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A new Broker Group field has been added to the Add/Edit Account screen. To enable this field, the following setup is required: In Setup > System > System Options , under the Account tab, 'Require Broker Group For Broker Account Class Type' mus...
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Two new options have been added to the Work Order entity's Database Query: Equipment Volume and Service Note. Pathway: Database > Database Query ...
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In the NavuNav (Android) application, an icon has been added to the Stop List and Stop Details screens to indicate whether a customer is open, closed, or closing soon. The customer's open time is displayed afterward. The status is indicated by the...
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A new 'Service Description Display' field has been added to the Mobile tab for a Line of Business. This change affects how the service description is displayed to drivers in NavuNav (Android). Pathway: Setup > Services > Line of Business...
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In the Details tab of the Account Class screen, a new 'Require Site Class' checkbox has been added. This checkbox requires that a site class be selected when creating a new account or site within that account class. Pathway: Setup > ...
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The following fields have been added to the Tax Details Database Query: Credit GL Account ID Account Name Account ID Pathway: Database > Database Query ...
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Last Updated: 08/05/2024
in Setup Home Services
Pathway: Setup > Services > Available Service Code The Available Service Code Setup screen identifies the services provided to a division and further refines them to specific service regions. This screen also offers the option to app...
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Pathway: Operations > Disposal Activity The Activity tab of the Disposal Activity screen provides a summary of historical target usage for each disposal location. Filtering and field options displayed along the top of the screen provide ...
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The following changes have been made to the Add User tool: A clearing option has been added to the Department field. A 'None' option, which is now the default setting, has been added to the Sales Goal Type field. Pathway: Setup > Syste...
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Sales stages 'Discovery' and 'Verbal' have been removed as options from the following locations: Sale Stage Setup Sales Rep Map Site Status History Pathway: Setup > Sales > Sales Stages ...