Allow me to choose a User of the account and have their contact information used in the "Estimator Details" section on the "Project Details"
Allow me to choose a User of the account and have their contact information used in the "Estimator Details" section on the "Project Details" page.
With the last update, the Estimator boxes are now automatically uploaded with the name of the person entering the project onto E1. I find this frustrating - as I am a coordinator, and not an actual Estimator, which means that unless I am vigilant, my name can end up being the point of contact - even though the Estimator is the person who sends out the invitations to the various trades.
Sue Hughes
shared this idea
Thanks for your suggestion, we made this change as an overwhelming amount of builders asked us to autofill this information to save them time when adding a tender. We understand that this might require you to keep a eye on the project details when tendering on the behalf of another Estimator, however, if you make a mistake you can always edit this information in the dashboard. Whilst we won’t be adding a drop down menu right now, we will keep your comments on board when we look into making the project details section better for you. Thanks again.