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Procore

Release Notes

Below are notable changes to the project's Directory tool.

Recent Changes

Added a New Granular Permission for Creating Reference Users to Permission Templates (6/28/2019)

Procore has added a new granular permission in the Directory category of the permission templates feature (see Grant Granular Permissions in a Permission Template) named 'Create Reference Users (Only Applicable if Timesheets or Incidents is Enabled)' to work with the project's Incidents tool.  This works with another granular permission which Procore had previously released 'Update Reference Users (Only Applicable if Timesheets or Incidents is Enabled)' for use with the project's Timesheets tool. See What is a 'reference user' and which project tools support the concept?

New Company Name Drop-Down List (6/27/2019)

As part of the preparation steps for configurable fields release in the future, Procore has modified the Create User and Edit User pages in the Company and Project Directory tools. Users will now see an 'x' in the Company Name drop-down list that can be used instead of the Clear Company link, a new 'Copy to Personal Information' link lets you quickly input company information to the user's personal record. In addition, the Company Name field is now searchable on the Users tab and you can now create a new company record by clicking Create New at the bottom of the Company Name drop-down list. For details, see Add a User Account to the Company Directory, Edit a User Account in the Company Directory, Add a User Account to the Project Directory, and Edit a User Account in the Project Directory.

Doing Business As (DBA) Field Now Searchable in Users Tab (6/17/2019) 

Procore has updated the Company and Project Directory to make the DBA field searchable in the Users tab. See Search and Filter the Company Directory and Search and Filter the Project Directory.

Doing Business As (DBA) Field Now Searchable in Companies Tab (4/16/2019) 

Procore has updated the Company and Project Directory to make the DBA field searchable in the Companies tab. See Search and Filter the Company Directory and Search and Filter the Project Directory.

Improved Search-As-You-Type Capabilities (2/14/2019) 

To provide Procore users with improved search-as-you-type capabilities, Procore has updated the Company and Project Directories to incorporate trigram indexing. This will provide users with powerful and more efficient search results. Now, when you enter any trigram (i.e., any three (3) characters in sequence), Procore's Directory tool's will yield all possible matches regardless of where those three (3) characters appear. See Directory: Improved Search-As-You-Type Capabilities.

All Changes

 

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