Below are the notable changes to the project's Correspondence tool.
New 'Responded By' and 'Last Activity' Filters Added to Correspondence Tool (04/07/2021)
Users can now filter a project's list of correspondence items by who added a response to correspondence items with the 'Responded By' filter and by the date the most recent response was added to correspondence items with the 'Last Activity' filter. See Search, Sort, and Filter Correspondences.
Create 'Draft' Correspondence Items from Procore for Outlook Integration (03/17/2021)
Users with the Procore for Outlook integration and the appropriate permissions to create a correspondence item can now create 'Draft' correspondence items from their Outlook emails.
'Responses' and 'Official Responses' Columns Added to Custom Reports for Correspondence Tool (03/16/2021)
Users can now include 'Responses' and 'Official Responses' in custom Correspondence reports created in the Company level and Project level Reports tools. See Create a Custom Project Report and Create a Custom Company Report.
Create and Link New Correspondence Items from Responses on Other Correspondence Items (03/11/2021)
Users can now create and link a new correspondence item from a response on another correspondence item. The new correspondence item will automatically include the following information from the source correspondence item and its response: the source item number and response number (added to the new item's Subject field), the person who posted the source response (added to the new item's Assignee field), the full details of the source response (added to the new item's Description field), and any attachments that were uploaded in the source response. See Create and Link a New Correspondence Item from a Correspondence Response.
The Correspondence Tool Now Supports Creating Custom Sections at the Company Admin Level (1/28/2021)
The Correspondence tool now supports custom sections that can be created at the company admin level when modifying a fieldset and adding custom fields. A custom section is a separate grouping of 1 or more custom fields. The section name is defined by the user and is respected on web, export PDF and mobile.
Marking Responses to a Correspondence Item as Official Functionality has been added for Android and iOS (12/16/2020)
Responses to a correspondence item can now be marked as official on iOS devices.
Pushing Emails from a Gmail Client into the Correspondence Tool is Now Supported for the Procore for Gmail Integration (12/16/2020)
Users can now push emails from Gmail into the Correspondence tool as a draft. This will streamline efforts of getting information out of their email and into their Procore system of record.
Procore Search Now Available for the Correspondence Tool (11/24/2020)
Procore Search can now be used to search across the Correspondence tool from anywhere in the project. See What information is searchable using Procore Search?
New 'Correspondence' Tool is Now Available in the U.S. (10/21/2020)
The Correspondence tool is a flexible and configurable tool that enables users to elevate key communications out of email and into their Procore system of record. Correspondence functions similarly to a self-serve custom tool, enabling Company Admins to:
- Create up to 30 different correspondence types.
- Determine what data/information or fieldsets will be associated with each type and project (including up to 15 custom fields).
- Customize granular, role-based permissions for each correspondence type.
Correspondence is available on the Procore iOS and Android mobile applications, can be reported on in the Reports tool, has full API support, shows up on the Project Overview, and can be extracted from by type in the Procore Extracts application. See Correspondence (Web), Correspondence (iOS), and Correspondence (Android).