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Last Updated: 04/05/2024
in Database Home Pathway: Database > Bulk Update The Bulk Update tool enables users to update specific information for accounts and sites in bulk by specifying a Target Table, Target Field, and uploading a source file containing the change information. ...
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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: 02/12/2025
in Setup Home Account Pathway: Setup > Account > New Account Template New Account Template Setup is used to help streamline the "Add Account" process with pre-configured field selections. This feature reduces the amount of manual entry, ensuring that the acco...
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Last Updated: 03/15/2024
in Setup Home Waste Profiles Pathway: Accounts > Account (screen) This article details how to add a waste profile to a site and link it to a charge code for an active service. Waste profiles are added in two ways: From the Photos, Attachments, Blanket Purchase O...
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Pathway: Accounts > Search (Accounts) > Calendar (Section) The Customer Calendar tool provides a comprehensive overview of actionable items associated with an account. It tracks and displays users who have accessed the account and of...
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Last Updated: 02/27/2025
in Setup Home Account Account Class
Pathway: Setup > Account > Account Class > Finance Charges / Late Fees This article explains how to configure finance charges and late fees, which can be applied to an account's invoice during billing. To allow flexibility across account...
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Pathway: Home Screen; Navu Requests Icon The Navu Requests tool enables users to communicate issues and requests to Navusoft. After submitting a ticket request, users can track its status within Navu Requests tab set. Additionally, any c...
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Pathway: Reports > Standard > AR > Payment Reversals and Refunds The Payment Reversal and Refunds report summarizes accounts within a division that experienced payment reversals or refunds during a specified time frame. It also provides sp...
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Last Updated: 08/05/2024
in Setup Home Services
Pathway: Setup > Services > Available Service Code The Available Service Code Setup screen identifies the services provided to a division and further refines them to specific service regions. This screen also offers the option to app...
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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...