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Assignments & Courtesy Copies

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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 about 1 year ago in PS Web App & Platform / Assignments & Courtesy Copies 0

It would be nice to have the list off ''assigned to me'' on the Portfolio level.

With that, we are not going to surface throw the entire list off projects to know which new assignments we have.
Guest over 4 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Add functionality to identify Assignments made to other companies/individuals

Assignments is a great function that allows us to NOT have to create separate action item lists. The issue is that we need to be able to report on Assignments made to other companies and individuals. For example, we have meetings with our Owner, o...
brian penner over 4 years ago in PS Web App & Platform / Assignments & Courtesy Copies 1 Future consideration

AEI Issues - Add Column for "Closed Assignments"

There is a column that can be pulled for "Open Assignments" - however if there are at least two subcontractors where one has completed their work, i'd like to show partial completion of that item. Could this column be added?
Nathan Tschetter 9 months ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Add title to assignments on home page

Please add the record title to the assignment cards on the home screen. While I find the assignment panel helpful, without a record title I am not able to easily open the record I want to take action on at that moment. Rather, I need to open the r...
Jeremy Sibert about 1 year ago in PS Web App & Platform / Assignments & Courtesy Copies / Project Home Page 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 over 1 year ago in PS Web App & Platform / Assignments & Courtesy Copies 1

Items assigned to me

Allow users to see items assigned to them that are open and closed. Even if an item is marked done it should be viewable as an item assigned to them.
Henrick Malpica about 1 year ago in PS Web App & Platform / Assignments & Courtesy Copies / Navigation / UI 0

Ability to add more than one responsible company

Client request: Can we have more than 1 responsible company?
Guest over 5 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0 Future consideration

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 over 2 years 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 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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