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 notification. |
Context Help | Select the Context Help icon to view learner documentation related to the page you are viewing. Documentation is currently being built out for each of the modules and is an ongoing process. | 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. User accounts are set up to view any of the three default homepage options available: Dashboard, Recent Activity and Sales. |
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 |