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ConstructionOnline Publish Notes, February 1-8, 2021

ConstructionOnline Publish Notes, February 1-8, 2021

UDA Technologies continues to ensure the growth and stability of ConstructionOnline with several updates to usability and performance.

Key components of this week's updates include - 

ESTIMATING

  • Updated API to optimize import of Actuals from QuickBooks desktop versions via Socket
  • Selection tables in Estimate Proposals for 3-Level Estimates now include Selection description & Selection cost information
  • Estimate Notes Report updated to include Takeoff Notes, alongside options to include General Notes, TeamLink Notes, & ClientLink Notes

LEAD TRACKING

  • Modified Lead Event Details window to apply styling updates

OPPORTUNITIES

  • Streamlined conversion from Opportunity to Project to account for instances where no Lead Contact/ClientLink Contact is designated

PORTALS

  • Optimized "Hide Selection Costs and Allowances" option for ClientLink/TeamLink Portals to show/hide selection costs and allowance information on both the Client Selections view and the Project Overview (Selections Quick Link Button)

PUNCH LISTS

  • Streamlined navigation from Punch Lists to Photostream and vice versa

SCHEDULING

  • Instituted max duration of of 500 work days for ConstructionOnline Schedule Tasks
    • Attempting to assign a longer duration triggers a notification informing the user of the limit & reverting the duration back to 500 work days
  • Indent/Outdent options disabled when tasks selected in bulk

INVOICING

  • Optimized the ordering of Invoices when sorted by Invoice Name

PROJECTS

  • Enhanced responsiveness of Project Details window to automatically expand to full-screen mode if the browser falls below a certain width. 
  • Users can customize Project Colors from the Company Projects list accessible from ConstructionOnline's Company Overview

GENERAL

  • Improved options for dismissing ConstructionOnline Banners
  • Optimized default theme & background settings for new ConstructionOnline accounts

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Topics: Weekly Publish Reports