Updated Articles

  1. Contacts (Accounts) - Warning For Blocked Email Addresses (16666) [New Feature]

    An enhancement has been made for accounts set to 'Email With Link' or 'Email with Attachment.' If a billing contact's email is on the email blocklist, a red exclamation point icon will appear on both the account screen and the contacts screen. Whe...
  2. Services List (Operations) - Logic Updated for Timestamp Discrepency (16803)

    The timestamp discrepancy between the timestamp on the Edit Service Record screen and the timestamp on the Services List screen has been resolved.   Pathway:  Operations > Dispatch ...
  3. Route Management (Operations) - Current Tab List Jumps To The Top When New Sequence Number Is Entered (16856)

    Previously, an issue occurred in the Route Management's Current tab: when a new sequence number was entered, the page would jump back to the top of the list. This has been resolved. Pathway:  Operations > Route Management ...
  4. (Contacts) Accounts - 'Email to Contact' to Include Contact's Title and Label (16804, 16818)

    When emailing out things such as statements and invoices, the 'Email to Contact' field has been updated to include the contact's title (if one exists) and their billing contact label if they are a billing contact. Pathway:  Acc...
  5. Navu Requests - Administrative Users

    Pathway:  Home Screen; Navu Requests Icon The Navu Requests tool provides a way for users to communicate issues and requests to Navusoft. There are two types of Navu Requests users: General users and Administrative users. General users ca...
  6. Navu Requests - Close Ticket Requests

    Pathway:  Home Screen; Navu Requests Icon Navu Requests can be closed by the assigned user, or a Navu Request Administrator. Upon closing a request, other users linked to the request will receive a notification of the status change. Close...
  7. Navu Requests - Create a Ticket Request

    Pathway:  Home Screen; Navu Requests Icon The Navu Requests tool provides all system users a way to report issues and request help while using the Navusoft application. General users of Navu Requests can create ticket requests for any rea...
  8. Navu Requests - Basic Fields and Functions

    Pathway:  Home Screen; Navu Requests Icon The Navu Requests tool enables users to communicate issues and requests to Navusoft. After submitting a ticket request, users can track its status within Navu Requests tab set. Additionally, any c...
  9. Service Record (Accounts) - Work Order Disposal/Ship Tab Not Displaying Vehicle Information (16858)

    The issue that prevented the truck name from displaying in the Vehicle Info column on the service record's Disposal/Ship tab has been resolved. Pathway:  Accounts > Search > Accounts ...
  10. Edit Service Record (Accounts) - Switch Work Type on Service Records Option Available (16833) [New Feature]

    Switch Work Type on Service Record A green 'switch' button has been added to the Service Record screen, allowing users to switch work types for 'Scheduled' and 'On Call' services. This option is only available to work types that have 'Allow Swi...