Updated Articles

  1. Edit Account and Site Information

    Pathway:  Accounts > Search - Customer Service Screen Efficiently modify details for either a parent account or a site by using right-click functionality to access the account and site editor screens.  Permissions The follo...
  2. Urgent: Mandatory Password Reset- Action Required Today

    Attention Navusoft Users, The security of your information is our top priority. As part of a proactive security action plan, we are implementing a mandatory password reset for all Navusoft Customer Portal users. Required Action and Timing ...
  3. PO Numbers (Accounts) - Logic Updated to PO Number Field (19542)

    ChatGPT said: ChatGPT said: The  PO Number fields have been updated to support entries of up to 50 characters , resolving a billing issue that previously occurred. PO number field updates were applied to the following areas: Serv...
  4. Database Query (Database) - Updates to Revenue Query (19517)

    The following fields have been added to the Revenue query in Database Query: Start Date End Date Service ID Account Class Name Pathway: Database > Database Query ...
  5. Service Record (Accounts) - Field logic update in 'Create On Call Order' (19459)

    The Requested By field that appears when creating an on-call work order has been updated to allow a maximum of 50 characters . If the character limit is exceeded, the Create button is disabled.  Pathway: Customer Service Screen > C...
  6. Term Setup

    Pathway:  Setup > Accounting > Term Term Setup establishes the payment terms on an invoice to indicate when payment is due. Permission The following permissions are required to view, add and edit terms: Permission ID ...
  7. NavuNav (Android) - Logic Updated to Expand Availability of Disposal Entry (19518)

    In previous versions of NavuNav (Android), the Disposal Entry option was only available once a work order was marked Complete . In version 6.6, this functionality has been expanded to also display for work orders with an In Progress status. Dispo...
  8. Auto Pay Management

    Pathway:  Accounting > Auto Pay Management The Auto Pay Management screen offers a comprehensive view of all accounts set up for auto-pay. This screen is divided into two tabs: one for accounts scheduled for auto-pay and another for billi...
  9. NavuNav (Android) - "Skip" Option Added to Clock Out Process (19373) [New Feature]

    In NavuNav version 6.6, users are provided the option to skip the Post-Trip inspection. When selected, the application will close automatically, and the user will be logged out. ...
  10. Role Setup

    Pathway:   Setup > System > Role Roles in the Navusoft application serve as collections of permissions necessary for users to access and operate within the system. Navusoft offers a predefined set of roles that are readily available f...