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Assignments & Courtesy Copies

Showing 45

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

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 about 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 about 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 almost 4 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

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 9 months 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 almost 5 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 4 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 almost 2 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

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 almost 5 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0 Planned

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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