Certain fields in the Correspondence tool can be configured as required, optional, or hidden. For example, if you want to make a field required, or hide a section that is not relevant to you and your team, you can configure these preferences in the Company level Admin tool and then apply them to one or more projects. Not all fields are configurable. Fields not available for configuration are in gray italics with the default setting marked in the table. See Create New Configurable Fieldsets.
In the table below:
The table below details the settings that are supported by the configurable fieldsets function in the Correspondence tool.
Field Name | Required | Optional | Hidden |
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Assignees | ![]() |
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Attachments | ![]() |
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Cost Code | ![]() |
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Cost Impact | ![]() |
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Description | ![]() |
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Distribution | ![]() |
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Due Date | ![]() |
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Location | ![]() |
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Number | ![]() |
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Private | ![]() |
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Received From | ![]() |
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Responses | ![]() |
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Schedule Impact | ![]() |
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Schedule Tasks | ![]() |
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Specification Section | ![]() |
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Status | ![]() |
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Sub Job | ![]() |
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Subject | ![]() |
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Trade | ![]() |
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