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The logic in AR Payment Batch has been updated to prevent un-posting a batch if it includes a payment transfer. If the Un-Post button is disabled, a message will display at the bottom of the screen, indicating one or more payments in the batch inc...
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Last Updated: 11/22/2024
in Setup Home System 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...
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Pathway: Accounts > Search > Accounts Notes provide an option to record information or interactions with a customer that can be referred back to. Notes only display on the account calendar for the day it was added and do not generate follow...
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Pathway: Accounts > Search: Accounts The following article details how to create an Account Request from the Customer Service screen. After an account request is created, it will filter into two locations: Account Request Management and ...
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Pathway: Accounts > Search > Accounts Add an appointment to a customer's account for future meetings, events and followups. An appointment can be added from the account's menu option, or by right clicking within the calendar. ...
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Pathway: Accounts > Search > Accounts Tasks can be added to a customer's account whenever follow-up, further review, or any actions necessary for the successful management of the account. The Add Task tool enables users to create and assign...
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Pathway: Accounts > Search (Accounts) > Calendar (Section) The Customer Calendar tool provides a comprehensive overview of actionable items associated with an account. It tracks and displays users who have accessed the account and of...
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Last Updated: 11/21/2024
in Accounts Home Accounts Screen Pathway: Accounts > Search > Attachments Icon Create a Blanket Purchase Order for an account to bill recurring services, manual charges and on call orders to. Blanket Purchase Orders can be limited to a specific site under the account, o...
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Last Updated: 11/21/2024
in Accounts Home Accounts Screen Pathway: Accounts > Search > Account Details Screen From the Customer screen, users can navigate between various site locations under the parent account, add new sites, and edit existing ones. Permissions The following permis...
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Last Updated: 11/20/2024
in Accounts Home Accounts Screen Pathway: Accounts > Search > Accounts From the Account Details section of the Customer Service screen, use the attachments icon to add photos, attachments, purchase orders, and waste profiles. Items added here are linked at the account l...