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Assignments & Courtesy Copies

Showing 40

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

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

Provide option to modify own assignments only

Currently security settings only allow to enable/disable a user to modify assignments for any given record. * If we disable the ability to modify assignments then then the user can't mark their own assignments as completed.* If we enable the user ...
Michael Handlmaier over 4 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

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

Add Assigned To Function to Transmittal & Correspondence

When sending a transmittal, it is emailed to the correct party. I slide the acknowledgement requirement button. However, there is no follow up after compared to the RFIs or submittals with the assigned to function with the checkmark. I suggest to ...
Guest over 3 years ago in PS Web App & Platform / Assignments & Courtesy Copies 1

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

Would be good to go to a specific project team member in the project directory and generate a list on the screen of all records associated with that user with the ability to filter the records down to those which are open assignments and generate a report of all open issues or send out as a notification.

No description provided
Guest about 3 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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