Popular Articles

  1. Accounts (Contracts) - Logic Updated to 'Sold By' Field (16317)

    Last Updated: 02/07/2024 in Release Notes Home Release 72 Accounts - 72 Release
    Logic has been updated to the 'Sold By' field in service contracts to display a list of all active users who do not have permission 305 (Assignable as Driver) and permission 328 (Assignable as Helper) associated to their user account. ...

  2. AR Payment Batch (Accounting) - F5 Shortcut To Payment Screen Not Working Consistently (16718)

    Last Updated: 05/14/2024 in Release Notes Home Release 73 Accounting - Release 73
    Previously, there was an issue within the AR Payment Batch screen where using the F5 key shortcut to add payments to a batch did not consistently open the Search Accounts/Sites screen as intended. This issue has been resolved. Pathwa...

  3. NavuNav (Android) - Pictures Captured in Landscape Mode Not Saving (16848)

    Last Updated: 06/24/2024 in Release Notes Home Release 73 NavuNav - 73 Release
    An issue has been resolved that previously prevented pictures captured in landscape mode on the driver app from being saved to the work order and uploaded to Dispatch for the site. Pathway: Operations > Dispatch ...

  4. Accounts (AR History) - Void/Reverse Menu Options Not Displaying (14454)

    Last Updated: 01/26/2023 in Release Notes Home Release 67 Accounts - 67 Release
    An issue was found in the AR History screen that was preventing Void/Reverse menu options from displaying for Rebate/Refund types. This has been fixed.  Pathway: Accounts > AR History ...

  5. Recent Activity - Timestamp Updated To Display Correct Time (14743)

    Last Updated: 03/16/2023 in Release Notes Home Release 68 Home - 68 Release
    An issue was found that caused the timestamp in Recent Activities to display the wrong time. This has been fixed to use the user's current time. Pathway: Home Screen > Recent Activity Icon; Activities Column ...

  6. Service Record - Default Destination Not Loading Correctly (14857)

    Last Updated: 03/06/2023 in Release Notes Home Release 68 Accounts - 68 Release
    An issue has been corrected that prevented the Default Destination field from populating with the available destinations when Enable Default Destination is set to 'Yes' in Service Code Setup. Pathway: Setup > Services > Service Code; A...

  7. Route Management - Export/Import Buttons Updated In Current Tab (14639)

    Last Updated: 04/17/2023 in Release Notes Home Release 69 Operations - 69 Release
    The Excel icon that previously displayed on the Current tab's screen has been replaced with an Export button. Additionally, an issue has been resolved that produced an error and prevented route changes from being applied when Import was used. ...

  8. Dispatch - Assigned Truck Changes (15091)

    Last Updated: 04/27/2023 in Release Notes Home Release 69 Operations - 69 Release
    Logic has been updated in Dispatch to refresh and display truck assignment changes if the driver has selected a different truck in NavuNav. Additionally, the Route Production view in Dispatch will display the mileage the driver logged at the start o...

  9. Add/Edit Services - Addition of 'Current Competitor' Field (16335)

    Last Updated: 02/08/2024 in Release Notes Home Release 72 Accounts - 72 Release
    A 'Current  Competitor' field has been added  to the Add Active Service screen for reason codes that have the 'Capture Competitor' option enabled.  Pathway: Accounts > Customer Service Screen > Add Service ...

  10. Accounts - Logic Updated to Reason Codes in View Change History and Service Additional Fields Screens (16333) [Enhancement]

    Last Updated: 02/09/2024 in Release Notes Home Release 72 Accounts - 72 Release
    The Reason Code field in the View Change History and Service Additional Fields screens now allows users with permission 392 (Edit Reason Code in Sales Results and History) to edit the code to another of the same type. Pathway: Account...
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