Updated Articles

  1. Context Help - Improved Sort Logic (15162)

    Last Updated: 05/09/2023 in Release Notes Home Release 69 Home - 69 Release
    Sort logic has been updated in Context Help   ( green  '?'  icon )  to display Help documentation first followed by Release Notes. Context Help limits  to only display documentation and release notes related to the screen being viewed. ...

  2. Route Management (Current tab)- Import and Export Buttons Require 445 Permission (15197) [Enhancement]

    Last Updated: 05/09/2023 in Release Notes Home Release 69 Operations - 69 Release
    Permission 445 ( Import/Export Current Routes From Route Management)  has been added to Permission Setup to restrict user access to the Import/Export features on the Current tab of the Route Management screen (Operations). Import/Export buttons are ...

  3. Dispatch - Modifications to Route Format 2 (15187) [Enhancement]

    Last Updated: 05/09/2023 in Release Notes Home Release 69 Operations - 69 Release
    Route Format 2 has been updated to include a list of Stops and Quantity based on Equipment Type.  Pathway:  Operations > Dispatch ...

  4. Rate Update Batch - Column Changes (15132)

    Last Updated: 05/09/2023 in Release Notes Home Release 69 Sales - 69 Release
    The following changes have been applied in the Rate Update Batch tool: Created Date column has been updated to display the time below the date. Date was also updated to display as a 2 digit year.   Posted Date was updated to display the year ...

  5. Customer Portal - Option To Print Receipt Added - (15168)

    Last Updated: 05/09/2023 in Release Notes Home Release 69 Customer Portal - 69 Release
    The print icon has been enabled in the Customer Portal for payment receipts. Previously, print was only available for invoices.  Pathway:  Customer Service Portal  ...

  6. Accounts - Selection of Default Destination Clearing Monthly Rate Field (15183)

    Last Updated: 04/27/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Previously, when adding a service with Default Destination enabled, the Per Unit rate was resetting to 0.00 upon selection of a Default Destination. This has been fixed. Pathway:  Accounts > Search  Accounts > Add Service ...

  7. Dispatch - Assigned Truck Changes (15091)

    Last Updated: 04/27/2023 in Release Notes Home Release 69 Operations - 69 Release
    Logic has been updated in Dispatch to refresh and display truck assignment changes if the driver has selected a different truck in NavuNav. Additionally, the Route Production view in Dispatch will display the mileage the driver logged at the start o...

  8. Split Sites - New Accounts/Sites Not Displaying Information (15092)

    Last Updated: 04/27/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Previously, when using the Split Site to New Account feature, the account/site details were missing for the new account. This has been fixed.  Pathway:  Accounts > Search Accounts > Account Detail s ...

  9. Work Order - Default Destination Not Displaying on Scheduled Work Orders (14744)

    Last Updated: 04/27/2023 in Release Notes Home Release 69 Accounts - 69 Release
    An issue has been resolved that prevented the Default Destination assigned to a service from populating in the Service Record's Destination / Origin field. This affected Scheduled Event Type work orders. Pathway: Accounts > Search Work ...

  10. Credit Card and ACH Reconciliation - Credit Card Refund Records (15142)

    Last Updated: 04/27/2023 in Release Notes Home Release 69 Accounting - 69 Release
    An issue has been resolved that prevented Credit Card and ACH refunds from being reflected in the Credit Card/ACH Reconciliation screen. In addition, 'Refund' has been added to the list of options in the Source drop down.  Pathway:  ...
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