Welcome to our guide on controlling feature settings and correspondence in Sage Construction Management. Whether you're dealing with issues, journals, RFIs, or transmittals, understanding how to customize your dropdown menus is essential for efficient project management.

Understanding Correspondence Controls

Correspondence controls are crucial when managing communications within your project. They help in categorizing and prioritizing items like RFIs (Request for Information) by providing dropdown menus for selection.

Navigating to Feature Settings

Let's walk through the steps to access and modify these settings:

1. Start at the home dashboard of your project management software.
2. Look for the gear icon, typically located on the right side of the interface.
3. Click on the gear icon to access Feature Settings.
4. Scroll down to the Correspondence section.

Modifying Dropdown Menus

Once in the correspondence settings, you can make changes to dropdown menus such as RFI priority and transmittal types:

• To add a new option, click Add. A new field will appear where you can enter the new option.
• After entering the desired option, ensure to save the changes.
• If you need to remove an option, you can also delete it to prevent it from appearing in the dropdown menu.

Note: It's important to save your changes after adding or removing options to ensure they're applied to your project management interface.

Conclusion

In conclusion, customizing feature settings and correspondence controls allows for a more tailored project management experience. By following the steps outlined above, you can easily add or remove options from dropdown menus, ensuring your team's communications are categorized and prioritized effectively.