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The following enhancements have been made to the Re-Number tab in Route Management: Division and Day of Week filters have been added to display routes upon Load. New columns added: Day of Week Identifies the day of the week for the route...
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To better track and correct where the PO Number and Shipping Tracking ID populated into work orders in Core (when created in Account Portal) the 'PO Number/Shipping Tracking ID' field has been separated into two fields. Pathway: Custom...
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Last Updated: 03/12/2024
in Setup Home Sales Pathway: Setup > Sales > Competitor Use the Competitor Setup tool to enter competitor details that can be used in lead and prospect tracking dashboard tools. Add a New Competitor When new competitor information is added, i...
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Last Updated: 07/31/2023
in Setup Home Operations Pathway: Setup > Operations > State Manifest The State Manifest Setup screen establishes the default manifest format used for transporting waste by state and line of business. Field Descriptions Field Description ...
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An issue has been resolved when emailing photos from work orders, which previously caused the contacts available in the drop down to show from the first account viewed. Pathway: Accounts > Search > Accounts ...
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When importing payment batches, import logic has been updated to use the 'Default Payment Type' selection to populate the 'Type' field for each payment line. Pathway: Accounting > AR Payment Batch ...
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The 'Account ID' search type has been enhanced to support 'contains' searches by allowing the use of a percentage character (%) before the value. Pathway: Accounts > Search ...
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The Active Services section of the Customer Service screen now includes a "Last Activity" column, displaying the date of the most recent service marked as 'Completed' or 'Not Serviced'. Pathway: Accounts > Active Services ...
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Previously an issue occurred with the Credit Hold Notification Template that prevented it from sending when an account was placed on credit hold. This has been resolved. Only the billing contacts for an account will receive a notification when a cr...
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When emailing proposals and service agreements from the Navusoft application, if the user selected forms to attach with the email, a PDF copy of the proposal/agreement was also attached even if the 'Include Attachment?' check box wasn't checked. Thi...