Smart Bid Net Newshttp://www.jbknowledge.com/News.aspxSmart Bid Net News from JBKnowledgeen-ushttp://blogs.law.harvard.edu/tech/rssinfo@smartbidnet.com (Info)info@smartbidnet.com (Info)Thu, 27 Nov 2008 00:00:00 CDTSMARTBIDNET <![CDATA[v 10.6]]>http://www.jbknowledge.com/News.aspx#app55
  • Completely Reworked the way companies are searched for and accessed under the "Companies" menu.
  • Added the ability to manage multiple locations for a sub contractor.
  • Consolidated all Administrative features into the Admin menu.
  • Added the ability to manage offices inside the general contractor and which users are tied to those offices.
  • Moved employee admin to "User Accounts" under "Admin".
  • Modified the central search to show a combined view of companies and people.
  • Modified the Qualified, Invited and Awarded tabs under Bid Projects to combine multiple contacts for a company under one row.
  • ]]>
    Sunday, 1 November 2009 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app55
    SMARTBIDNET <![CDATA[v 10.5]]>http://www.jbknowledge.com/News.aspx#app54
  • Changed Send Communication "Selected Options": Inside a Bid Project, under All Qualified, All Invited and All Awarded. When you click "Send Communication" you can now select the "Selected Subs" plus any other status and the system sends the communication to the combination of both
  • Changed the follow-up widget on the dashboard: Added the column to display the bid project name
  • Added ability to resend to a different email from the communication screen
  • Released the full version of the dynamic Prequal form builder for those clients who have the Prequal module
  • Can now mark a person as Prequal recipient. When you send a prequal communication, it will only be sent to those people
  • Print button on Prequal responses: Now able to generate a PDF version of the prequal responses, full response, summary or an individual section
  • Added Scope Value for each Bid Item: Add Scope value for each package or trade selected in a bid project, display this information under All Qualified, All Invited and All Awarded. We also made a few design changes on tab 2 (Packages and Trades)
  • Expanded ability for creating a new project from a template. Now the available options to copy are Company Groups, Packages/trades, Folders/Sets structure, Email communication and invited subs (these will be added as Pending Invitation in the new project)
  • Added new statuses to bid projects for moving through the negotiation and project awarding process
  • Added tabs to the bid project list and included a search feature by project title or project number
  • Remove Me from the invitees list: Add a footer to "unsubscribe" from a bid project or a system
  • Public Project Skin: We now have the public projects page load the default system skin
  • File Collaboration: Added the ability for Engineers, Architects, Job Supervisors and more to collaborate on bid projects by either having read-only or read-write access to the bid projects. Contact your support rep to have these security groups added to your system
  • ]]>
    Wednesday, 5 August 2009 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app54
    SMARTBIDNET <![CDATA[v 10.4]]>http://www.jbknowledge.com/News.aspx#app53
  • Added office phone and cell phone to proposal's notification email
  • Added rating filter and improved geographic search to any of the geographies entered as a filter
  • Now exporting all notes when exporting invitees tab
  • Added a progress bar to Sub Contractor proposal submission
  • The counter for the Accepted column under My Bid Projects on the dashboard now includes all proposed as well
  • Sending communication can now be scheduled to be sent at a certain date, time and time zone
  • Added a new report to the Reports section that shows the which sub contractors updated their contact information in a given date range
  • ]]>
    Wednesday, 1 July 2009 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app53
    SMARTBIDNET <![CDATA[v 10]]>http://www.jbknowledge.com/News.aspx#app52
  • Added ability to mark certifications as 'GC Only'
  • Added a flag on reprographers to designate them as 'Upload Only' so that they will not show up on the printer list
  • Improved stylesheet skins
  • Added a counter to the files tab under Companies to show how many files that company has uploaded
  • Added the ability to filter by custom fields
  • Added a new report called "accepted and proposed"
  • Added the ability to copy shared managers on an outbound invitation or project communication
  • Now the system can be restricted to not send communication to fax recipients if the number of pages exceeds a limit that the client can set, to prevent large faxes from accidentally sending
  • ]]>
    Sunday, 3 May 2009 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app52
    SMARTBIDNET <![CDATA[v 9.10]]>http://www.jbknowledge.com/News.aspx#app51
  • Now have the ability to restrict clearing ratings to certain user roles
  • Added ability to set a custom field to apply to 'All' company groups
  • Added last updated time and date to the company info screen
  • Added ability to export selected trades from the Industry Skills screen on a project
  • Now have a 'Failed to Bid' report and a 'Proposed Late' report on bid projects
  • Added the orange 'Click to login' bar to all invite resends
  • Set default sending method for all communication to 'Email then Fax' which the user can change at will
  • ]]>
