Bidding Messaging List - View Settings - Contact Columns
Updated
Suggested Prior Reading
Bidding Messaging List - Turn on or off columns to display
Contact Columns
The following are the available Columns to display for Contact rows, for each View.
The Contact columns that display can be set specific to each view.
There are standard columns that are applicable for all views and all views have mostly the same columns except for the Messages and Responses View which have some different columns.
Bidding Process Specific - the column is specific to the project and bidding process
Calculated - the information is calculated automatically
Generated - the information is automatically generated by the system
Company Details - this information is entered at the Company level and specific to a Company.
Contact Details - this information is entered for each individual Contact in the Company.
Column | Views: Trades by Company Trades by Contact Companies Contacts Responses | Views: Messages | Type of Information & Link to more information |
Info | x | x | Icons and popups to indicate the status about the email message and if project documents were downloaded. Bidding Process Specific See Bid Status - Information and Bid Status - Information - Hints |
Company | x | x | The name of the Company. See Bidding Messaging List – Row Types - Contacts. Company Level Information - See Company Details |
Contact | x | x | The name of the Contact. Contact Level Information - See Contact Details. |
Title | x | x | The Contact Title. Contact Level Information - See Contact Details. |
Address 1 | x | x | The Contact Address. Contact Level Information - See Contact Details. |
Address 2 | x | x | The Second line for the Contact Address. Contact Level Information - See Contact Details. |
City | x | x | The Contacts City. Contact Level Information - See Contact Details. |
State | x | x | The Contacts State. Contact Level Information - See Contact Details. |
Zip | x | x | The Contacts Zip Contact Level Information - See Contact Details. |
Country | x | x | The Contacts Country. Contact Level Information - See Contact Details. |
Phone | x | x | The Contacts Work Phone. Contact Level Information - See Contact Details. |
Cell | x | x | The Contacts Cell Phone. Contact Level Information - See Contact Details. |
x | x | The Contacts Email. Contact Level Information - See Contact Details. | |
Union Status | x | x | The Company's Union Status. Company Level Information - See Company Details |
Labor Sector | x | x | The Company's Labor Sector. Company Level Information - See Company Details |
Certification | x | x | The Company's Certifications. Company Level Information - See Company Details |
Trades | x | x | These are all the Trades for the Contact. See Bidding Messaging List – Row Types - Contacts. Contact Level Information - Trades are entered and maintained for each Contact. See View/Add/Edit Contacts (and Companies) - Trades. |
Distance | x | x | The approximate distance for the Contact from the Project Address. Each zip code has a single latitude and longitude which is roughly the center of that zip code. The system calculates a straight line between the center of the zip codes, so it is an approximation. |
Grade | x | x | The averaged Grade for the Company for all projects and bidding processes that the Company has been added to and have been rated. Bidding Process Specific but averaged at the Company level. This also contains functionality to view and set the Grade for this specific Bidding process. See Bidding Messaging List - Company Grades for more information. |
Contact Type | x | x | The Type of Contact. Contact Level Information - See Contact Details. |
Comments (Company) | x | x | Comments entered at the Company Level. Bidding Process Specific |
Comments (Contact) | x | x | Comments entered at the Contact Level. Bidding Process Specific. |
Bid Amount | x | x | This is calculated automatically by adding up all the Bid Amounts entered on the Contact Trades row for this group. Bidding Process Specific - Contact Level Information. See Bidding - Managing - Bid Response - Status and Bid Amounts for more details. |
Status / Response | x (Called Status) | x (Called Response) | The status that is farthest along in the process for this Contact is displayed. See Bidding Messaging List – Row Types - Contacts. Bidding Process Specific - Company Level Information. See Bidding - Managing - Bid Response - Status and Bid Amounts for more details. |
Activity | x | x | This is an advanced ranking feature that is not used in all organizations. It displays the average ranking of this Contact in regards to Bids and can be viewed to assist in the Bid management process. Bidding Process Specific. See Settings - Projects - Project Message Status for more information. |
Access Key | x | A code that is automatically generated by the system to allow Bidding Participants to go to the JobPlanner website and enter the key to access the system and update their bid information (instead of having to be set up as a user in the system with a Username and Password.) By default, the key is valid as long as the contact is active (in the Contacts List) and the project is active. Generally, to remove an access key for a specific contact, remove the Contact from the Contact list. See Project Contacts (Other) - Remove. Note* Jobplanner can supply additional features to deactivate the access key automatically (for example, 2 days after the bid due date). Contact JobPlanner for more information on that feature. Bidding Process Specific - Automatically Generated - Contact Level Information. There is also a Key icon in this column that can be clicked to copy the access key (and paste it elsewhere). | |
Broadcast Status | x | The status of the emails sent to contacts:
This will role up to the Broadcast Status on the Message row. See Bidding Messaging List – Row Types - Messages. | |
Delivered | x | The Date the email was delivered (if sent successfully). If the email was sent but not delivered successfully it will display as N/A. | |
Opened | x | The Date the email was delivered (if sent successfully) and opened. If the email was sent but not delivered successfully it will display as N/A. | |
Responded | x | The Date the contact clicked on one of the Project Status' such as "Accept" or "Decline" If this has not happened, this will display as N/A. | |
Custom Company Fields | x | x | Any Custom Fields that have been setup for Companies. Company Level Information - See Additional Company Details for more information. |
Custom Contact Fields | x | x | Any Custom Fields that have been setup for Contacts. Contact Level Information - See Additional Contact Details for more information. |
