Add CSI divisions to the invitation
If you would add the CSI code and division name to the invitations pertaining to the certain contractor it would allow the contractor receiving the invite to see what divisions are on the project that relate to them so they know what to look for. It would also allow the sender to know what division they are in when they reply back via email with their invite attached.
Scott
shared this idea
Each User now has the option to show the CSI Code(s) and Trade(s) that each sub was invited to on their invitations. To activate this feature, go to Admin> My Record> User Preferences> “Show Sub’s Invited Trade(s) on Invites” (change from “Hide” to “Show”). The CSI code(s) and trade description(s) will then show up on both emailed and faxed invitations you send.
Thanks for your continued Feedback and to all who voted for this feature, which helped move it to the top of our priority list. Your continued Feedback & Ideas help make the program better!