Launching August 19, this game-changing, highly requested customer enhancement for RFI PDF and CSV exports preserves your customized list views, including column configurations and custom columns. This update ensures that what you see on your screen is exactly what you get in your exports, streamlining reporting and empowering your project teams with accurate, meeting-ready data for efficient decision-making.
With this update, users can now export their RFI list view with all customizations intact, including:
Filters: Maintain the specific filters applied.
Sorting: Export data in the order it's sorted on-screen.
Column Order: Preserve the drag-and-drop column order you have set.
Column Configuration: Ensure that only the columns you have chosen to display are included.
Custom Field Columns: Include any custom fields you have configured.
This enhancement is based on direct user feedback and streamlines RFI summary generation, ensuring exports match customized list views. It saves time for project teams by providing accurate, meeting-ready data, simplifying RFI management for general contractors and tailoring logs for owners – ultimately, empowering teams to share critical RFI information accurately and efficiently.