    Monday, 20 April 2009 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app51
    SMARTBIDNET <![CDATA[v 9.9]]>http://www.jbknowledge.com/News.aspx#app50
  • Added the ability to revoke an invitation by trade for a sub contractor
  • Added phone and fax number auto-formatting to all phone and fax numbers
  • Added new statuses to a bid project: Revoked, Proposed Late, Accepted - Failed to Bid, Pending Invitation (which is a status that does not invite the sub, but marks them as potentially being invited)
  • Changed status of Rejected to status of Declined
  • Added new feature to assign management roles for each estimator on a job by division or bid package
  • New ability to mark which bid managers will receive email notifications on notes and proposals
  • Can now customize options for print ordering so that companies who perform their own print ordering can choose what options are available to their subs
  • Enhanced duplicate search to automatically run every time you add a new company by name, phone, fax and website
  • Customized login screens can now be created for systems with their logo and a matching color-coded background. Clients can link to the login screen by requested a custom button and link from SBN staff
  • Corrected Miscellaneous Errors
  • ]]>
    Thursday, 19 March 2009 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app50
    SMARTBIDNET <![CDATA[v 9.8.1]]>http://www.jbknowledge.com/News.aspx#app49
  • Added ability to select subs from the Invitees Tab on a Bid Project and assign them to a new or existing Company Group
  • Modified the Send Options button on Send Mail and changed it to Send Communication. Now we preview the communication to be sent alongside the options for the sending method and the group selected (Selected, Invitees, Rejected, etc). The screen is now very similar to the new Edit Mail screen Released in 9.8
  • Changed zip code radius so the user can type in the mileage (1 to 200 miles) instead of picking from a drop down
  • Created a new report called Companies Without Faxes that is under Reports -> Incomplete Profiles
  • ]]>
    Monday, 16 February 2009 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app49
    SMARTBIDNET <![CDATA[v 9.8]]>http://www.jbknowledge.com/News.aspx#app48
  • Completely revised the Edit Mail screen to allow the sending of addenda/followup communication directly from Edit Mail
  • Added certifications to the company search screen
  • Improved Trade Code Selection: system now highlights trades that contain subs and those that do not, and lists how many subs per trade exist
  • Improved notes: Added notes count on invitees screen, set default date to current year, notes button now disabled until populated
  • Added ability to create a V-Card from a contacts information through the company management screen
  • Plans and Specs folders will automatically be created for all new bid projects
  • Now have the ability to restrict certain users from adding bid projects
  • Corrected miscellaneous issues
  • ]]>
    Tuesday, 3 February 2009 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app48
    SMARTBIDNET <![CDATA[v 9.7.1]]>http://www.jbknowledge.com/News.aspx#app47
  • Added feature to export the trade list from Companies->Admin->Trades
  • Implemented plan room integration with On Screen Takeoff, Planswift and ProEst through the Files Tab for GCs and Subs
  • Improved notes on the Invitees tab to add a clear button and to show who added the note when looking at note detail
  • Included phone number and city in the quick add auto drop down
  • Added the ability to select all companies in a given trade under the Invitees tab
  • Added a 'Not Invited' tab to the All Qualified section of Invitees
  • Corrected Miscellaneous Errors
  • ]]>
    Wednesday, 31 December 2008 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app47
    SMARTBIDNET <![CDATA[v 9.7]]>http://www.jbknowledge.com/News.aspx#app3
  • Added Maroon and Gray Skin, Black and White Skin
  • Moved check boxes to the left of trade codes on Division/Trade Selection in SBN
  • Added clarification text on print order confirmation
  • Improved the interface that subs use to submit proposals
  • Corrected Miscellaneous Bugs
  • ]]>
    Saturday, 20 December 2008 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app3
    SMARTBIDNET <![CDATA[v 9.6]]>http://www.jbknowledge.com/News.aspx#app4
  • Changed Invitees Tab so it shows trades that have no sub contractors matching. Each empty trade has a button that allows you to remove it from the bid project
  • Removed drop down menu from the Calendar button
  • Corrected Miscellaneous Bugs and Upgraded Code Framework
  • ]]>
    Thursday, 27 November 2008 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app4
    SMARTBIDNET <![CDATA[v 9.5]]>http://www.jbknowledge.com/News.aspx#app5
  • Users can now change the status of a bidder by clicking on the status and changing it in-line in the list
  • Users can now clear the rating on each sub
  • Cell phone number is now displayed on the Invitees tab if it exists
  • Added a new report called Activity inside the reports tab for each bid project
  • Changed Repro Upload so the system now sends an email notification to the Repro to proceed with the upload
  • Corrected the previous email list on edit mail so that it only adds items to the previous email list if the email changes
  • Corrected print order confirmations so the text is clear that prints were ordered by the General Contractor
  • Corrected miscellaneous bugs
