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Enhancements to the Service Region Setup screen to restrict the 'Default Online Sales Rep' selection to users with permission 260, 'Assignable as Sales Rep.' Pathway: Setup > Services > Service Region ...
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Last Updated: 09/16/2024
in Database Home
The option to import system users is available in the Database module. This method provides an efficient way of mass creating user accounts in Navusoft. Once imported, user accounts can be updated from the User Setup and User Profile screens. ...
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A change has been made to the AR Payment Batch Screen to change the Open, Posted, and Voided count from a batch count to a count of payments. Pathway: Accounting > AR Payment Batch ...
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A change has been made to the Add/Edit New Account Template, removing the limitation that restricted Bill Group selection based on the Division. In Bill Group Setup, if the Division field is left blank, the bill group will be universally available...
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Previously, when the 'Payment Methods' label in the Customer Portal and an account's AR History was updated to 'Wallet', the change unintentionally impacted other areas where the label was used. Any unintended changes have now been corrected. ...
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Last Updated: 09/11/2024
in Setup Home Setup - Other Pathway: Setup > Services > Default Pricing > Service Code | Setup > Services > Service Code Create default rates for a service code specific to the division, service region and frequency of the service. A service code may have more than...
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This article provides an overview of basic navigation within the Navusoft product. User Account Select the user account drop down to log out, edit your screen display and account information, or to reference the system version your...
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Last Updated: 09/10/2024
in Accounts Home Accounts Screen Pathway: Accounts > Search > Accounts The View Contacts tool, accessible in the Account Details section of the customer service screen, provides users the ability to add and edit contacts associated with accounts and sites. P...
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Pathway: Accounts > Search > Accounts Tasks can be added to a customer's account for any reason where followup, further review, or something related to the successful operation of the account is needed. The Add Task tool allows users to ...
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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. ...