Thanks to feedback and requests from our clients, we’ve implemented the following updates to our software. The updates will be live for all users starting tomorrow, the morning of Friday, July 12.
BID PROJECTS: When adding a new Manager or Shared Manager the “Download” notification box is unchecked by default.
BID PROJECTS: The following security rules have been added for additional security levels within projects:
- BID PROJECT – VIEW ONLY – ALL OFFICES: Allows user to only view project information without editing abilities, in this case all projects from all offices.
- BID PROJECT – VIEW ONLY – MY OFFICES : Allows user to only view project information without editing abilities, in this case all projects from that user’s office.
- BID PROJECT – VIEW ONLY – OWN PROJECTS : Allows user to only view project information without editing abilities, in this case all projects where that user is listed as manager or shared manager.
- BID PROJECT – ITB MANAGER: Sets user as ITB manager, allowing user to manage invitation status and send communications to subs.
- BID PROJECT – PROPOSALS – VIEW: Allows user to view sub proposals.
- BID PROJECT – PROPOSALS – MGMT: Allows user to manage and view sub proposals.
COMPATIBILITY: The system is now compatible for all users with Internet Explorer 10.
COMPANIES: When adding a new company, your information is saved even if you choose to “View Company” from the Possible Duplicate pop-up list.
COMPANIES: When opening the v-card for a subcontractor contact, the fax number is now included.
COMPANIES: Each user, with the appropriate security access, can manage their own company groups and share those groups with other users or offices. This feature is available under the Settings menu under Company Groups.
COMPANIES: On the Show/Search/Export screen, the Bulk Update feature has been improved to allow users to both Add and Remove items in the same action.
COMPANIES: Users can now send invitations to bid to additional contractors directly from the Company Location Info screen, using the “Send Communication” tool.
COMPANIES: Users can now export a PDF of all subcontractor information included on the “Company Location Info” tab.
COMMUNICATIONS: Communications will now include a link to clients’ customized SBN login screen, not just the main SBN login screen. Communications will include a shortened URL for each client that will display four letters after the SmartBidNet URL, for example: https://secure.smartbidnet.com/ABCD
COMMUNICATIONS: An alert popup will now be displayed letting users know of the deliverability of their communication due to coloring. It will say” You have used coloring of text in your message which is highly likely to cause your message to be blocked by SPAM filters. Are you sure you want to send this?”
COMMUNICATIONS: Date merge tags will all be in the “Month Day, Year” format, i.e. August 9, 2013.
CUSTOM FIELDS : Users can now create a “Link” custom field type and the system will convert the text directly into a clickable link, with the ability to edit that link.
DASHBOARD: Users can now select which projects are displayed on their dashboard by selecting the desired project status under Update My Info > Settings > Dashboard Widgets – My Projects.
PLAN ROOM: When files fail to upload, the corresponding folder will be marked red as an indication to users.
PLAN ROOM: In the project plan room, there is now a hidden folder called “Proposals” with a summary of all proposals submitted for a given project.
PLAN ROOM: Users can now Bulk Update files information in the Plan Room, like Publish date or Notes/Description.
PROPOSALS: Users can now turn off the ability for subcontractors to submit proposals on the Project Info tab under Project Settings.
PREQUAL: Users can now designate custom fields as “required” when building prequal forms.
PREQUAL: The systems’s multi-lingual capabilities have been expanded to PDF export.
PREQUAL: When subcontractors submit their prequal form, an automatic confirmation message will now confirm the response was submitted.
PREQUAL: Users can now “Bulk Update” and “Mark As” within Prequal tabs as in Bid Project tabs.
REPORTS: An SBN Update Key Column has been added to the following reports: Companies with Incomplete Profiles; Companies with Address Problems; Opted out Contacts; Companies with Shipping Information; Companies Updated Info.
REPORTS: On the Project Faxes report, in the detail view, the Contact and Contact Phone Number has been added.
REPORTS: Users can now export the Duplicate Company report.
SYSTEM: The system will now remember the last column and order sort configuration a user applied to a particular list in the system. This will be the default column sort and order when the list is opened again.