New Articles

  1. Order Processing/Edit Service - Date and Label Discrepency Between Work Order and Order Processing Screen (15585)

    An issue has been resolved that caused a discrepancy between the date and label displayed on the Order Processing screen and what appeared on the work order when a service was edited. Pathway:   (Load) Accounts > Edit Service ...
  2. Customer Portal - Inventory Added to Service Map Export (15578) [Enhancement]

    The export feature within the Customer Portal's Service Map has been improved to include site inventory for equipment that corresponds to the items listed on a service record. Pathway: Customer Portal > Service Map > Export Icon ...
  3. Service Code Default Rate Setup

    Pathway:  Setup > Services > Default Pricing > Service Code This article details the process of defining a default rate for a service code. When a default rate is established, the rate is automatically applied when a service is added to a s...
  4. Refresh and Filter Logic Updated to Multiple Setup Screens (14447) [Enhancement]

    Logic has been updated to multiple screens in the Setup module to retain the filter selection even when the screen is refreshed. Pathway: Setup - Multiple screens affected ...
  5. Report Format Setup - Invoice With Aging Format Renamed (15707) [Enhancement]

    In Report Format Setup, the "Invoice With Aging" invoice format has been renamed to "Navu Base Product Format A." Pathway: Setup > Report Formats ...
  6. Operations Report

    Pathway:  Reports > Standard Reports > AR > Operations Report The Operations Repor t offers a weekly breakdown of service codes and their corresponding revenue amounts. Upon generation, the report is divided into three sections to analyze t...
  7. Navu Request - Add Date Range Filters To History Tab (15371) [Enhancement]

    An improvement has been implemented in Navu Requests, now featuring a "Created Within" filter within the History tab. Pathway:  Navu Requests ...
  8. Route Management - Route Drop Down Default To Top Of List (15652)

    The logic for the Route drop-down list in the 'Current' tab of Route Management has been revised to automatically open the list with the scroll bar positioned at the top by default. Pathway:  Operations > Route Management ...
  9. System (Permissions) - Logic Updated to Restrict User Ability to Delete Notes (15693)

    Previously, an issue with permission logic allowed a user to delete another user's notes regardless if their user account had the permission or not. This has been fixed. Pathway: Setup > System > Permission ...
  10. System (User) - Last Login Not Displaying on Edit User Screen (15692)

    The problem causing the absence of the last login timestamp on the Edit User screen has been resolved. Pathway: Setup > System > User > (select) User ...