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The date format on the Recent Activity and Sales Rep homepages now includes the year. Pathway: Homepage ...
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Last Updated: 07/23/2024
in Setup Home Operations
Pathway: Setup > Operations > Work Type Event Class Permissions The following permissions are required to add and edit work type event class: Permission ID Permission Name 24 Setup \ Operations ...
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Attachments added to the service record in Dispatch, and made available to NavuNav, are now displayed as links in the Stop Details window. ...
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In the NavuNav Android application, banner counts were added to the status filters. ...
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Last Updated: 07/18/2024
in Setup Home System
The following process outlines the setup required to successfully add a vendor and their rates to active services and service proposals. In order for the Vendor fields to display, both the selected Reason Code and Service Code must have vend...
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The logic for the Effective Date field in Site Status History has been updated, allowing a site to be made active, inactive, or placed on a vacation hold using the current date. Pathway: Accounts > Site Status ...
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A fix has been deployed to resolve the issue where chargebacks were not showing on the AR History screen after a payment reversal. Pathway: Accounts > AR History ...
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The performance of the Preview Invoice screen has been improved. This update resolves an issue where the amount displayed on the Preview screen differed from the amount generated on the generated invoice if it included a prorated service. ...
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In Site Status History, if "Vacation Hold" is selected as the new site status, an optional "End Date" field will display. If an end date is entered, the system will automatically reinstate the site to an active status on the specified end date ent...
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An 'Enable Temporary Service' field has been added to the Reason Code Setup screen. When enabled and the reason code is selected for an active service, the 'Duration' field will display with the options 'Permanent' or 'Temporary'. Additionally, to ...