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An enhancement has been made to the Customer Portal, removing the display of 'prospect' accounts. Pathway: Customer Portal ...
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Pathway: Accounts > Unread Email Management The Unread Email Management screen records unopened email messages that were sent out of the Navusoft application. This screen loads based on the Division and time frame selected. Upon load, on...
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The Service History grid on the Customer Service screen has been updated with the following: The Qty field has been renamed to 'Service Qty'. A new column, 'Charge Qty' has been added . Pathway: Accounts > Account (Customer Service Scr...
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Last Updated: 08/21/2024
in Setup Home Services Pathway: Setup > Services > Line Of Business Line of Business is the categorization of related services within a company's operations. It represents distinct divisions or segments of the company's operations that are dedicated to specific ...
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Last Updated: 09/06/2023
in Accounts Home Accounts Screen Pathway: Account (Customer Service Screen) > Display Inventory > Trucks (tab) The Trucks tab is part of the scale process and enhances the efficiency of the disposal ticket workflow. If you wish to learn further information about Scale, ...
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Last Updated: 10/23/2023
in Reporting Home Analysis Pathway: Report > Analysis > Revenue Analysis The Revenue A nalysis Report offers a detailed breakdown of billed revenue based on the selected report Type. This provides users with the flexibility to analyze and interpret both monthly an...
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The issue of inactive credit cards still being available for payment processing has been resolved. Additionally, the 'Post Payment' icon will now be hidden for inactive payment methods. Pathway: Accounts > Search > Accounts ...
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Last Updated: 07/25/2024
in Setup Home System Pathway: Setup > System > Reason Code The Reason Code Setup screen includes the reason codes used in different areas of the product to identify the purpose of an action. For instance, reason codes are used for on-call orders to identify wh...
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Last Updated: 05/24/2024
in Database Home
Pathway: Database > Notification History and Block List The Notification History tool contains a log of all SMS and Email notification types users have sent from the Navusoft system. Notifications do not immediately display upon first o...
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Last Updated: 03/13/2024
in Setup Home Waste Profiles Pathway: Setup > Services; Operations This article details the setup required for waste profiles which includes: Enable Line of Business EPA Waste Codes Setup Charge Code Setup Enable Line of Business Pathway: Setup > Se...