Add a Send to Multiple option (for Invitations or Notices)
After my original blanket solicitation I may have go back and select a few more individuals to send to. If I want to only send it to those individuals and not the unconfirmed, etc group, I have to select them and push the "Send to Individual" button. Because it jumps me back to the Dashboard I then have to go back and choose a new individual, push the button, and repeat.
Please allow me to select multiple individuals.
Collin
shared this idea
-
blong
commented
Yes, please! I'm thinking the drop-down list could have check boxes beside it which would allow multiple, specific selections at once. I'd like to be able to use a similiar method to remove multiple bidders from the invitation list as well. At this time, we have a "master bid list" that I import to new jobs, but it needs to be pared down and the current method of selecting one at a time to delete and that operation causing the system to revert back to the dashboard and starting all over again each time is tedious and inordinately time consuming.
-
Kassie Montedoro
commented
There are many times I need to send a notice out to certain subs that are random and do not fit into any of the send features we currently have. ie. 2 Drywall subs, 1 Electrician, 3 plumbers, and 1 HVAC sub. At this time I have to select the send to an individual and scroll through the list of invited bidders and select 1 sub at a time. Each time I select a sub it send the notice and then immediately send me back to the home screen for that project. So then I have to go back in and go through the same steps again. It would be great to have the whole list come up and be able to check boxes next to the names of the subs and then send the notice to all at one time.