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Assignments & Courtesy Copies

Showing 41 of 2000

Created on Date on the "My Assignments" tab

Can a created on date search option be added to the assignments tab on all modules? So you can sort/filter records by created date.
Henrick Malpica over 1 year ago in PS Web App & Platform / Assignments & Courtesy Copies 0

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

Assign items by Security Group (drawings/notices etc)

It can be cumbersome in large teams to assign drawings to sets of individuals each time. If an associated member within a contract team is not named as an assigned person or courtesy copied they have no visibility of the item. This means each RFI/...
Ciaran O'Brien over 1 year ago in PS Web App & Platform / Assignments & Courtesy Copies / Drawings 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

Add ability to remove more than one Assignees or CCs at a time from a record.

Add ability to remove more than one Assignees or CCs at a time from a record. Save record entry or correction.
William Atchison about 2 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Ability to Set Default Assignee based on Record Type

We use the Submittals, Submittal Packages and Punch Items Modules for various types of records. For example, we create punch items for construction, FF&A, and Owner/Operations. It would be great if we could set a default assignee(s) to each of...
Guest over 2 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Default CC Assignees

The ability to set a default CC assignee at the project-level for the various record types. Similar to how the default assignee currently functions.
Guest over 2 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Direct Access to Full Contact Selector

We would like to see a shortcut for going directly to the full contact selector for assignments & courtesy copies. Add an option to allow advanced users to control (or shift) + left mouse click on the add button to bring up the full contact se...
Brendan Radich over 2 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Distribution Lists in Courtesy Copies Field

We would like the ability to quickly add all members from a distribution list by showing the distribution lists in the pop-up contact selector. Clicking a distribution list should add all the lists contacts.
Brendan Radich over 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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