  • ]]>
    Thursday, 6 November 2008 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app5
    SMARTBIDNET <![CDATA[v 9.4]]>http://www.jbknowledge.com/News.aspx#app6
  • Added ability to restrict access on folders and sets to Divisions and Bid Packages
  • Added a new search tab to bid projects that allows the user to search through companies that are on the list
  • Changed the Invitees tab so that trades are collapsed by default on all trades. This speeds up all tabs. Click expand all to expand all trades when desired
  • Added a date range to completed repro orders report
  • Added 5 new colored skins to SmartBidNet
  • Added additional links to Sets and Folders in the Sub Interface
  • Renamed Industry/Skill to Division/Trade
  • Renamed Company Types to Company Groups
  • Added a new report for subs and their courier/shipping information
  • Improved Bid Package management to allow for package deletion
  • Added an Order Prints button to the Invitees tab
  • Added ability to send a test fax from the Edit Mail tab
  • Added a new report under the Bid Project that shows who holds plans (either downloaded or ordered prints)
  • Added a printer friendly report in the Files tab
  • Corrected Miscellaneous Bugs
  • ]]>
    Wednesday, 22 October 2008 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app6
    SMARTBIDNET <![CDATA[v 9.3]]>http://www.jbknowledge.com/News.aspx#app7
  • Instead of separate features for managing minority status and union status, we rolled it into certifications for each sub. We will soon be tracking LEED certifications, memberships and more
  • Removed the Send Mail and Statistics Tabs, which were replaced by the Invitees tab
  • Added the date and time to sub proposals on the proposal view screen
  • Added the ability to copy a Public Registry sub to your private database
  • Added a spam reminder message on email tab, set the default sender to the bid manager
  • Our system will now ask you what trades you want to create when importing companies that have trades which do not exist in your database
  • You can now isolate changes to the bid packages on each job without changing the default bid package template
  • Added the login info to the fax page count to more accurately reflect the actual page count upon faxing
  • The default bid project timezone is now the user's default timezone as set in their user profile
  • Miscellaneous Bug Fixes
  • ]]>
    Sunday, 21 September 2008 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app7
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 9.2.2]]>http://www.jbknowledge.com/News.aspx#app8
  • Added button on the File tab called "Repro Upload". It gives you the option to designate a Repro company to upload plans for you. When you select the Repro, our system sends them an email with a link to login and upload the plans.
  • ]]>
    Sunday, 7 September 2008 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app8
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 9.2.1]]>http://www.jbknowledge.com/News.aspx#app9
  • Added a new tab to the main navigation called Reports. It has three data cleaning reports that will help the user clean up incorrect or incomplete data in their database, as well as address bad numbers.
  • Added a counter to the selected tab on Invitees to show the user how many companies they have selected.
  • ]]>
    Thursday, 28 August 2008 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app9
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 9.2]]>http://www.jbknowledge.com/News.aspx#app10File Tab Changes:

    • Changed the Add Menu to make it a drop down. This is where you now Add Folders, Add Files and Add Sets
    • Now have the ability to create sets, which are collections of drawings from folders. When you use the move button and select To Set, it creates a reference to that file in the set so that one file can show up in multiple sets, like Electrical, Mechanical, etc. When the file is updated in the folder, it is updated in all sets that reference that file.
    • Created a Security Button that allows the GC to select whether subs can see just sets, just folders or folders and sets.
    • Changed the way folders open. They now expand and collapse like sections on Invitees and Send Mail.

    New Invitees Tab:

    • Combines features of Send Mail and Statistics
    • Allows to view filter view of Accepted, Rejected, Proposed subs in a tabbed view
    • GCs can now type notes on the list in the Invitees tab and it will record the note in the note section
    • GC users can now view proposals, communication, activity and notes straight from the list of invitees

    Other Changes

    • You now have the ability to completely delete a sub and their bidding history from the database using the delete button on the company screen.
    • Added new merge fields to Mail Templates: SubContractorAddress, SubContractorPhone and SubContractorFax.
    • Added reporting fields for bid projects: Project Type, Bid Amount and Square Footage
    • Removed Preferences menu from the Employee menu and moved it to the right of Update My Info. Removed Employee menu.
    • Changed My Info button to Update My Info
    • Now allow the GC to order prints of hidden files.
    • Corrected problem with scrolling on the Previously Saved Email button
    • Removed Bid Project Contact. The Bid Project Manager is now the contact - the two fields were redundant.
    • Moved the Communication Tab to the Communication report under the Reports Tab.
