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The following performance improvements have been released to the NavuNav app: The issue causing the app to shut down when the driver attempted to save a date in the disposal ticket has been fixed. NavuNav (Android) The Disposal Calendar has be...
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Within the Services List's Billing view (Dispatch), a new 'Charge Quantity' column has been added to display the charge quantity from the work order. Pathway: Operations > Dispatch ...
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An enhancement has been made to the Customer Details screen to display the full notification message for email and text messages when clicked on by the user. Pathway: Accounts > Search: Accounts ...
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Logic to the Invoice Format field in the Bill Group Setup screen and Add/Edit Bill Group screens has been updated to display the invoice format's Custom Name if one is entered. Otherwise, invoice Name is used. Pathway: Setup > Re...
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The Prepayment link for on-call orders has been enhanced to enable the sending of the link as a text message to account contacts whose Service Notification Method setting is 'Text Message'. Pathway: Accounts > Search > Accounts ...
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Add and Edit Line of Business has been updated to separate the Mobile/Optimization/Online Ordering tab into three individual tabs with Online Ordering being renamed to 'Self-Service Ordering'. Pathway: Setup > Services > Line Of Busines...
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An enhancement has been made to add a search bar to the Service History section on the Customer Details screen. Pathway: Accounts > Search > Accounts ...
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Previously, the Past Balance Due amount on the email AR Statement was not displaying. This has been fixed. Pathway: Accounts > Search: Accounts > Customer Details: AR History ...
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The following modifications have been applied to the Account Request screen: Linked Items and Photos have been separated into distinct tabs for improved organization. The Photos tab now allows for the attachment of multiple photos, expanding the ...
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Last Updated: 07/07/2023
in Sales Home CRM Sales Workflow
This article outlines the remaining stages following the sale of an account and the hand-off to the Operations division for servicing setup. Prerequisites: Review the following articles to better understand the sales workflow leading up to closi...