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Assignments & Courtesy Copies

Showing 43

Default Assignee - allow multiple roles

Each person can only have 1 role on the project team. We can only assign 1 role to the default assignees. There are records that need to be assigned to more than one role.
Nancy Burriss 7 months 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 almost 3 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

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 over 3 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Add column for assignment due date

It would be helpful to have the ability to add a separate column with an assignment due date since this can be, and often is, different than the record due date. Even more efficient, the assigned due date could be displayed in the "Open Assignment...
Kenani 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 about 4 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

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 over 5 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 almost 2 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 over 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 almost 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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