    ]]>
    Friday, 15 August 2008 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app10
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 9.1]]>http://www.jbknowledge.com/News.aspx#app11
  • Added a new tab on bid projects called Reports that has a graphic report for trades, a print orders report, and a fax cost report.
  • Migrated all fax sending to secure XML web service. Added a new faxing report under the new reports tab in each bid project to see the faxing cost by project.
  • Implemented a Home Time Zone that is set under My Info that will translate all dates and times to local time
  • Added additional file information to subs plan view (page size, page count, page layout size).
  • Corrected bug with quotes and apostrophes in bid templates.
  • The fax and email count on the send mail confirmation box has been corrected.
  • Added Pacific Daylight Time to the time zone list.
  • Corrected sort order on bid templates.
  • ]]>
    Wednesday, 2 July 2008 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app11
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 9.0.3]]>http://www.jbknowledge.com/News.aspx#app12
  • Added all of the proposal information and the proposal files to the notification email that goes to the bid managers.
  • Improved file upload process by tracking which files do not successfully upload and automatically asking the user if they want to upload those files. Any files still not successfully uploaded will be highlighted in RED on the Files tab.
  • Improved the email that goes to the Repro companies so it includes the bid project title, due date, owner and architect and all contact info. This is so repro companies can print out the order confirmation and attach it to the sent plans.
  • Changed Excel export format to a pure Excel file for easier formatting and file manipulation.
  • Corrected error in Quick Add button.
  • ]]>
    Monday, 26 May 2008 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app12
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 9.0.2]]>http://www.jbknowledge.com/News.aspx#app13
  • Added Privacy Policy and Copyright Statement
  • ]]>
    Tuesday, 13 May 2008 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app13
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 9.0.1]]>http://www.jbknowledge.com/News.aspx#app14
  • Added notice on Sub side when the bid is past the due date and time
  • Fixed duplicate names on drop down in Edit Mail Screen
  • Added email field on Sub Update Info screen
  • ]]>
    Sunday, 4 May 2008 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app14
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 9.0]]>http://www.jbknowledge.com/News.aspx#app15
  • Added a feature called "Quick Add" to the Send Mail tab. This feature allows you to invite an individual company to a bid project that did not qualify by contact group/region/trade.
  • The General Contractor can now upload a proposal received by the sub on the proposal tab.
  • Completely overhauled the communication template editor. In the edit template function, there is a full function editor. In the edit mail tab, there is now a streamlined editor used for quick edits to a template before the communication goes out.
  • The Shared Managers list on the Info tab has been modified to only show those managers who have been given access to the job. The "Add/Edit" feature will allow the user to add more shared managers.
  • Added new feature to file downloading that causes the zip and download feature to stream in the background and notify you when it is ready. This allows the user to perform other tasks while waiting on the system to zip and download.
  • Added the option for "Invited (not rejected)" to the Select menu on the Send Mail tab to make it easier to select all subs who have been invited but not rejected.
  • We now allow for print orders from any plan rooms that are made public.
  • New feature to mark a sub as invited without having to send them an invitation. When the sub logs in, they will see that job available to them to bid on.
  • Corrected the Send Test and Printer Friendly features on the edit mail tab so that all fields are merged.
  • Fixed time formatting under the communication tab.
  • Person search export function corrected.
  • ]]>
    Wednesday, 30 April 2008 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app15
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 8.9]]>http://www.jbknowledge.com/News.aspx#app16
  • Completed the final 2 phases of bid package implementation. You can now send out invitations by bid packages as well as trades.
  • Completed print plan ordering through the public plan interface.
  • Redesigned the interface for subs to update their information. At the GCs choice, a sub can view and/or update custom fields. Also at the GCs choice, a sub can update their trade codes, union status and minority status online. This can be done to assist the GC in a pre-qualification process.
  • Improved the trade selection for a company, making it much easier to select trades for subs.
  • ]]>
    Thursday, 3 April 2008 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app16
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 8.8.1]]>http://www.jbknowledge.com/News.aspx#app17
  • Added Bid Package Management to Companies->Admin in preparation for handling of bid packages.
  • Added ability to post private plan rooms as public and to get a unique URL to send to lead services.
  • Corrected OST download link in plan room.
  • ]]>
    Wednesday, 19 March 2008 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app17
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 8.8]]>http://www.jbknowledge.com/News.aspx#app18
  • Added Star Rating system for companies that shows up every place a company is listed.
  • Changed small icons to action words on file and communication tabs.
  • Change the print confirmation email so subs can see when a GC orders prints for them.
  • Added the bid manager to the CC list for the print confirmation when subs order prints.
  • Added union tracking to sub contractors in the database.
  • Added minority tracking to sub contractors in the database.
  • Changed filters on bid projects to allow selection by union status and minority status.
