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The 'Enable Work Order Charge Description' field has been removed from the Add Charge Code and Update Charge Code setup screens. Removal of the setup field has also removed it from display in work order grids and dispatch screens. Pa...
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Created On: 01/24/2023
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Created On: 01/24/2023
in Accounts Home Add Accounts Pathway: Customer > Add Account This article captures the descriptions for the fields that display when a new account is created. If the status of the account is "Prospect," the Billing section is hidden from view. Permi...
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Pathway: Accounts > Search - Customer Service Screen Efficiently modify details for either a parent account or a site by using right-click functionality to access the account and site editor screens. Permissions The followi...
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Created On: 01/24/2023
in Accounts Home Add Accounts Pathway: Customer > Add Account Before adding a new account, consider searching for the account to verify one hasn't already been created. Otherwise, upon selecting 'Create Account' the system will check for duplicates. In the Add ...
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Pathway: Account > Search > Select Account The current status of a site is displayed in the Site section of the Account Details screen. Select the status to open the Site Status History popup editor and view the status history, or change...
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Created On: 01/24/2023
in Accounts Home Add Accounts Pathway: Customer > Search > Accounts This article details the process of adding a new contact to an existing account and editing contact information for contacts already on an account. Create a New Contact The following proc...
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Created On: 01/24/2023
in Accounts Home Notes Pathway: Customer > Search - Account Site Level notes display ONLY on the site they were added to. Permissions Permission ID Permission Name 14 Add Note 15 Edit Note For Self 16 D...
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Pathway: Accounts > Search > Accounts From the Accounts screen, use the attachments icon to add photos, attachments, purchase orders, and waste profiles. Items added here are linked at the account level and can be accessed from any site ...
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Pathway: Accounts > Search > Account Details Screen From the Customer's screen, users can quickly navigate between the different site locations under the parent account and add a new site. View All Sites Select # of # ...