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ConstructionOnline Publish Notes for the Week of September 20, 2021

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: Weekly Publish Reports