Updated Articles

  1. NavuNav (Android) - Turn By Turn Calculations Not Recalculating (18735)

    When using the Driving Directions, and the driver went off route, the turn by turn driving directions would not recalculate. This has been resolved.  ...
  2. NavuNav (Android) - Phone Screen Size Compatibility Updated (18721)

    A UI issue specific to phone screen size, where the Route Summary window was cut off and Driving Directions failed to open the map screen with the Route Summary, has been resolved.  Both display and navigation functions perform as intended.  ...
  3. NavuNav (Android) - Return to List Updated (18377)

    The issue that prevented NavuNav users from returning to the route stop list after entering values in the Items Collected screen has been resolved. ...
  4. Site Class Setup

    Pathway:  Setup > Account > Site Class Site Class categorizes sites within an account and is primarily used in target pricing. Add Site Class Field Descriptions Field Description Name Required The name of th...
  5. Account Class Setup

    Pathway:  Setup > Account > Account Class Account Class defines the billing and payment processing criteria for an account or group of accounts. It is assigned upon account creation and also serves as a filter for various reports and tool...
  6. 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...
  7. Shared Services (Accounts)

    Pathway:  Accounts > Active Services Shared services enable a single service to be split among multiple sites at the same location, such as businesses within a commercial building.  Each site is billed individually for its share, using ...
  8. Purchase Order Entry and Billing Hierarchy

    Purchase orders can be added to an account or site in multiple areas. However, regardless of where a PO number is entered, all PO numbers follow a defined hierarchy during the billing process.  Understanding this hierarchy is key to ensuring accur...
  9. Customer Portal - Ability to Self-Register and Auto Send Portal Invites (18439, 18449) [New Feature]

    New setup fields and logic have been added to System Options and Account Class Setup to support automatically sending portal invitations to new contacts and allowing customers to self-register using a recent invoice. Self Register Setup S...
  10. Tax Verification

    P athway: Accounts > Tax Verification Tax Verification only applies to Texas.   The Tax Verification screen is used to ensure that addresses and their associated tax regions are accurate. This process is essential to accurately ...