Updated Articles

  1. Account Portal (Service Map) - Duplicate Inventory Serial Numbers (15473)

    Last Updated: 07/28/2023 in Release Notes Home Release 69 Customer Portal - 69 Release
    The Service Map in the Account Portal has been fixed to eliminate duplicate serial numbers for the equipment when viewing location pin details. Pathway:  Customer Portal > Service Map ...

  2. Tasks - Labels Added To Filters (15439) [Enhancement]

    Last Updated: 07/28/2023 in Release Notes Home Release 69 Home - 69 Release
    The Assigned Tasks screen has been updated to display filter labels above the corresponding filters for Tasks, Department, and Type. Additionally, a fix has been implemented to address the refresh issue that occurred when switching between tasks. ...

  3. Accounts (Calendar)- Notification Message Updates (15497) [Enhancement]

    Last Updated: 07/28/2023 in Release Notes Home Release 69 Accounts - 69 Release
    In the Customer Calendar, additional details have been added to the Notification Message dialog box to include the following information:  Message Type (SMS or Email) Message Subject Message Direction (Sent or Received) From Email A...

  4. Account Request Management - Linked Item Showing Twice (15481)

    Last Updated: 07/26/2023 in Release Notes Home Release 69 Accounts - 69 Release
    An issue has been resolved that caused linked items to display twice in both the Account Request screen and Account Request Management screen.  Pathway:  Accounts > Accounts Request Management ...

  5. Work Order Prepayment Page Updates (15412) [Enhancement]

    Last Updated: 07/25/2023 in Release Notes Home Release 69 Customer Portal - 69 Release
    The Prepayment screen has been updated with the following changes: Logo added with the division legal name, phone and email The page title 'Work Order Prepayment Amount $xx.xx' has been renamed to 'Work Order # xxxxx Prepayment' Work Order d...

  6. AR Payment Batch - Batch Time Not Displaying Correctly (15491)

    Last Updated: 07/25/2023 in Release Notes Home Release 69 Accounting - 69 Release
    Within AR Payment Batch and Batch Details, an issue caused the 'Created On' time to display differently between the two screens. This has been resolved. Pathway:  Accounting > AR Payment Batch ...

  7. Safety Profile Type Setup

    Last Updated: 07/25/2023 in Setup Home Operations
      Pathway:  Setup > Operations > Safety Profile Type The Safety Profile Type Setup screen is used to  identify safety issues a driver should be made aware of before servicing a site. After a safety profile is created, it must be linked to t...

  8. Accounts (Customer Details)- Unable to Delete Attachments (15452)

    Last Updated: 07/24/2023 in Release Notes Home Release 69 Accounts - 69 Release
    Within the  'View Photos, Attachments and Waste Profiles' (paperclip icon) of an account, an issue in the Attachments tab prevented the deletion of attachments that had been added. This has been resolved. Pathway:  Accounts > Search >...

  9. Edit Active Service - Logic Updates for When Equipment Type is Changed (15426) [Enhancement]

    Last Updated: 07/24/2023 in Release Notes Home Release 69 Accounts - 69 Release
    The following logic has been updated to Edit Active Service screen: If the equipment type is changed for an active service, a removal work order is created for the old equipment and a delivery work order is created for the new equipment. Removal a...

  10. Navu Chat - Group Chat Not Starting (15479)

    Last Updated: 07/21/2023 in Release Notes Home Release 69 Home - 69 Release
    An issue has been resolved that prevented users from starting a group chat using Navu Chat.  Pathway: Home > Chat ...
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