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ConstructionOnline Publish Notes for the Week of May 3, 2021

ConstructionOnline Publish Notes for the Week of May 3, 2021

UDA Technologies continues to invest in the growth and stability of ConstructionOnline™ with several new enhancements and recent updates, including - 

CLIENTLINK/TEAMLINK PORTAL
  • Optimized loading of Photostream. 
COMPANY OVERVIEW
  • Verified data continuity between To Do dashboards in Recent & Upcoming and Company Overview:
    • Company Overview Dashboard (Recent & Upcoming and All To Dos)
      • The number of overdue, upcoming, and completed To Dos displayed on the Recent & Upcoming dashboard matches the number of To Dos on the All To Dos dashboard. 
    • Company Overview - All To Dos Dashboard
      • Overdue: Only uncompleted To Dos with a due date after the selected past time frame are displayed
      • Upcoming: Only uncompleted To Dos with a due date before the selected future time frame are displayed
      • Completed: Only completed To Dos with a completion date between the past and future time frame are displayed
      • Undated: Only uncompleted To Dos without a due date that were created/last modified between the past and future time frame are displayed
    • Company Overview - Recent & Upcoming Dashboard
      • Overdue: Only uncompleted To Dos with a due date after the selected past time frame are displayed
      • Upcoming: Only uncompleted To Dos with a due date before the future time frame are displayed
      • Completed: Only completed To Dos with a completion date between the past and future time frame are displayed
FILES
  • Folders uploaded to ConstructionOnline by dragging and dropping the folder directly to the All Files sets the folder permissions to Inherit
QUICKBOOKS INTEGRATION
  • Reviewed and updated the population of data values from QuickBooks Desktop in ConstructionOnline Estimate Reports. 
CLOUD SERVICE INTEGRATIONS
  • Updated logos & styling for the Integrations tab of the Profile Settings. Active file integration services now display a light blue background to indicate integration status is "Active."
COMPANY PROJECTS
  • Updated styling for Archived Project List
    • Created by displays the Project Creator for Archived Projects
    • Date Created displays the Project Creation Date for Archived Projects. 
REPORTS
  • Updated Lead Value by Source report text and details. 

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Topics: Weekly Publish Reports