-
Last Updated: 07/02/2024
in Setup Home Operations Pathway: Setup > Operations > Work Type Work Type Setup identifies the various service transactions that are performed. When a service is scheduled, the work type that applies displays under the Work Type field on the service record that i...
-
In Division Setup, an optional setting field ‘Adjustment Amount Requiring Two Approvals’ has been added. If a value is entered for this setting, a secondary approval will be required for invoice adjustments that exceed that amount. Approvals are c...
-
Pathway: Customer Portal > Make A Payment Customers can use the 'Make a Payment' screen in the Customer Portal to make a full or partial payment towards the account balance, current charges, or select invoices. Make A Payment D...
-
The following changes have have been applied to the Task Management screen that was previously called "Assigned Tasks:" Division and Priority filters have been added as available filtering options. Columns 'Division' and 'Type' were added. Di...
-
In the Customer Portal, after a work order has been successfully created, the Success popup has been updated to display the Work Order number. Pathway: Customer Portal > Create Work Order ...
-
Multiple enhancements have been applied to the Contacts screen, Edit Contact and Edit Portal User screens, and Customer Portal access. Contacts Screen The following enhancement has been made to the Contacts screen: A Request Notificatio...
-
Customer Portal accounts with their homepage set to the Services Map and Requests view have been updated to include a Service Exceptions tab. This tab will only display service records with a 'Not Serviced' work status. Pathway: Custom...
-
An enhancement has been made to the Attachments tab in Edit Service Record to include an 'Available in NavuNav' checkbox option. Pathway: Service Record > Attachments (tab) ...
-
A new setting option 'Account and Site Division Must Match' was added in System Options Setup and when enabled, will require newly created accounts and sites to have the same division. Pathway: Setup > System > System Options > ...
-
The Add Menu for accounts and sites has been reorganized and 'Account Request' has been added to the list of available options. Pathway: Customer Service Screen > '+' Menu ...