...
Icon | Description | Bubble Notification | ||
---|---|---|---|---|
Navu Requests | Select the Navu Requests icon to create new ticket requests, track and communicate on existing tickets and view archived tickets. | Navu Request Administrators Regular Users | ||
Unread Documentation | Select the Unread Documentation icon to view learner documentation for only the modules/tools you have been granted permissions to. | Red bubble indicates documentation is available. A total displays in the notification bubble indicating the count of documentation the user has not reviewed. | ||
Customer Request | Select the Customer Request icon to view recent customer request activity such as a request for additional pickup.
| Red bubble indicates a new request is waiting to be reviewed. | ||
Tasks | Select the Tasks icon to review tasks you have created. Complete the task from the Task editor, or delete the task if it no longer applies. When a task is marked as complete the user who created the task will receive a notification pop-up with the information of who completed the task and the date and time.
| Red bubble displays a total count of tasks that have not been completed. | ||
Appointments | Select the Appointments icon to view current and upcoming appointments. When an | |||
Cancellations | Select the Cancellations icon to view customers who are cancelling their accounts. | |||
Snoozed Alerts | Select the Snoozed Alerts icon to view any pop-up alerts that were snoozed opposed to being closed. | Red bubble displays a total count of alerts that have been snoozed. | ||
Recent Activity | Select the Recent Activity icon to view a time stamped history of your user account. This includes accounts you have viewed, tasks you have completed, and anything else you have done while logged into your account. | Does not display a bubble iconnotification. | ||
Context Help | Select the Context Help icon to view learner documentation related to the page you are viewing.
| Does not display a bubble notification. |
Modules
Modules display vertically along the left side of the screen. Users will only see modules they have been granted user permission to. Within each module are Tools a user needs to perform the functions of their job.
...
Module | Description |
---|---|
Home | The Home module is the landing page users see when they log in to their account. |
Customer | |
Dashboard | |
Sales | |
Operations | |
Accounting | |
Reports | |
Setup | |
Database |
...