-
Getting Started
-
FAQs
-
Workflows
-
Manage Account
-
Manage Company Users
-
Contacts
-
Lead Tracking
-
Opportunities
-
Projects
-
Estimating
-
Change Orders
-
Client Selections
-
Purchasing
-
Invoicing
-
Items Database & Costbooks
-
Accounting Integrations
-
Scheduling
-
Calendars
-
To Do Lists
-
Punch Lists
-
Checklists
-
Daily Logs
-
GamePlan™
-
Time Tracking
-
Communication
-
RFIs
-
Submittals
-
Transmittals
-
Redline™ Takeoff
-
Redline™ Planroom
-
Files & Photos
-
Company Reporting
-
CO™ Drive
-
Using the ClientLink™ Portal
-
Using the TeamLink™ Portal
-
SuiteLink
-
CO™ Mobile App
-
ConstructionOnline API
What are the differences between the "To", "Assigned To", and "CC" fields within an RFI?
The "To" field within an RFI is designed for the Contact(s) primarily responsible for viewing, responding to, and/or resolving the RFI. This is a required field for ConstructionOnline RFIs along with the "Questions/Clarifications Needed" field.
The "Assigned To" field is designed for any secondary Contact(s) who you wish to give access to the RFI and, likewise, will receive notifications regarding the RFI, but is not assigned any action within the RFI process. Contacts assigned to both the "To" and "Assigned To" fields will have the same permissions and access to the RFI, and will receive the same notifications regarding the RFI; the designation of each field is more designed for organization of primary/responsible Contacts versus secondary Contacts.
"CC-ing" a user on an RFI does not assign the user any action within the RFI process and does not grant them permission or access to the RFI; it simply sends the user a copy of the RFI details via email notification, alerts them of any new responses, and notifies them when the RFI is marked as Resolved/Unresolved.