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A 'Frequency' column has been added to the Dispatch 2 view of the Services List screen. Pathway: Operations > Dispatch > Services List ...
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An issue has been resolved that prevented the Aging Details to a Date report from showing all qualifying invoices. Pathway: Reports > Standard Reports > AR > Aging Details to a Date ...
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Previously, users encountered an issue where the print option on the Invoice Notification Summary screen was unresponsive when attempting to print invoices. Pathway: Accounting > Billing > Pending and In Process > Notifications section...
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Last Updated: 03/06/2024
in Accounts Home Account Menu Pathway: Accounts > Search: Account > Account Menu > Send Email In the account menu drop-down of the Customer Service screen, the Send Emai l feature allows users to directly email account contacts or others for reasons regarding their...
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Last Updated: 03/06/2024
in Communication Stay on top of email communications and appointments with account contacts by syncing your external email account to Navusoft. After the simple setup process is complete, any new appointments or email communications associated with an account contac...
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Last Updated: 03/06/2024
in Accounts Home Account Menu Pathway: Accounts (Search) > Account > Account Menu > Lead Add a lead to a prospect account to effectively manage and followup on future sales opportunities. Leads added here are shared with many of the CRM tools available in the Sales m...
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Last Updated: 03/01/2024
in Accounting Home Pathway: Accounting > Invoice Notification Monitoring The Invoice Notification Monitoring screen offers a summary of invoices that have been either printed or emailed, along with an indication of whether the recipients have viewed the ...
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In the Account Details section of the Customer Service screen, Paper Bill Fee has been relocated to display under Invoice Delivery. Additionally, the red font has been enhanced. Pathway: Accounts > Customer Service Screen ...
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'Sequence' and 'Completion Time' have been separated into two separate columns in the Completion Report export. Columns have been manually hidden in the screenshot for purposes of capturing the change. Pathway: Operations > Dispatch...
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The "Bank Cleared Date" field has been updated to enable deletion of the date using the keyboard's delete button. Pathway: Accounting > AR Payment Batch ...