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ConstructionOnline Publish Notes for the Week of September 27, 2021



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

ESTIMATING

  •  Optimized population of Client Address to Estimate Proposals, specifically in instances of Projects converted from Opportunities with Related Leads

FILES

  •  Refined granular Folder Permissions to improve overall stability and performance, with specific attention to Private Folders, the responsiveness of the Folder Permissions modal, and how granular Folder Permissions are applied to New Company Users

LEAD TRACKING

  •  New Leads display in the All Contacts List when the option to "Show Leads" is selected

OPPORTUNITIES

  •  Enhanced special character recognition within the Address Fields for Opportunities, and confirmed that number signs (#) are fully supported for the Opportunity and related Estimate Proposals 
  •  Streamlined the population of New Opportunities (Created from Leads) to the Opportunities Table
  •  Improved data retention and display for Opportunities and associated Estimates following page refresh

CLIENTLINK™ / TEAMLINK™ PORTAL

  •  Selection Book and All Selections Report successfully creates from the ClientLink™ or TeamLink™ Portal when appropriate permissions are selected for the respective portal

TO DOS

  •  To Do List Print now includes Project sub-headers when the report is generated with "Sort by Project" selected

INVOICING

  •  Added a "Draft" watermark to Invoices in a "Draft" status

SEE ALL LATEST NEWS

Topics: Publish Notes

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