Updated Articles

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

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

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

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

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

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

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

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

    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:  ...
  9. Sales - Sales Maps Not Loading Data (16312)

    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 ...
  10. Accounts - Calendar and Rate History Updates in Relation to Rate Update Batch (14835) [Enhancement]

    Calendar and Rate History in the Customer Service screen have been updated to display the Rate Update Batch and the Rate Update Batch Note upon hover. ...