Updated Articles

  1. Reports - Customer Analysis Report Updates (15416)

    Last Updated: 07/14/2023 in Release Notes Home Release 69 Reports - 69 Release
    A change has been made to rename the Account Analysis Report to Customer Analysis.  In addition, the account/site name is a hyperlink to the site/account when clicked on. Pathway:  Reports > Analysis > Customer Analysis  ...

  2. NavuNav- Performance Improvements (15098, 15255, 15435)

    Last Updated: 07/14/2023 in Release Notes Home Release 69 Driver App - 69 Release IPad
    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...

  3. Dispatch - Services List Billing View Charge Quantity Column Added (15040) [Enhancement]

    Last Updated: 07/14/2023 in Release Notes Home Release 69 Operations - 69 Release
    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 ...

  4. Accounts - Logic Updated to Notification Message Views (15409) [Enhancement]

    Last Updated: 07/14/2023 in Release Notes Home Release 69 Accounts - 69 Release
    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  ...

  5. Bill Group - Invoice Format Logic Updated for Custom Name (15431) [Enhancment]

    Last Updated: 07/14/2023 in Release Notes Home Release 69 Setup - 69 Release
    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...

  6. Accounts - Work Order Prepayment Link to Support Text Message (15146) [Enhancement]

    Last Updated: 07/10/2023 in Release Notes Home Release 69 Accounts - 69 Release
    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  ...

  7. Line Of Business Setup - Mobile/Optimization/Online Order Tab Split Into Separate Tabs (15417) [Enhancement]

    Last Updated: 07/10/2023 in Release Notes Home Release 69 Setup - 69 Release
    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...

  8. Customer Details - Service History Search Bar Added (15418) [Enhancement]

    Last Updated: 07/10/2023 in Release Notes Home Release 69 Accounts - 69 Release
    An enhancement has been made to add a search bar to the Service History section on the Customer Details screen. Pathway:  Accounts > Search > Accounts ...

  9. AR History Statement - Past Balance Due Not Displaying (15427)

    Last Updated: 07/10/2023 in Release Notes Home Release 69 Accounts - 69 Release
    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 ...

  10. Account Request Management - Photos and Linked Items Updates (15317) [Enhancement]

    Last Updated: 07/07/2023 in Release Notes Home Release 69 Accounts - 69 Release
    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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