  • Added Union and Minority status to statistics and send mail screens
  • Added Union and Minority status to data import and export for contacts
  • ]]>
    Monday, 10 March 2008 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app18
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 8.7.1]]>http://www.jbknowledge.com/News.aspx#app19
  • Added every field from the info tab to availability on invitation templates.
  • Changed printing options so it does not ask for payment options if the GC pays for prints.
  • Added Note to Repro field on print ordering.
  • Added shipping account number and method on sub contractor records. That information is relayed to the repro for shipping prints.
  • Added a prompt to "Save Changes before Exiting" a tab to help prevent losing data when switching tabs without saving.
  • Removed description field from file upload.
  • ]]>
    Friday, 15 February 2008 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app19
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 8.7]]>http://www.jbknowledge.com/News.aspx#app20
  • Have the option to not send attachments to fax recipients. This is on the Edit Mail tab
  • Have the option to not send login information to recipients. This is on the Edit Mail tab
  • People can now inherit contact information from the company they're tied to
  • Allow more file types to be sent to reprographics companies
  • Now have version management on files, which allows the user to upload a new version of the file and maintain old versions
  • Kept filename, but removed description on files. Added a date and time stamp on all files of when they were uploaded/posted
  • Changed the word "Hidden" on the File screen to "Select All"
  • Removed the dashboard tab from the sub screen
  • Added the list of files ordered to the print order confirmation email
  • The options that a user selects on sending orders to print will be the default options for their next selection
  • Added Email opening tracking to all email invitations. You can view the statistics under the communications tab to see who opened the emails.
  • Modified the "Save and Close" button on followups that saves the note, returns to the dashboard, refreshes the dashboard and maintains the sort order of the widgets on the dashboard.
  • Modified the show tasks feature show that it allows the user to designate what type of tasks they would like to show
  • Corrected bug with person assignment to a company
  • Allowed for the entry of a central account number for a reprographics company so that the system no longer asks for the account number every time
  • ]]>
    Wednesday, 6 February 2008 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app20
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 8.6.1]]>http://www.jbknowledge.com/News.aspx#app21
  • Added Bid Activity Widget that shows your bid activity on the dashboard
  • Added new feature to unified search that allows you to type in a company phone number, zip code, or website to search companies
  • Added new feature to unified search that allows you to type in a persons fax number or email to search people
  • Corrected issue with bug reporting system
  • Corrected note display for companies
  • Corrected issue with send email after followup
  • Corrected issue with search icon
  • ]]>
    Tuesday, 8 January 2008 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app21
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 8.6]]>http://www.jbknowledge.com/News.aspx#app22
  • Added email alerts that notify bid managers when notes are added or proposals are submitted by sub contractors
  • Redesigned the interface to have a multi-tab dashboard and to load all popups in a tab. Redesigned navigation bar.
  • Added Public Registry searching to the system under the Info tab of bid projects. It is shown as another company type.
  • Added a new filter on the send mail screen for "Trades with None Accepted". It can be accessed from the "Status" button
  • Added ability to click on the tracking number for printing orders to view the shipping detail
  • Added bid deadlines to the event widget for the dashboard
  • Added large button to the top of invitations for subs to login and accept/reject the invite
  • Added features for sub contractors to send notes to GCs and view all invitations they have received on one screen
  • Added calculation of number of pages and page size upon file upload
  • Added a new feature called "Terminate Employee" that properly removes access and reassigns all items to another employee
  • Work email now required on people with Employee person type
  • System now embeds images in emails instead of referencing them through HTML
  • Now have the ability to designate which repros are available for each system
  • Corrected company refresh on lists so that the list does not reset when saving company data
  • Corrected page count on Edit Mail screen
  • Corrected issue with accent sensitivity on search feature
  • Corrected issue with files with spaces and accents
  • Corrected issue with industry skill selection
  • Corrected issue with changing templates on the edit mail screen
  • Corrected issue with the my info button on the sub screen
  • Corrected issue on the send mail screen with trade names not showing after filtering
  • Corrected issue with Email Templates under Marketing
  • Corrected issue with changing company types on a company
  • ]]>
    Friday, 28 December 2007 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app22
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 8.5.3]]>http://www.jbknowledge.com/News.aspx#app23
  • The confirmation message for sending messages has the job name in the message header.
  • The from field on edit mail is now a drop down menu.
  • Removed old company import feature. Maintained new company-person-skill import.
  • Added menu item under Companies->Export for exporting company data.
  • Rebuilt the update contact info feature to work better.
  • Corrected error where file attachments would not reset when changing templates on the edit mail tab.
