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Last Updated: 03/13/2024
in Setup Home User Security Pathway: Setup > System > User The User Setup screen manages the setup and activation status of all user accounts. In here, roles and division access can be added and removed from a user's account. This tool provides an option to filte...
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Last Updated: 05/21/2024
in Setup Home Accounting This article provides tax setup information and covers the following screens in Navusoft: Tax Setup, Tax Region, and Tax Rate. Tax Pathway: Setup > Accounting > Tax Tax Setup identifies the taxes (City, State, Franchise, etc) th...
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The following changes have been made to Invoice List Past Due Dunning Letters and Past Due Dunning Letters: The remittance address of the division will display in the upper left corner of the letter. The division name/address and customer name...
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Last Updated: 09/09/2024
in Sales Home Pipelines
Pathway: Sales > Pipelines > Cancellation Requests The Cancellation Requests screen in Sales is used to manage and process requests submitted by an internal user on behalf of a customer seeking to cancel their service. Permissio...
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An issue has been resolved that was preventing an image uploaded in the portal from displaying in the Account Request and Account Request Management screens in Navusoft. Pathway (Portal): Customer Portal > Requests Pathway: Accoun...
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Last Updated: 03/06/2024
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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Last Updated: 07/23/2024
in Setup Home Operations
Pathway: Setup > Operations > Work Type Event Class Permissions The following permissions are required to add and edit work type event class: Permission ID Permission Name 24 Setup \ Operations ...
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Last Updated: 04/16/2024
in Database Home Pathway: Database > Merge Sites The Merge Sites /Potential Duplicates scree n is used to merge duplicate sites into a single site record. Merge functionality is available to all sites that do not have any AR (Accounts Receivable) activi...
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Pathway: Home Screen; Navu Requests Icon The Navu Requests tool provides a way for users to communicate issues and requests to Navusoft. There are two types of Navu Requests users: General users and Administrative users. General users ca...
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Last Updated: 03/12/2024
in Setup Home Operations Pathway: Setup > Operations > Truck The Truck Setup tool is used to add and edit the trucks a company uses to collect waste. Upon open, all trucks are listed. Use the Division and Line of Business filtering options located at the top of th...