UDA Technologies continues to invest in the growth and stability of ConstructionOnline™ with regular updates & new enhancements, including -
OPPORTUNITIES
- Relevant details will now be carried over to new Opportunities created from Leads. Applies to Opportunities created from scratch or from a template
- Step 1 "Details" when creating New Opportunity from scratch are pulled from Lead; when creating New Opportunity from template, Step 1 "Details" are pulled from template:
- Street Address (Lead)
- City (Lead)
- State/Province (Lead)
- Zip/Postal (Lead)
- Country (Lead)
- Step 2 "Opportunity Details" are pulled from Lead whether creating New Opportunity from scratch or from template:
- Related Lead (Originating Lead)
- Sales Rep (Lead)
- Probability (Lead)
- Opportunity Value (Lead)
- Opportunity Quality (Lead)
- Details/Notes (Lead)
- Step 1 "Details" when creating New Opportunity from scratch are pulled from Lead; when creating New Opportunity from template, Step 1 "Details" are pulled from template:
PUNCH LISTS
- Optimized All Punch Lists Report to better accommodate large data sets, including reports that surpass 100 pages or more in totality
SCHEDULING
- Added a Condensed View option to Schedule View Preferences. Condensed View reduces the height of each row in the Schedule, making for a more compact viewing experience.
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1.800.700.8321
1.800.700.8321
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03 669 0832
0800 170 0605