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Assignments & Courtesy Copies

Showing 40 of 1998

All Encompassing Notification Report

It would be good to have the ability to automatically send out notifications/reports to users at intervals whether daily or weekly listing all open records for which they are assigned responsibility.
Guest about 3 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Add Comments to the Assignments

When someone is assigned to a record, there is the ability to assign a due date. It would be helpful if there were also a short comment section under each assignment to indicate what that user is being asked to do. Sometimes there are multiple ass...
Guest over 3 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Would be better if assignments on reports included the company name rather than just the contact. Seeing only the contact, people may not recognize what company and/or trade is associated with the name when reviewing the report.

No description provided
Guest about 4 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0 Planned

Distribution Lists by Project Role

Enhancement description: Ability to create distribution lists based on project role. What is the customer trying to accomplish? I want to have a project template with distribution lists in it. The distribution lists members would be based on role....
Brendan Radich almost 5 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Recurring Assignments

For checklists (and my suggested photo feature (https://projectsight.ideas.aha.io/ideas/PSW-I-143) ), I think we should be able to schedule recurring assignments. I would like for our VP of Construction to be able to assign checklists to our super...
Brendan Radich about 5 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0 Future consideration

Contacts Can Comment on Records

Currently you can assign or CC a basic Contact who is not a User. That Contact will receive an email notification. It would be nice if that basic Contact could respond to the email notification and have it populate back into PS as a comment even a...
Hunter Dickerson 8 months ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Central Assigned Tasks Module

I would love to see all of the tasks/items assigned to me and their due dates in a list for all the projects within a porfolio.
Guest about 1 year ago in PS Web App & Platform / Assignments & Courtesy Copies 1

Bulk add or Delete CC or Assignees

Currently you can Bulk add assignees or CCs but you cannot bulk delete the assignees or CCs. Can an option be added to manage your CC or assignee list to allow many assignees or CCs to be deleted at once from a particular record?
Henrick Malpica over 1 year ago in PS Web App & Platform / Assignments & Courtesy Copies 0

The Assigned To "Check" is hard for new users

The check being there in Black does not communicate the need to click to turn Green on completion. No one gets this by looking at it - If this was an Open Check Box - or a Checkbox with a faint grey Check - this might communicate that there is an ...
Benjamin Crosby over 1 year ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Distribution Lists when Assigning or CCing

Only one person can be selected at a time when assigning or courtesy copying. It is extremely rare that one person will be selected for these; distribution lists or multiselect (before the contact pop-up closes) should be an added feature
Guest about 2 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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