Updated Articles

  1. Accounts - Clone Site Functionality Available (16270) [Enhancement]

    Last Updated: 02/07/2024 in Release Notes Home Release 72 Accounts - 72 Release
    The option 'Clone Site and Services' has been added to the account menu drop down. To use this feature, users must have permission 453 (Clone Site and Services).  Review the Clone Site and Services article to learn more about how to use this feature...

  2. Accounts (Contracts) - Logic Updated to 'Sold By' Field (16317)

    Last Updated: 02/07/2024 in Release Notes Home Release 72 Accounts - 72 Release
    Logic has been updated to the 'Sold By' field in service contracts to display a list of all active users who do not have permission 305 (Assignable as Driver) and permission 328 (Assignable as Helper) associated to their user account. ...

  3. Accounts - Users Appearing Available For Tasks Without Permission 347 (16314)

    Last Updated: 02/06/2024 in Release Notes Home Release 72 Setup - Release 72
    Previously, an issue occurred with the "Add Task" feature, where all users were displayed in the drop down list for "Assigned To," contrary to the expected behavior of only displaying users with permission 347 (Assignable to Tasks). This has been r...

  4. Clone Site and Services - New Feature Available in Account Menu (16270) [Enhancement]

    Last Updated: 02/05/2024 in Release Notes Home Release 72 Accounts - 72 Release
    A new "Clone Site and Services"feature has been introduced in the Account menu. This feature simplifies the process of adding new sites by replicating existing site configurations and their associated services with just a few clicks. For more inform...

  5. Task Type (Setup) - NavuNav Created Tasks Not Routing to Default User (16313)

    Last Updated: 02/05/2024 in Release Notes Home Release 72 Setup - Release 72
    The issue of tasks created in NavuNav being incorrectly assigned to the supervisor on the route, rather than the default user assigned in Task Type Setup, has been resolved. Pathway: Setup > Account > Task Type ...

  6. Inbound/Outbound - Destination Options For Outbound WO's Limited Based On Division (16245) [Enhancement]

    Last Updated: 02/02/2024 in Release Notes Home Release 72 Accounts - 72 Release
    The logic for the Destination field in Outbound work orders has been enhanced to restrict options according to the division linked with the Disposal/Ship Location and Site. Pathway:  Operations > Inbound/Outbound > Outbound (tab) > S...

  7. Inbound/Outbound - Not All Trucks Returned in Search Results (16125)

    Last Updated: 02/02/2024 in Release Notes Home Release 72 Operations - Release 72
    An issue has been resolved that prevented trucks added to a site's truck inventory from populating in the Inbound/Outbound search results.  Pathway:  Operations > Inbound/Outbound ...

  8. Database Query - Tax Details 3 New Fields Added (16321)

    Last Updated: 02/02/2024 in Release Notes Home Release 72 Database - 72 Release
    The following new fields have been added to the 'Tax Details' entity: Tax Name, Tax Authority Code, and Tax Authority Type Name. Pathway:  Database > Database Query  ...

  9. Line of Business (Setup/Services) - Field Added to Mobile Tab (16302) [Enhancement]

    Last Updated: 02/01/2024 in Release Notes Home Release 72 Setup - Release 72
    An 'Enable Completion Note Entry' check box has been added to the Mobile tab of the Add/Update Line of Business screen. By selecting this option, drivers will be able to include a completion note along with the service record. Pathway:  ...

  10. Sales - Sales Maps Not Loading Data (16312)

    Last Updated: 02/01/2024 in Release Notes Home Release 72 Sales - Release 72
    An issue has been resolved that was preventing data from loading in the following Sales Maps: Sales Rep, Territory and Revenue Per Cubic Yard.     Pathway:  Sales > Maps > Sales Rep/Territory/Revenue Per Yard ...
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