New Articles

  1. Reason Code Setup (Setup) - New 'Enable Temporary Service' Field Added (16950) [New Feature]

    An 'Enable Temporary Service' field has been added to the Reason Code Setup screen. When enabled and the reason code is selected for an active service, the 'Duration' field will display with the options 'Permanent' or 'Temporary'.  Additionally, to ...
  2. Customer Service (Account) - Photo in Highlights Section Not Displaying Upon Hover (16968)

    Previously, within the Highlights section on the Customer Service screen, images did not display as expected when the user hovered their mouse over the image icon. This has been resolved. Pathway:  Customer Service Screen > Highlights ...
  3. Service Region Setup (Setup) - 'Require Surcharge Group' Field Added (16966) [New Feature]

    With in the Service Region setup screen, a new field 'Require Surcharge Group' has been added.   If enabled, the surcharge field will become a required field when adding an account or site, or editing a site. Pathway:  Setup > ...
  4. Assigned Tasks - Name Changed To Task Management and Other Enhancements Made - (16961)

    The following changes have have been applied to the Task Management screen that was previously called "Assigned Tasks:" Division and Priority filters have been added as available filtering options.  Columns 'Division' and 'Type' were added. Di...
  5. Customer Portal - Success Message Updated (16901)

    In the Customer Portal, after a work order has been successfully created, the Success popup has been updated to display the Work Order number. Pathway:  Customer Portal > Create Work Order  ...
  6. Customer Portal (User Security) - Disabling/Restricting Access to Customer Portal For Inactive Contacts (16861)

    Multiple enhancements have been applied to the Contacts screen, Edit Contact and Edit Portal User screens, and Customer Portal access.  Contacts Screen The following enhancement has been made to the Contacts screen: A Request Notificatio...
  7. Customer Portal - Service Exceptions Tab Added to Services Map and Requests View (16815) [New Feature]

    Customer Portal accounts with their homepage set to the Services Map and Requests view have been updated to include a Service Exceptions tab. This tab will only display service records with a 'Not Serviced' work status. Pathway:  Custom...
  8. Service Records (Accounts) - Allow Attachments To Display In NavuNav (16941) [New Feature]

    An enhancement has been made to the Attachments tab in Edit Service Record to include an 'Available in NavuNav' checkbox option.  Pathway:  Service Record > Attachments (tab) ...
  9. Division Setup (Setup) - New Field Added for Invoice Adjustments (16834) [New Feature]

    In Division Setup, an optional setting field ‘Adjustment Amount Requiring Two Approvals’ has been added. If a value is entered for this setting, a secondary approval will be required for invoice adjustments that exceed that amount. Approvals are c...
  10. Database Query (Database) - New Entity Added to Main Entity Options (16957) [New Feature]

    In Database Query, 'Active Services Tiered Pricing Rates' has been added as an option in the Entity drop down.   Pathway: Database > Database Query  ...