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 customer...

Pathway:  Setup > System > Reason Code The Reason Code Setup screen defines the reason codes used across various areas of the product to specify the purpose of an action. For example, reason codes are used to explain the creation of on-ca...

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...