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Manual Data Entry For Reports

When creating a report it is frustrating to see empty fields and having to go back to that specific line item to enter the data then create the report. An example of this is dates for submittals, If there could be an user friendly data entry cater...
Guest 9 months ago in New Product Integration / Submittals 0 Future consideration

Allow Transmittal CC:d Individuals to have access to the link

There should either be a way to add additional recipients or allow cc:d individuals in the sending stage to have access to the link.
Guest 12 months ago in Transmittals 0 Future consideration

RFI Detailed Report Bookmark When Schedule or Cost Impact is "To Be Decided"

When "To Be Decided" is selected for an RFI it populates as "False". We cannot send out an RFI that says "False" if we are asking for information that will give us direction on if there will be a cost or schedule impact. We need our paper trail to...
Kenani Brandon about 1 year ago in Detail Report Templates / RFI 0 Future consideration

Set default workflow type for RFI's

Have the ability in feature settings to set a default workflow type for RFI's
Jack Speshock about 1 year ago in Feature Settings / RFI 0 Future consideration