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ConstructionOnline™ Publish Report for the Week of August 21, 2023

ConstructionOnline™ Publish Report for the Week of August 21, 2023

Engineered to provide the industry’s best ROI, UDA continually invests in its clients success through regular updates & new features added to the award-winning construction management software, including - 

LEAD TRACKING 

  • Updated the Lead Capture form available on Public Profiles to reflect the external Lead Capture form. The following fields are now available when managing the Lead Capture form by navigating to the Company Dropdown Menu > Public Profile Settings > Lead Capturing
    • Required Fields
      • First Name
      • Last Name
      • Email Address
    • Optional Fields 
      • Phone Number 
      • Street Address 
      • City 
      • State/Province 
      • ZIP/Postal Code
      • Information Request 

REPORTING 

  • Added Default Text block options to the Print Checklist Report
  • Verified Filter by Resource populates respective items on RFQ Reports

COMPANY REPORTING

  • Confirmed commas in Project Names no longer cause WIP Reports to download without the correct file extension

CHECKLISTS

  • Updated system logic so that Checklist Creators are no longer set as Checklist Editors upon list creation, but still retain full permissions for each Checklist Item within lists they create
    • This prevents the system from considering the Creator as associated with each individual Checklist Item on GamePlans and other related Reports 

CLIENT SELECTIONS

  • Verified the option chosen for Selection Choice Visibility remains consistent during duplication of Selection 

CO™ MOBILE APP 

  • Confirmed users can edit Punch List Items immediately after creation 
  • Removed completion checkboxes from Schedule Tasks on GamePlans as OnPlan™ Scheduling is intended to be “View Only” within the CO Mobile App 

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Topics: Weekly Publish Reports