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Sage Construction Management Ideas Portal
Status Future consideration
Created by Karson Smith
Created on Nov 12, 2024

Add Vendors to ITB by Classification List, Not By Distance

The add by classification window for ITB does not do as it suggests. If I wanted to search by distance from the project, that should be a separate option. When adding by classification, I just want to see the list of vendors in the classification and select from there.

The add by distance could be helpful in theory, but the idea that we cannot sort our vendors by classification in any way shape or form without the vendor being listed as within the proper distance when trying to add them to the invitation is astonishing. Just list the vendors by classification and let us add from that list, no extra bells or whistles. This should be an easy thing to do and yet it takes a lot longer than it needs.

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  • Admin
    David Holler
    Reply
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    Nov 13, 2024

    Karson:
    Although we have part of what you are asking for, we are always open to improvement. On the attached screen shot, notice the fields in orange are blank. We can filter by Company Type and/or Vendor Type as you can see in green. What other classifications would you like to see as options?