Notification Icons
Notification icons display horizontally along the top, right corner of the screen. A red bubble displays with the icon to indicate attention is needed.
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. A Customer Requests list also displays in the Customer Requests column of the Home (module) screen. | 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. A task list also displays in the Tasks column of the Home (module) screen. | 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 icon. |
Context Help |
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 | |
Customer | |
Dashboard | |
Sales | |
Operations | |
Accounting | |
Reports | |
Setup | |
Database |