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Service in Progress notification alerts customer when driver is in route to job. The driver initiates the notification on tablet directly to customer. (when driver is in progress can update from ipad) Set Up > Operations > Work Type ...
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An issue has been resolved that allowed the Expiration Credit Card Notification to be sent to emails of inactive accounts. If an account is inactive it will no longer receive the notification. Pathway: Accounts > Search > Account ...
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An issue has been resolved that prevented users from being able to scroll down on the Unread Email Management screen. Pathway: Accounts > Unread Email Management ...
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Last Updated: 01/31/2023
in Accounts Home Add Accounts Pathway: Customer > Search > Accounts This article details the process of adding a new contact to an existing account and editing contact information for contacts already on an account. Create a New Contact The following proc...
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Previously, rejected contracts displayed under the ' Contract Review Pending' column in the Sales Management screen. An update has relocated rejected contracts to display under the 'Contract Review Complete' column. Pathway: Sales > ...
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A site count has been added below the 'New' and 'Increases' columns of the Sales Results Net New Report . Select the site count to open the Sales Result Details screen to view the details of the sites included in the count. Pathway: ...
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An update has been made to all reports in Standard Reports to display the title of the report at the top of the screen. Pathway: Reports > Standard Reports ...
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The Disposal Detail Report has been updated to sort dates in descending order with the most recent date/time displayed at the top. Pathway: Reports > Standard Reports > Operations > Disposal Detail ...
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Headers Use Heading 2 for each section title. Color should be blue Breakout Section Headers Use Heading 4 for each child section of a main section. Color should be black - up for debate on this. Color Scheme In some cases...
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An update has been made to Account Portal to use the currency code selected in NavuCore under Setup > System > System Options > Currency field. Pathway: Setup > System > System Options ...