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Select the user account drop down to log out, edit your screen display and account information, or to reference the system version your account is operating on.
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Tool | Description | ||
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Logout | Logs you out of the Navusoft system. | ||
Locale | Changes the location settings for all displays. | ||
Refresh Reference Data | Refreshes the (user’s) system’s data without having to log out and back in. | ||
System Font | Changes the font in your Navusoft account. Options include: Frutiger Light, Frutiger Medium and Roboto.
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User Profile | Allows for the editing of the following user information:
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Join Screen Share Session / Generate Screen Share Code | Option to share your screen with other users. This does not include an audio connection. Share your screen:
Join a screen share session:
Screen share will only share screens within the Navusoft application. Navigating to anything outside of Navusoft is not shared. | ||
About Navusoft | Displays the build version your system is operating on.  |
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Notification icons display horizontally along the top of the screen. A red bubble displays with the icon to indicate attention is needed.
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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 a history of archived tickets. There are two types of users for the Navu Requests tool: General Users and Navu Request Administrators.
Further information and how to use the Navu Requests tool can be found here: Navu Requests |  Navu Request Administrators
General Users
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Unread Documentation | Select the Unread Documentation icon to access the Navusoft Knowledge Base and Release Notes. All documentation reflects the most recent version of the Navusoft system. | Icons Displayed on Left | |||
Customer Request | Select the Customer Request icon to view recent customer request activity such as a request for additional pickup or call back.
|  Displays total count of all customer requests assigned to the user. | |||
Tasks | Select the Tasks icon to review tasks you have created or another user has assigned to you. When a task is marked as complete the user who created the task will receive a popup notification with the information of who completed the task and the date and time.
 |  Notification displays a total count of the logged in user’s open tasks. | |||
Appointments | Select the Appointments icon to view current and upcoming appointments. |  Notification displays the number of appointments a user has scheduled. | |||
Cancellations | Select the Cancellations icon to view customers who are cancelling their accounts. |  Notification displays the total count of customer cancellations. | |||
Snoozed Alerts | Select the Snoozed Alerts icon to view any pop-up alerts that were previously snoozed.  |  Notification displays the 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 notification. | |||
Icons Displayed on Right | |||||
Navu Projects | |||||
Navu Requests | Select the Navu Requests icon to create new ticket requests, track and communicate on existing tickets and view a history of archived tickets. There are two types of users for the Navu Requests tool: General Users and Navu Request Administrators.
Further information and how to use the Navu Requests tool can be found here: Navu Requests | Navu Request Administrators
General Users
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Unread Documentation | Select the Unread Documentation icon to access the Navusoft Knowledge Base and Release Notes. All documentation reflects the most recent version of the Navusoft system. | Notification indicates documentation is available and a total count of documentation the user has not reviewed. | |||
Context Help | Select the Context Help icon to view documentation related to the page you are viewing.
 | Does not display a notification. | |||
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