System

Pathway:  Setup > System > Division     This article outlines the setup of a Division, which serves as a distinct operating unit for organizing accounts. It plays a key role in streamlining operations, billing, and reporting processes. ...

Pathway:  Setup > System > Department Department Setup populates the list of options in the Department field when adding or updating a user account. Assigning departments to user accounts helps in daily operations such as managing tasks....

Pathway:  Setup > System > Email Attachments  The Email Attachments tool is used for uploading and storing documents for future use as attachments in customer emails, proposals, and service contracts sent from the Navusoft system. Examples ...

Pathway:  Setup > System > Notification Template The Notification Template tool is used to create custom email/text notifications for use throughout the Navusoft application.  Some templates may require a ticket to be submitted to custom...

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...

The following process outlines the setup required to successfully add a vendor and their rates to active services and service proposals. In order for the Vendor fields to display, both the selected Reason Code and Service Code must have vend...