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Track notes and status updates on a Project AND pending bids to create workflow options.

There needs to be a separate tab to track production notes and status updates on a project and on a pending bid. The binder allows for a line entry, but there is not enough space and with all the additional documents that are uploaded here. We need a place to review and track notes company wide that pertain to a job. The ability to email tasks and status updates via notes would help create a company wide work flow. 

Functionalities could include the following:

1. Enter notes that can be reviewed by other employees for project updates and references

2. Assign project tasks to appropriate contacts assigned to the project

3. Email notify specific contacts of certain notes and tasks assigned

4. Search notes for key words and information

5. Stamp notes with date / time / user entry information

  • Anne English
  • May 23 2017
  • In Review
Job Title / Role Manager
I need it... Yesterday...Come on already
  • Attach files

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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