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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. There are two types of users for the Navu Requests tool: General Users and Navu Request Administrators. General users can create ticket requests but can only submit them to their internal Navu Request Administrator to review and decide to send on to Navusoft. Navu Request Administrators Regular Usersboth create tickets and review submitted ticket requests from the general users to identify which tickets should continue on to Navusoft. Further information and how to use the Navu Requests tool can be found here: INSERT LINK | Navu Request Administrators
General Users
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Unread Documentation | Select the Unread Documentation icon to view learner documentation for only the modules/tools you have been granted permissions to. Documentation reflects the most recent version of the Navusoft application. | 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
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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 customer accounts you have viewed, tasks you have completed, and anything else you have done while logged into your account. Select the activity, such as the account name to access the location again.
| Does not display a bubble notification. | ||
Context Help | Select the Context Help icon to view learner documentation related to the page you are viewing.
| Does not display a bubble notification. |
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Module | Description |
|---|---|
Home | The Home module is the landing page users see when they log in to their account. User accounts are set up to view any of the three default homepage options available: Dashboard, Recent Activity and Sales. Changing a users default homepage is done in Setup > System > User. |
Customer | The Customer module contains tools related to creating and servicing customer accounts. |
Dashboard | |
Sales | |
Operations | |
Accounting | |
Reports | |
Setup | The Setup module controls how the Navusoft application is setup. Access to this module should be restricted to only administrative users who understand their system setup. |
Database | The Database module Access to this module should be restricted to only users who understand the implications a change here can have in other areas of the application. |