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Categories Workflow
Created by Ricci Stevens
Created on Dec 16, 2019

Add Default Role to Courtesy Copies

Ability to add a default User/Role to Courtesy Copies in addition to Assignment. Owners Reps often want to be copied on all RFIs, being able to set this in the workflow when assigning the default assignee would be beneficial.

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  • Casey Schick
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    Mar 27, 2024

    Also include default assignee's and/or CC's for work completion and punchlist items too. i.e. The Superintendent needs to be copied on all opened items.