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The Account Class Setup's Account Portal tab has been enhanced with a new checkbox option: 'Default Work Order Attachment - Display in Customer Portal.' Enabling this option will automatically check the 'Display In Customer Portal' checkbox when add...
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The 'Capture Competitor' field has been made available to Add Service type reason codes when previously this field was limited to only the End Service type reason codes. Once enabled, a 'Current Competitor' field will display on the Add Active Serv...
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A 'Current Competitor' field has been added to the Add Active Service screen for reason codes that have the 'Capture Competitor' option enabled. Pathway: Accounts > Customer Service Screen > Add Service ...
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In both the Site Surcharge Rates and Surcharge Management screens, the override option is disabled when the Franchise Fee is set to 'Yes.' In the Site Surcharge Rate screen, the action icon is hidden, while in Surcharge Management, the hyperlink fo...
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A new setting 'Return To Route List On Completion of WO' has been added to the NavuNav Settings tab in Work Type Setup. When set to 'Yes,' completing a stop will return the driver back to the Route List screen. When set to 'No,' the driver applicati...
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The issue preventing the Sales Rep filter from displaying the list of sales representatives for selection has been resolved. Pathway: Sales > Pipelines > Pipeline Summary ...
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In an attempt to decrease the number of pages, the font size for Access, Note, and Service Note has been reduced, and the format has been adjusted on Route Sheet Format 4. Pathway: Operations > Dispatch ...
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Previously, the WO Minimum field did not revert back to '0' when a user changed the Posting Status from 'Posted' to either the 'Pending' or 'Ready To Post' options. This has been resolved. Pathway: Accounts > Search > Accounts ...
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An 'Engine Hours' field has been added to both the Check In and Check Out screens of the Android NavuNav application. Information captured here is recorded to the truck in Navusoft. Application: Android ...
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Last Updated: 02/07/2024
in Accounts Home Account Menu
Pathway: Accounts > Customer Service Screen > + Menu > Clone Site and Services The Clone Sites and Services tool simplifies the process of adding new sites by cloning the configurations of an existing site, including its associated ser...