What's new in RhinoDox?
New Features
Personal Inboxes
What is it?
Further expanding our ITB offering, users can now connect their own email accounts to RhinoDox and create projects from their email or attach emails to existing projects. This feature, once enabled, offers all of the same functionality as the shared bid inbox.
How to use it.
The account must have the bid inbox enabled via the RhinoDox admin site.
Once the bid inbox has been enabled, any user can navigate to the My Info page by clicking on their name in the navigation bar, then clicking “My Info”. On the My Info page users can connect their email account by clicking “Connect my email” under the Email Settings section. Once connected, allow some time for their email to sync to our system.
With a personal email account connected, users can navigate to the “Bid Inbox” navigation menu. They will now have 2 tabs, “Bid Inbox” and “My Inbox”. When viewing “My Inbox” they will have access to their email to attach to projects or create a project from an email.
Important Notes
- Once an email has been attached to a project, that email is now visible to anyone who can view that project. Emails that are attached to projects in RhinoDox are treated no differently than if a document were uploaded to the system.
- The “My Inbox” portion of the bid inbox will only display the inbox for the logged in user. It is not possible for another user to gain access to your personal email.
Feature Enhancements
Dashboard
Line of Business Filter
A filter was added to the project dashboard that allows users to filter the dashboard results by line of business. The filter appears at the top right of the page. Users can click the filter link and select one or more lines of business to filter the dashboard by.
Once the filter is applied, all of the dashboard widgets will display data filtered to the selection. By default, no filtering is applied.
General Contractor Contacts
Edit GC Contact
This release introduces the ability to edit GC contacts. To do this, navigate to the GC in the GC list, click on the contact you want to edit, and make any necessary changes.
Award Module
All clients now have the the Award feature turned on by default.
The award module is now enabled for all accounts, and previous ways of awarding projects have been removed. If you missed the update on the Award Module, click here.
Bug Fixes
- Bid Due Date (and all other dates) get converted from local time to UTC time on the server, but when returned to the client they are rendered as UTC. This caused subsequent saves to add the UTC offset back to the date making dates incorrect
- Reporting - Bid Due Date filter is not inclusive of the end of the date range (for example if the end date is 1/1/2022 any projects that are due on 1/1/2022 are excluded from the results)
- Editing a scope changes the sort order to make that scope first in the list
- My Info page is blank