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Last Updated: 07/07/2023
in Sales Home CRM Sales Workflow The initial phase of the Sales CRM Workflow involves the creation of a prospect account and a lead. This two-part process is outlined below and includes related article links to gain a comprehensive understanding of setup and functionality for each....
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An issue has been resolved that prevented the 'Per Unit' and 'Service Fees' fields from populating in a proposal when 'Copy Lead' was used. Pathway: Accounts > Add Proposal (Service, Quotes and Contracts section) ...
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Previously, if a user voided a label and did not close and reopen the service record screen before posting, the label was included when the work order was billed. Functionality when voiding a label has been improved to automatically save once the la...
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Last Updated: 06/29/2023
in Setup Home Account Pathway: Setup > Account > Task Type The Task Type Setup feature allows users to generate a wide range of task types that can be chosen when adding a task to an account or site. Field Descriptions Fields Descriptions...
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An issue has been resolved that prevented drivers from entering disposal tickets to the route level after all stops are completed. Pathway: NavuNav (IPad)
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The "Bank Account Type" field in Add Account Payment Methods has been changed from a text field to a selection drop down field. This resolves the problem where an error would occur when an unsupported entry was entered, and the user tried to save it...
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Logic has been updated to correct how the work order minimum was being applied to service codes it is enabled for. This resolves the issue of the WO minimum being applied in addition to total charges that were already higher than the minimum amount....
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New functionality has been added to the Truck calendar screen to record engine hours. To add an engine hours record: Click on the truck ID from the Dispatch screen to display the truck's calendar. Right click on the date you would like to add...
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In the Portal's Add Payment Method screen, a new check box for Accepting Payment Terms and Conditions has been included. Users must check this box in order to save the payment method. To access and review the terms and conditions, users can click on...
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An issue has been resolved that prevented the scroll bar from displaying in the Sales Results New New screen. Pathway: Reports > Analysis > Sales Results Net New ...