-
Pathway: Operations > Route Management > Re-Number (Tab) Use the Re-Number tab in the Route Management tool to re-number stop sequences for one to multiple routes at a time. Re-Number a Route Re-numbering can be done to a single...
-
Pathway: Operations > Route Management The Route Management tool is used to manage new and existing stops on a route and should be included in daily operation activities. This article details the functionality and purpose of each tab...
-
A 'Frequency' column has been added to the Dispatch 2 view of the Services List screen. Pathway: Operations > Dispatch > Services List ...
-
An issue has been resolved that prevented the Aging Details to a Date report from showing all qualifying invoices. Pathway: Reports > Standard Reports > AR > Aging Details to a Date ...
-
Previously, users encountered an issue where the print option on the Invoice Notification Summary screen was unresponsive when attempting to print invoices. Pathway: Accounting > Billing > Pending and In Process > Notifications section...
-
Pathway: Customer Portal > Manage Auto Pay This article provides an overview of the Manage Auto Pay feature available to customers on their portal account. Setup Requirements/Logic The account must be in an Active statu...
-
Last Updated: 03/06/2024
in Accounts Home Account Menu Pathway: Accounts > Search: Account > Account Menu > Send Email In the account menu drop-down of the Customer Service screen, the Send Emai l feature allows users to directly email account contacts or others for reasons regarding their...
-
Last Updated: 03/06/2024
in Communication Stay on top of email communications and appointments with account contacts by syncing your external email account to Navusoft. After the simple setup process is complete, any new appointments or email communications associated with an account contac...
-
Last Updated: 03/06/2024
in Accounts Home Account Menu Pathway: Accounts (Search) > Account > Account Menu > Lead Add a lead to a prospect account to effectively manage and followup on future sales opportunities. Leads added here are shared with many of the CRM tools available in the Sales m...
-
Last Updated: 03/04/2024
in Accounting Home Pathway: Accounting > Auto Pay Management The Auto Pay Management screen offers a comprehensive view of all accounts set up for auto-pay. This screen is divided into two tabs: one for accounts scheduled for auto-pay and another for billing au...