  • ]]>
    Friday, 23 November 2007 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app23
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 8.5.2]]>http://www.jbknowledge.com/News.aspx#app24
  • Added new filter to the info tab, a filter for Phone Area Code
  • Save historical data on selections of companies in the send mail tab
  • Display an alert when you are about to leave the send mail tab without saving
  • Added two status levels for subs on a job, undecided and proposed
  • Increased the size of the editing screen on the edit template feature
  • Standardized the display of all names in the system drop downs to last name, first name
  • Display an alert when subs are about to leave the system without giving an intention of their status
  • Corrected Hide/Show Folder feature in the file management section
  • Corrected error in file management with files containing a “#” sign
  • Corrected sorting on Send Mail screen when filters are applied
  • ]]>
    Thursday, 8 November 2007 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app24
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 8.5.1]]>http://www.jbknowledge.com/News.aspx#app25
  • Re-engineered the Send Mail tab. Speed has been significantly improved. Changed the list so that it loads collapsed by default. Changed menu to drop down menus. Added "Expand All" and "Collapse All" buttons.
  • Added ability to "Accept" or "Reject" the invite to bid for subs on the statistics screen.
  • Added detail view on the statistics screen. You can now click on the "Details" button to view all activity (views, invites, downloads, etc) on a sub.
  • Added notes for subs on the detail view from the statistics screen. You can now add notes on subs from the screen and set followups that can show up on your dashboard if you add the followups widget.
  • Added an "orders by department" report to show departmental revenue.
  • ]]>
    Wednesday, 17 October 2007 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app25
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 8.5]]>http://www.jbknowledge.com/News.aspx#app26
  • SBN now has a standard Excel Import format. You can import companies by going to Companies->Import->Import Companies-Skills-People
  • The subject has now been added to the communication log listing
  • Users can now set the system to remember their username on the login screen.
  • Now showing and exporting the cell phone number on the statistics screen
  • Can now have custom fields for projects
  • ]]>
    Friday, 5 October 2007 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app26
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 8.4.1]]>http://www.jbknowledge.com/News.aspx#app27
  • Improved person assignment on the company info tab
  • Improved the mark as paid feature for expenses
  • Removed popup data save confirmation boxes and imbedded the messages in the page
  • Improved Duplicate Search to make it more accurate
  • ]]>
    Wednesday, 26 September 2007 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app27
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 8.4]]>http://www.jbknowledge.com/News.aspx#app28
  • Attachments that go out with bid invitations are now limited to 9MB. This does not affect the plan room
  • There is now a "Bid History" tab inside each company record that gives the complete bid history on each company
  • Completely re-worked the Info tab on the Company Management screen so that the assigned people and skills can all be managed from the info tab. The Assign People and Industry/Sklls tab under Companies are now gone, as their functions have been rolled up into the Info screen.
  • There is now a progress bar on file uploading that tells you how much has been uploaded
  • Corrected Person Search screen
  • The "Export Contact List" under "Search Companies" has been updated to improve the export format
  • The Bid Widget upon login now shows more information if the dashboard is in a 1 column configuration
  • Now allow for text areas on custom fields for companies.
  • Improved duplicate search for company and people addition
  • System now allows for the deleting of company types and the automated moving of related companies to another type
  • Corrected issue with processing some fax confirmation messages
  • Corrected Checkbox/Filter issues on Send Mail tab
  • Time/Expense reporting has been updated to allow for marking employee expenses as paid
  • ]]>
    Monday, 17 September 2007 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app28
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 8.3.3]]>http://www.jbknowledge.com/News.aspx#app29
  • Changed the contact export under search companies to make it easier to search/view
  • Changed the file upload limit to 40MB per batch
  • Updated company note system to auto-select the person entering the note
  • Updated export to excel on the Send Mail tab. Can now click on the "Send" header to filter by checked/non-checked.
  • Updated the Excel Export on the Send Mail tab to export checked/not checked.
  • GC's can now Hide/Unhide files so that subs cannot view old versions of documents but they stay in the plan room.
