August 2022 Forum: New Features and How To's
Modified on: Tue, Feb 6 2024 7:46 AMThe August 2022 Webinar Forum covers the following topics:
New Features/Processes
- New and enhanced Project Grid (0:30)
- Rebranding Activities/Call Logs to now be Events (10:00)
- Mobile app now includes Project lists and details (12:10)
- Automatic Revenue Distributions and Revenue Projections in Opportunity Records (14:50)
- Mission Critical Secondary Market designations (17:00)
How To's and Best Practices
- Clients versus Owners in Unanet and CMiC Client versus Unanet Client (20:00)
- Owner's Rep Contacts & Affiliates (26:15)
- Project Address process in Unanet and Boomi/CMiC (28:35)
- Sub-Opportunities Process ā The why we do it (30:55)
- Opportunity Process for jobs that are re-opened (35:15)
- Staff Team hours on Project records (37:55)
- Project Description Types (40:00)
- Publisher Module and ease of getting project sheets/project lists (42:30)
- Q&A (48:45)