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Custom Fields in the Short Form
Can we get custom fields into short form instead of the custom field tab/required field when creating new record? If there's a field we need to be required, we'd prefer it appear for our users on the short form and not have to open the full form t...
0
Future consideration
18
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9
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Need a Workflow for Ball-In-Court on Assigned Contacts on Records
When assigning more than one responsible person to a record, we need a workflow that would notify the first responsible person then when they check complete by their name, the next responsible person would be notified that the ball is now in their...
2
3
VOTE
Filter the map of punch pins to show pins for the responsible company only
I want to be able to look at my map of punch item pins in the drawings module, and filter the map to show only the pins assigned to a responsible trade partner. This would be more helpful during the active punch list process on an ipad, and even a...
0
3
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12
VOTE
Preloading Records into Specification Set Module or Copy Records via Create From Project Template
Is it Possible to Preload Specification Sets with each new Project Created? We have 32 Preamble Specifications (multipage PDF Files) that are included with each project created. These Preamble Specifications currently have to be individually uploa...
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11
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4
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9
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