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Last Updated: 02/04/2025
in Operations Home Split Orders The following article details the behind-the-scenes setup required to control split order functionality. Split Orders are created when a (parent) work order has an uncompleted task (such as returning the yard box back to the site) and completing tha...
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Last Updated: 02/04/2025
in Customer Portal Home
Explore the key setup areas that influence the performance and usability of the Customer Portal. System Options Setup Pathway: Setup > System > System Options > Customer Portal (tab) Configurations made in System Options are univ...
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Last Updated: 02/04/2025
in Customer Portal Home
Pathway: Setup > Account > Account Class; Customer Portal Customer Portal Home Page The view presented to customers upon logging into their portal account is determined by the account class. Within the account classes setup, system us...
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Pathway: Customer Portal > Wallet The Wallet feature displays all payment methods linked to an account, offering options to add new methods and remove any that are no longer valid. Configurations in Setup The following setting...
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Pathway: Customer Portal > Manage Automatic Payment The Manage Automatic Payments screen allows users to activate automatic payments, choose the frequency and payment method, and input payment details. Manage Automatic Payments F...
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An issue has been resolved that caused service charges to be duplicated on a service record after a rate change was applied to the active service. Pathway: Customer Service screen > [open] Service Record ...
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The following updates have been applied to the Activity tab in Disposal Activity, and the Details screen , accessible by clicking on a summary link: Activity tab updates: The original 'Group By' drop down option has been renamed to "S...
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Last Updated: 02/03/2025
in Database Home Pathway: Database > Send Bulk Portal Invites The Send Bulk Portal Invites tool facilitates the mass distribution of portal invites to two groups: new users without a portal account and existing users who haven't accepted a previous invite....
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Pathway: Customer Portal > Invoice and Payment History The Invoice and Payment History screen enables customers to view, print, and export invoice and payment details associated with their account. Screen Descriptions ...
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Pathway: Customer Portal > Make A Payment Customers can make full or partial payments toward their account balance, current charges, or specific invoices using the 'Make a Payment' screen in the Customer Portal. For added convenience, an opti...