-
Last Updated: 09/30/2025
in Accounts Home Account Menu
Pathway: Accounts (Search) > Account > Account Menu > Lead Add a lead to a prospect account to effectively manage and followup on future sales opportunities. Leads added here are shared with many of the CRM tools available in the Sale...
-
Last Updated: 09/30/2025
in Accounts Home Search
Pathway: Accounts > Search In the Accounts module, users can search for accounts and sites using multiple methods. The Search Type and filter options allow users to refine results based on their preferences. User Tip: ...
-
The Create On Call Order screen has been updated to include the following information as it applies: COD - Payment Required Business Hours The Edit Service Record screen has been updated to include the following information as it applies:...
-
Work Order Format 2 has been updated to display both the route number and the driver’s name. ...
-
An enhancement has been made to the NavuNav application to resolve an issue where the app consumed excessive memory when offline for extended periods while stops were still being serviced. ...
-
An issue was identified where, if a driver marked a stop with an exception and attached a photo, and the account class setting Default Work Order Photo – Display in Customer Portal was set to Yes , the service record incorrectly showed Display i...
-
A new query entity 'Customer Service Activity History' has been added to the Database Query tool. The image below captures the display fields the new query includes. Pathway: Database > Database Query ...
-
The Online Order field previously labeled Default Service Region has been renamed to Fallback Service Region (If None Matched) and now includes the option to be cleared. Additional information about this setup: If a customer's address ...
-
An issue has been resolved that prevented results from being returned on the Disposal Detail Report. Pathway : Reports > Standard > Operations > Disposal Detail ...
-
An issue that prevented the Grand Total from displaying at the bottom of the Aging Details report has been resolved. Pathway: Reports > Standard > AR > Aging Details ...