Updated Articles

  1. (Contacts) Accounts - 'Email to Contact' to Include Contact's Title and Label (16804, 16818)

    When emailing out things such as statements and invoices, the 'Email to Contact' field has been updated to include the contact's title (if one exists) and their billing contact label if they are a billing contact. Pathway:  Acc...
  2. Navu Requests - Administrative Users

    Pathway:  Home Screen; Navu Requests Icon The Navu Requests tool provides a way for users to communicate issues and requests to Navusoft. There are two types of Navu Requests users: General users and Administrative users. General users ca...
  3. Navu Requests - Close Ticket Requests

    Pathway:  Home Screen; Navu Requests Icon Navu Requests can be closed by the assigned user, or a Navu Request Administrator. Upon closing a request, other users linked to the request will receive a notification of the status change. Close...
  4. Navu Requests - Create a Ticket Request

    Pathway:  Home Screen; Navu Requests Icon The Navu Requests tool provides all system users a way to report issues and request help while using the Navusoft application. General users of Navu Requests can create ticket requests for any rea...
  5. Navu Requests - Basic Fields and Functions

    Pathway:  Home Screen; Navu Requests Icon The Navu Requests tool enables users to communicate issues and requests to Navusoft. After submitting a ticket request, users can track its status within Navu Requests tab set. Additionally, any c...
  6. Service Record (Accounts) - Work Order Disposal/Ship Tab Not Displaying Vehicle Information (16858)

    The issue that prevented the truck name from displaying in the Vehicle Info column on the service record's Disposal/Ship tab has been resolved. Pathway:  Accounts > Search > Accounts ...
  7. Export a Billing Batch

    Pathway:  Setup > Accounting > Bill Group The file format that is used to export a billing batch to a third party mailer is established in Bill Group Setup in the Settings tab. If an export format is not identified for the Bill Group, ...
  8. Edit Service Record (Accounts) - Switch Work Type on Service Records Option Available (16833) [New Feature]

    Switch Work Type on Service Record A green 'switch' button has been added to the Service Record screen, allowing users to switch work types for 'Scheduled' and 'On Call' services. This option is only available to work types that have 'Allow Swi...
  9. Navu Projects (Home Screen) - Completed and Hold Task Status Options Added (16864)

    An enhancement has been made to Navu Projects to add 'Completed' and 'Hold' filter options to the Task Status filter. Pathway: Home > Navu Projects ...
  10. Bill Group Setup (Setup) - Past Due Amount Renamed To Minimum Invoice Amount (16845)

    The following change has been applied to the Add/Update Bill Group screen under the Notifications tab: the 'Past Due Amount' field has been renamed to 'Minimum Invoice Amount'. Pathway:  Setup > Accounting > Bill Group ...