup. Pa...
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Within Bulk Update, a new option 'Bill By Site' has been added to the list of Target Field options. Pathway: Database > Bulk Update ...
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The Service Map in the Account Portal has been fixed to eliminate duplicate serial numbers for the equipment when viewing location pin details. Pathway: Customer Portal > Service Map ...