Portal - 72 Release

Articles

Customer Portal - Option to Print Multiple Manifest Added (15816) [Enhancement]
The Service History screen in the Customer Portal has been enhanced to allow users to select and print manifests for multiple work orders. Pathway:  Customer Portal  ...
Account Portal - Updates to Quick Pay and Add Payment Method Screens (15868) [Enhancement]
The Quick Pay and Add Payment Method screens in the Customer Portal have been enhanced to minimize errors during payment entry or when adding a payment method. Notably, an eCheck Helper image has been included for 'Bank Account' transactions to aid ...
Account Request - Uploaded Photos Not Displaying (16405)
An issue has been resolved that was preventing an image uploaded in the portal from displaying in the Account Request and Account Request Management screens in Navusoft. Pathway (Portal): Customer Portal > Requests Pathway:  Accoun...
Customer Portal - 'Maximum Payment Amount' Field Displayed When Not Enabled (16420)
Previously, even when the 'Enable Auto Pay Max Amount' setting in System Options Setup was set to 'No,' the option remained visible on the Customer Portal. This issue has been resolved. Pathway:  Setup > System > System Options ...
Customer Portal - Display Exception Next To Work Order Status (16544) [Enhancement]
An enhancement has been made to the display of the work order's status in the Customer Portal, now including the name of the exception reason, if one exists. Pathway:  Customer Portal ...
Customer Portal - Prospect Accounts No Longer Display In Customer Portal (16596) [Enhancement]
An enhancement has been made to the Customer Portal, removing the display of 'prospect' accounts. Pathway:   Customer Portal ...