Popular Articles

  1. Customer Portal - Attached Account Requests Images Not Displaying (16814)

    Last Updated: 05/15/2024 in Release Notes Home Release 73 Customer Portal - 73 Release
    An issue that prevented portal users from viewing photos attached to account requests in Navusoft has been resolved. Pathway:  Customer Portal  ...

  2. Import Fuel Record

    Last Updated: 04/01/2024 in Database Home
    Pathway:   Database > Import > Import Fuel Record The option to import fuel records is available in the Database module. When imported, fuel records display on the Dispatch screen using the Route Productivity view where manual adjustment...

  3. Accounts - Credit Card Payment Receipt and Declines Updated to Use Division Email (14689)

    Last Updated: 01/26/2023 in Release Notes Home Release 67 Accounts - 67 Release
    Core and Account Portal logic has been updated to display the Division email as the 'From' address for credit card payment receipts and decline emails.  Pathway: Accounts; Portal Payments

  4. Account - Total Recurring Displays on all Views in Active Services (15080) [Enhancement]

    Last Updated: 04/14/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Total Recurring has been added to display in all Active Services views. Total Recurring is the sum of all rates for recurring services. Pathway:  Accounts > Search > Account (Customer Service Screen) > Active Services section ...

  5. Site Details - Add Site Inventory (15097)

    Last Updated: 04/14/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Previously, an issue caused an error message to be produced when attempting to add and save a Site Inventory record. This has been resolved. Pathway:  Accounts > Search > Accounts (Customer Service Screen) > select Display Inventory ...

  6. On Call Orders - Service Code Resets When Scheduled Date Updated (15953)

    Last Updated: 10/24/2023 in Release Notes Home Release 71 Accounts - Release 71
    Previously, if a user created an on call order, and changed the Schedule Date after the Service Code field was populated, the service code is removed. This has been resolved. Pathway:  Accounts (Customer Service Screen) > Create On Call...

  7. Accounts - Inbound/Outbound Work Order Status Not Updating Posting Status (16241)

    Last Updated: 01/25/2024 in Release Notes Home Release 72 Accounts - 72 Release
    The logic for the Work Status of Inbound/Outbound work orders has been enhanced to automatically update the Posting Status to "Posted" when the Work Status is set to "Received - Completed" and saved. Pathway:  Accounts > Search > Ac...

  8. Active Services (Accounts) - 'Per Unit Rate' Column Added (16392) [Enhancement]

    Last Updated: 02/21/2024 in Release Notes Home Release 72 Accounts - 72 Release
    A 'Per Unit Rate' column has been added to the Active Services section of the Customer Service screen when the Standard view is used.  ...

  9. Account Details - Screen Improvement (16441) [Enhancement]

    Last Updated: 02/29/2024 in Release Notes Home Release 72 Accounts - 72 Release
    In the Account Details section of the Customer Service screen, Paper Bill Fee has been relocated to display under Invoice Delivery. Additionally, the red font has been enhanced. Pathway: Accounts > Customer Service Screen ...

  10. Accounts - Parent And Child Account Edit Service Record (14366)

    Last Updated: 01/27/2023 in Release Notes Home Release 67 Accounts - 67 Release
    Previously, an issue was occurring when using the Edit Service Record tool switching between Parent and Child Work Orders. The issue has been fixed so now when the child work order  is opened the parent closes and when the parent work order is opene...
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