ERP - Construction

The only function available to track Enquiries at the moment is the Tracking Sheet on a specific Sendout. <br>​<br>

Within the Online Enquiries module:

Which Sendouts a certain Subcontractor has been used?
How many time a subcontractor has been used?
How many times has a certain subcontractor been successful? 
Has a certain subcontractor Accepted or Declined sendouts?

Online Enquiries stats and analytics

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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