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Pathway: Accounts > Search > Accounts Manual charges provide flexibility to apply additional fees to a site for reasons such as special requests, extra materials, and miscellaneous expenses. Permissions The following permiss...
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This article provides an overview of basic navigation within the Navusoft product. User Account Select the user account drop down to log out, edit your screen display and account information, or to reference the system version your...
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Created On: 01/24/2023
in Accounts Home Services Pathway: Customer > Search > Accounts Active Services display on the Customer Service screen within the Active Services section as well as in the Calendar on the servicing date. This article provides a basic understanding of the active s...
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Created On: 01/24/2023
in Accounts Home Add Accounts Pathway: Account > 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 A...
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Pathway: Home Screen; Navu Requests Icon Navu Requests can be closed by the assigned user, or a Navu Request Administrator. Upon closing a request, other users linked to the request will receive a notification of the status change. Close...
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Created On: 01/24/2023
in Accounts Home Account Menu Pathway: Accounts (Search) > Account > Account Menu > Lead Add a lead to a prospect account to effectively manage and followup on future sales opportunities. Leads added here are shared with many of the CRM tools available in the Sales m...
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Pathway: Accounts > Search > Attachments Icon Create a Blanket Purchase Order for an account to bill recurring services, manual charges and on call orders to. Blanket Purchase Orders can be limited to a specific site under the account, o...
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Created On: 01/24/2023
in Accounts Home Notes Pathway: Accounts > Search - Account Account level notes allow users to apply notes that are accessible across all sites associated with the account. These notes serve as a centralized repository of information relevant to the entire acc...
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Pathway: Accounts > Blanket PO Management Use the Blanket Purchase Order Management screen to review active and expired Blanket PO's for all accounts. This screen also includes the option to export to Excel. This screen offers a summ...
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Pathway: Home Screen; Navu Requests Icon The Navu Requests tool provides all system users a way to report issues and request help while using the Navusoft application. General users of Navu Requests can create ticket requests for any rea...