Bidding Messaging List - View Settings - Contact Columns
Updated
QUESTIONS IN RED - 4
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 this 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. This is approximate as it is based on zip codes not exact addresses. QUESTION TO BART - Can you confirm the zip code thing is true (I think we talked before about this being approximate) |
Grade | x | x | The Grade for the Company. This is also where the Grade for the Company can be changed (even though it displays at the Contact level). Company Level Information that is set only during the 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 | QUESTION TO BART - What is this field? |
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.) QUESTION TO BART - How long is this access key valid for? Forever? or is there somekind of time limit? 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: EMAIL SENT EMAIL FAILED blank (the email has not been sent) 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 succesfully). 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 succesfully) and opened. If the email was sent but not delivered successfully it will display as N/A. | |
Responded | x | The Date the contact responded to the email (i.e. opened the email and accessed JobPlanner). If the contact has not logged into JobPlanner, this will display as N/A. QUESTION TO BART - What action populates this field? Does the user just access JobPlanner or do they have to do something while accessing jobplanner like download drawings or set the response status? | |
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. |
