We value your privacy

We use cookies to enhance your browsing experience, serve personalised ads or content, and analyse our traffic. By clicking "Accept All", you consent to our use of cookies.

Customize Consent Preferences

We use cookies to help you navigate efficiently and perform certain functions. You will find detailed information about all cookies under each consent category below.

The cookies that are categorized as "Necessary" are stored on your browser as they are essential for enabling the basic functionalities of the site. ... 

Always Active

Necessary cookies are required to enable the basic features of this site, such as providing secure log-in or adjusting your consent preferences. These cookies do not store any personally identifiable data.

No cookies to display.

Functional cookies help perform certain functionalities like sharing the content of the website on social media platforms, collecting feedback, and other third-party features.

No cookies to display.

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics such as the number of visitors, bounce rate, traffic source, etc.

No cookies to display.

Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.

No cookies to display.

Advertisement cookies are used to provide visitors with customized advertisements based on the pages you visited previously and to analyze the effectiveness of the ad campaigns.

No cookies to display.

Constructive 5.45 – Qualtrics surveys integration, Progress Template additional Stages and Sub-stages

Constructive version 5.45 release notes
Posted by on | Featured

We’re excited to introduce two new features this release: A new integration with Qualtrics surveys and the ability to add — and custom name override — additional Stages and Sub-stages to your Customer Portal Progress Template.

1 — NEW: Qualtrics surveys integration

Constructive can now integrate your surveys in Qualtrics with your Customer Portal (in addition to Survey Monkey surveys). Please get in touch with your Client Success Manager if you’d like to set up Qualtrics surveys.

2 — NEW: Progress Template — Additional Stages and Sub-stages

New — Additional Stages

Previously, we had the Stages Preconstruction and Construction within the Progress Template. Now, if you wish, you can include more Stages — for example, Sales before Preconstruction, or Maintenance after Construction.

  • Stages can be name overridden to your own custom, preferred names.
  • Select an icon to represent each Stage (visible from the Dashboard widget representing the stage the Job is in).
  • Each Stage will link back to a core job status (Sales / Preconstruction / Construction / Maintenance / Closed) for reporting.
  • Easily move Progress Items from one Stage to another by ticking the checkbox next to the Progress Item and then clicking the MOVE TO STAGE button drop-down.

New — Progress Template Sub-stages

To allow further break-down to the Stages, you can now add Sub-stages to your Progress Templates, allowing multiple milestones to form part of a Sub-stage. For example, you may have multiple appointments that form part of your Selections / Colours process, or several events that take place in your Sales phase.

Progress Template Item UI update

The description is now displayed in the same modal pop-up window (previously displayed in a separate tab). Note any empty tabs are not displayed in the modal window.

3 — Users — Allow Company User to see hidden items

We’ve updated the permissions to allow Role: Company User to see hidden Items so they are no longer concealed in the Selections Report.

4 — Bug fixes

  • Items — Hiding an item no longer incorrectly excludes it from a Package.

Comments are closed.