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The following modifications have been applied to the Account Request screen: Linked Items and Photos have been separated into distinct tabs for improved organization. The Photos tab now allows for the attachment of multiple photos, expanding the ...
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Created On: 07/04/2023
in Database Home Pathway: Database > User Data Transfer The User Data Transfer tool facilitates the bulk transfer of user data items from one user account to another. For example, in the event an employee leaves, it allows for the seamless transfer of a...
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Created On: 07/03/2023
in Database Home Pathway: Database > Send Bulk Portal Invites The Send Bulk Portal Invites tool facilitates the mass distribution of portal invites to two groups: new users without a portal account and existing users who haven't accepted a previous invite....
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This article outlines the remaining stages following the sale of an account and the hand-off to the Operations division for servicing setup. Prerequisites: Review the following articles to better understand the sales workflow leading up to closi...
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Previously, if a user voided a label and did not close and reopen the service record screen before posting, the label was included when the work order was billed. Functionality when voiding a label has been improved to automatically save once the la...
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An issue has been resolved that prevented drivers from entering disposal tickets to the route level after all stops are completed. Pathway: NavuNav (IPad)
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An issue has been resolved that prevented the 'Per Unit' and 'Service Fees' fields from populating in a proposal when 'Copy Lead' was used. Pathway: Accounts > Add Proposal (Service, Quotes and Contracts section) ...
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The "Bank Account Type" field in Add Account Payment Methods has been changed from a text field to a selection drop down field. This resolves the problem where an error would occur when an unsupported entry was entered, and the user tried to save it...
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Logic has been updated to correct how the work order minimum was being applied to service codes it is enabled for. This resolves the issue of the WO minimum being applied in addition to total charges that were already higher than the minimum amount....
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Created On: 06/28/2023
in Setup Home Operations Pathway: Setup > Operations > Equipment Class The Equipment Class Setup tool categorizes equipment type properties, such as wheel type, lid, etc., by class. This classification allows it to be linked to an equipment type and recorded when...