  • ]]>
    Monday, 27 August 2007 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app29
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 8.3.2]]>http://www.jbknowledge.com/News.aspx#app30
  • Added size and binding options for print ordering
  • Now allow for GCs to order prints for subs through their interface
  • Added ability to print an email invitation from the edit mail screen
  • Added message for subs trying to do an email password reset from the login page
  • The bid widget on the dashboard now shows all of the same information that the 'Show All Bids' section shows
  • Added the words 'Add Filter' to the info tab
  • New feature to have a 'Print Friendly' view of any list of bid jobs
  • Filtered out 'Closed Bids' on any bid listing. Click on 'Closed Bids' to view
  • Can now sort by bid due date on bid project listing
  • ]]>
    Tuesday, 21 August 2007 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app30
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 8.3.1]]>http://www.jbknowledge.com/News.aspx#app31
  • You can collapse or expand a trade code on the send mail tab by clicking on the row of the trade code
  • The status of a subcontractor and the checkbox used to send them an invitation have both been moved to the left side of the screen on the send mail tab to make viewing/clicking easier
  • You can now filter a company type by city, state or zip code distance range by clicking on the plus button to the right of the company type on the info tab
  • Corrected an error on the edit mail tab that occurred when two people were viewing/editing the same bid email at the same time
  • Changed the send mail tab so that invited companies always show up even when their company types have not been selected on the info tab
  • ]]>
    Monday, 13 August 2007 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app31
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 8.3]]>http://www.jbknowledge.com/News.aspx#app32
  • Changed "Download OST" to "Download Free Takeoff Software"
  • Added the saving of every copy of communication you send out from the Edit Mail screen
  • Added the ability to click on an individual file from the GC File menu
  • Added AM/PM to last viewed time
  • Added the viewing of bid due dates on managers calendars if the company has the calendar module
  • Modified the layout of the Info tab of the Bid Project to allow for the addition of filters in the next release of SmartBidNet
  • Now allow for bid managers that can only view their bid projects and nobody else's. This rule will be applied to all base level estimators.
  • ]]>
    Wednesday, 1 August 2007 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app32
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 8.2.2]]>http://www.jbknowledge.com/News.aspx#app33
  • Fixed file download links that had a combination of special characters
  • Changed the Save Work button on the Send Mail screen so it saves work for any user to view, not just the user who saved it
  • Added the feature that allows the General Contractor to audit every file that a sub contractor has viewed, downloaded or printed
  • ]]>
    Monday, 16 July 2007 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app33
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 8.2.1]]>http://www.jbknowledge.com/News.aspx#app34
  • Added zip code to the info tab on Bid Projects
  • Added "Send Email then Fax" to the Send Mail Tab - it sends to emails and faxes if there is no email on file
  • Added new column filtering options on the Send Mail tab and the Statistics tab
  • Added a reset password link to all invitations
  • Set the system to resend the password each time to sub-contractors
  • Added the bid project name to all reprographic orders
  • ]]>
    Friday, 6 July 2007 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app34
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 8.2]]>http://www.jbknowledge.com/News.aspx#app35
  • Zip Code Improvements - now all zip codes are checked against a master zip code table and city/county/state are auto populated
  • Changed the username and password schema for fax users who receive bid invitations
  • Added a re-send button in the Bid Communication Log
  • Corrected reported errors in the service request system and repetitive invoice system
  • Changed the format of the buttons on the Bid Send Mail screen. Added the ability to select all accepted vendors
  • Improved the security system for SEN to allow for more detailed control of what different user groups have access to
  • Improved the export to excel function on the statistics tab
  • The search company feature now allows the user to export the company list, contacts and trade codes to an excel sheet
  • Changed the security schema so that each user only has one security group tied to them
  • ]]>
    Sunday, 1 July 2007 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app35
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 8.1]]>http://www.jbknowledge.com/News.aspx#app36
  • Fixed scrolling error on Intranet pages
  • Improved Repetitive Invoice System
  • Adding Time Zones for bid due date/time
  • Improved Sorting on Statistics Tab
  • Improved Statistical Reporting on Bids and added features on Stats tab
  • ]]>
    Monday, 11 June 2007 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app36
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 8.0.2]]>http://www.jbknowledge.com/News.aspx#app37
  • Be able to print out the invitation that someone received through the statistics tab
  • Keep a copy of each communication that goes out with the communication record in the stats tab
  • When managing an individual bid, put the project name in the header of the bid project
  • Added ability to manually accept/reject bid invitations for subs
  • New cancel feature on the Trade Code selection screen
  • Bid Project name automatically copied to subject line
  • Manual override now available when sending bid invitations
  • Excel export now available for communication and statistics
  • Now allow for file management in online plan room to move files between folders
  • Added Phone, Mobile, Fax fields to the quick add person inside the company tab
  • ]]>
    Wednesday, 30 May 2007 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app37
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 8.0.1]]>http://www.jbknowledge.com/News.aspx#app38
