Thanks to your steady flow of feedback, we’ve implemented the following updates to our software and they are now live for all users.
DASHBOARD: Users can now expand widgets to larger than just one column of their dashboard for more expansive viewing of key data.
DASHBOARD: Widgets with a search functionality are now fixed height, so that once adjusted, their size will not change based on search queries.
DASHBOARD: On the Database Quality Summary Graphs, numbers will now be displayed in addition to percentages.
DASHBOARD: A new report widget can be added to the dashboard that lists the main statistics in a Prequal’s status, including: Number Prequalified, Number in Review, Number of RFIs, Number of No Responses.
REPORTS: For Prequal and Bid Projects, the Activity Report will now track the details of who has chosen to “Opt Out”.
REPORTS: A new Plan Holders report compiles a list of all plan holders for a given project including: Company name, Contact Name, Email, Phone, Documents Downloaded and the date they were downloaded.
REPORTS: On the Companies Updated report under Data Management Reports, the fax number field as been added.
COMMUNICATIONS: The system’s multi-lingual capabilities have been expanded to communication templates where users can now create full French or Spanish communications, including the template header.
COMMUNICATIONS: The default language on all invitation to bid templates has been changed to “Yes, I’ll Bid All Trades” and “No, I won’t bid this job.”
COMMUNICATIONS: A merge tag option for subcontractors’ contact email has been added to communication templates.
COMMUNICATIONS: Communication (fax and email) summaries will now include company name.
SEARCH: General Notes are now included in the main search query. The note will not be displayed in search results, but the Company Record it is attached to will.
BID PROJECTS: On the Qualified / Invited / Awarded tabs, if no communication is shown for a subcontractor, the Communication Detail will indicate that the sub has been marked as invited.
BID PROJECTS: When copying a project template, the ability to change the confidentiality settings simultaneously has been added.
BID PROJECTS: We are now hiding project stats, such as Invited, Accepted, Proposed, etc, to users with a File Viewer or File Collaborator security profile.
BID PROJECTS: Managers/Shared Managers on Bid Projects will now receive notifications when subcontractors download plans. This function can be turned on/off on the Project Info tab.
PREQUAL: Users can now integrate as many prequal forms with their corporate website as necessary, instead of being restricted to one. The integrated code will be displayed under the Prequal Info tab.
IMPORTS: Users can now assign more than one group to companies while running imports.
EXPORTS: Users can now turn off the location field in an export.
RECYCLE BIN: Items in the Recycle Bin will now have two more columns, one for “Deleted By” and one for “Deleted on [DATE]“
