UDA Technologies continues to invest in the growth & stability of UDA ConstructionOnline™ with regular updates & enhancements, including -
Notes & Description fields are accessible in View Only Mode when Notes & Description is locked via Estimate Options > Lock Estimate
- When "Lock Notes & Estimate Description" is enabled, users cannot alter the Notes and/or Descriptions for estimate categories, subcategories, and/or items. Users can, however, view the Notes and/or Descriptions for estimate categories, subcategories, and/or items in View Only Mode.
FILES & PHOTOS
Optimized results delivered via Download All Project Files, specifically as related to larger data sets.
Content related to "Pending" Projects is excluded from GamePlan™ automated email reports.
- Users can no longer add custom entries in the Related Lead field of the Lead Notes modal. The Related Lead must be an existing Lead entry.
- Only one Lead Note entry appears on the lead's timeline, even when multiple leads are assigned as Related Leads
- Lead Date Created event loads correctly for all recognized date formats
- Lead Export for Excel includes Lead Source and Lead Type values when those columns are included in the export
- Leads can be added as ClientLink™ Contacts on the Project Team page
Optimized options for sorting the Opportunity Table by Type
Names of Schedule and Project (when applicable) are included in the header on the Detailed List View Schedule Print
Options added to ClientLink™ / TeamLink™ Portal to allow the clients, subcontractors, and/or vendors to download multiple Redline Sheets at once.
- Option added that allows users to Download Current Set in its entirety
- Download command enhanced for execution on multi-sheet selections
Revised Tax Section on Estimate Proposals and Current Contract Summaries
- Taxes now appear as a set of line items below the Budget Subtotal instead of a separate table under the Grand Total
- In order for the tax section to appear, the user must engage the Include Tax Section on the Price Detail step (step two) of the Estimate Proposal Wizard
Optimized WIP Reporting for inclusion of QuickBooks Actuals
Streamlined batch uploads to Image Galleries for the Company Public Profile
Non-image files now download and preview when accessed from the Android version of CO™ Mobile