  • Added ability to have one login to multiple SEN systems
  • Fax transmission status parsing
  • Corrected error on adding a note and followup
  • Corrected error on quick person add with the Receive Bid status
  • ]]>
    Friday, 27 April 2007 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app38
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 8.0]]>http://www.jbknowledge.com/News.aspx#app39
  • Upgraded the entire interface to AJAX
  • Added the ability to upload multiple files at once through a flash component
  • Implemented the ability to have invoice templates
  • Add Companies and Add People are in the same pop-up as edit
  • Changes to time sheet and expense reporting
  • Added ability to send a fax and email at the same time to bid recipients
  • ]]>
    Sunday, 15 April 2007 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app39
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 7.9.1]]>http://www.jbknowledge.com/News.aspx#app40
  • Corrected various SmartBidNet interface errors
  • Corrections to billing and time interface
  • ]]>
    Friday, 16 February 2007 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app40
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 7.8]]>http://www.jbknowledge.com/News.aspx#app41
  • Expanded the capability of the person search feature
  • Upgraded the Access Log feature
  • Added Custom Fields capability for companies and people
  • Added the ability to have hours and other units for orders
  • Edit and delete time sheet
  • Allow to record future time
  • ]]>
    Thursday, 8 February 2007 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app41
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 7.7]]>http://www.jbknowledge.com/News.aspx#app42
  • Added search and export capabilities to Smart Bid Net
  • ]]>
    Thursday, 18 January 2007 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app42
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 7.6]]>http://www.jbknowledge.com/News.aspx#app43
  • Added a feature on followups that would eliminate 2 clicks from the process
  • Modified the Project and Order system to speed up data entry
  • Added the ability for Service Requests to send emails
  • ]]>
    Thursday, 7 December 2006 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app43
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 7.5]]>http://www.jbknowledge.com/News.aspx#app44
  • Allowed for sequencing and batching of service requests
  • Allow for the creation of tasks on orders that have not been approved
  • Expanded feature for showing companies by industry/skill
  • Changed time format for Smart Bid Net projects
  • Added “Select All” button for Smart Bid Net skill selection
  • Removed title from all file uploads
  • On Edit Mail tab, changed “From” field to “From email”
  • Added ability to Select All under “Send Email” tab in SBN
  • Added ability to Select All Sent under “Send Email” tab in SBN
  • Removed a field from the proposal tab
  • Changed “Save” to “Submit Proposal” under the sub-contractor interface
  • Direct link login for sub-contractors that receive emails
  • ]]>
    Thursday, 16 November 2006 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app44
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 6.9]]>http://www.jbknowledge.com/News.aspx#app45
  • Allowing for administration of the number of hours in a work day
  • Changed Task Completion Date to Due Date
  • Removed assigment dates from project orders
  • Added option to list companies by Industries/Skills
  • Displaying company counts in the Industries - Skills section
  • When assigning people to a company the system imports work information from company record (work address, work phone and fax) "Pay rate" and "total" have been removed from the employee timesheet
  • Non-working days are now tied to a department
  • Expanded the time entry box on timesheets so it allows the user to type a paragraph
  • Can now filter project work by a date range
  • Can now review expenses in project work as well and edit them and designate certain expenses as "do not bill"
  • Users are now clocked out of their tasks when they clock out of the system through the AMS clock
  • Retainer order numbers for hosting and licensing roll through to the orders and monthly report
  • Column “actual hours” has been relabeled to “Hours worked during date range”
  • Custom fields can now have numerical, date, listing or text types
  • The total hours on the project are now displayed on the project info page
  • The profit and loss report has been modified to display the monthly and yearly numbers
  • Upgraded system to AJAX to increase speed and user interaction
  • Improved automatic email invitation by adding the url and System name
  • Now Allow to add email templates for bid projects
  • When a company is selected to receive a bid with one UCI/CSI code, they are added to all codes
  • The user can select company types when adding a bid project
  • Bid Projects: Removed Description. Added Location, Architect, Contact, Phone, Fax, Owner, Open and Due dates, added Due Date Time (CST by default)
  • Smartbidnet dashboard item now exists that shows "My Bid Projects"?
  • Add Save & Next button to all Bid Item tabs
  • The tabs now save the form data every time you switch to a different tab
  • ]]>
    Monday, 5 June 2006 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app45
    SMARTENTERPRISENET | SMARTBIDNET <![CDATA[v 6.8]]>http://www.jbknowledge.com/News.aspx#app46
  • Added new report for Project Profitability
  • Added new report for Retainer Work
  • Upgraded “Show Active Orders” to AJAX and added sorting
  • Allow repetitive invoices to be tied to retainer orders
  • Improved “Quotes” dashboard component
  • Increased the number of custom company fields to 8
  • Added empty value search criteria to dynamic lists
  • Can now view which recipients of an event accepted
  • Improved Industry/Skill Management
  • Can now choose if people are to receive bid invitations
  • Every Industry/Skill has a code so the system can match CSI
  • Allow for printable phone list
  • Bid invitations can go to more than just one person at a vendor
  • System auto-creates a login for all new vendors
  • Each bid manager only sees their bids
  • ]]>
    Monday, 1 May 2006 00:00:02 GMThttp://www.jbknowledge.com/News.aspx#app46