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ConstructionOnline Publish Notes for the Week of September 20, 2021



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

OPPORTUNITIES

  •  Relevant details will now be carried over to new Opportunities created from Leads. Applies to Opportunities created from scratch or from a template
    •  Step 1 "Details" when creating New Opportunity from scratch are pulled from Lead; when creating New Opportunity from template, Step 1 "Details" are pulled from template:
      •  Street Address (Lead)
      •  City (Lead)
      •  State/Province (Lead)
      •  Zip/Postal (Lead)
      •  Country (Lead) 
    •  Step 2 "Opportunity Details" are pulled from Lead whether creating New Opportunity from scratch or from template:
      •  Related Lead (Originating Lead)
      •  Sales Rep (Lead)
      •  Probability (Lead)
      •  Opportunity Value (Lead)
      •  Opportunity Quality (Lead)
      •  Details/Notes (Lead)

PUNCH LISTS

  •  Optimized All Punch Lists Report to better accommodate large data sets, including reports that surpass 100 pages or more in totality

SCHEDULING

  •  Added a Condensed View option to Schedule View Preferences. Condensed View reduces the height of each row in the Schedule, making for a more compact viewing experience. 

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Topics: Publish Notes

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Project Log Entries

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Projects in ConstructionOnline™

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Project To Dos Created

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Punch List Items

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Selection Choices

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Change Orders Created

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RFIs Answered

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Schedules Managed

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Unique Zip Codes Logged