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Rate Update Batch has been updated to include a Postal Code column in the extended view for both the Service Charge Rate and Service Rate Update Batch screens, as well as in the export. Pathway: Sales > Rate Update Batch ...
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An enhancement has been made to the Add/Edit Lead screen to allow users the ability to clear optional fields. Pathway: Accounts > Search > Accounts ...
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A new notification template 'Account Request Notification' has been added as an option to the Type drop down. The Account Request Notification is sent to contacts who have their Account Request Notification setting set to 'Email' or 'Text Message...
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An issue has been resolved that allowed inactive notification templates to display for selection when sending out notifications such as emails. Pathway: Setup > System > Notification Template ...
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An enhancement has been made to the Invoice Notification Monitori ng screen to include a Type column and Type filter. Pathway: Accounting > Invoice Notification Monitoring ...
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Previously, when adding a new Document Format using Form Type "Form" and attempting to save it, an error message would appear preventing saving. This issue has been resolved. Pathway: Setup > Document Formats > Format ...
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Previously the Role Setup screen was getting stuck in a reloading loop after adding/editing a Role. This has been resolved. Pathway: Setup > System > Role ...
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An issue has been resolved where the search results and selected record would clear after assigning a service region to a charge code in the Available Charge Code Setup. Pathway: Setup > Services > Available Charge Code ...
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The Navu Projects screen has been updated with the following enhancements, organized into two tabs: Projects and Tasks, and Recent Activity: Projects and Tasks Tab The Navu Projects screen has been organized into two tabs: 'Projects and Tasks...
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The following modifications have been applied to the Import Fuel Record file format requirements: Truck Name or Truck ID are supported in the first column Three formats of Date are supported in the second column- YYYY-MM-DD / MM/DD/YY / MM/DD...