Below are the notable changes to the project's Correspondence tool.
Correspondence Type Email Settings Added to the Project's Correspondence Tool (22/12/2022)
Procore has added email notification configurations to the project's Correspondence tool. See Configure Advanced Settings: Correspondence and Who receives correspondence item emails and push notifications?
'Date / Time' Custom Field Type Now Available for the Correspondence Tool (21/12/2022)
Users can now select 'Date / Time' as a field type when creating custom fields for the project's Correspondence tool. See Create New Custom Fields.
Select Multiple Trades on Correspondence Items (21/12/2022)
Procore has added the ability for users with the appropriate permissions to select multiple trades to associate with a correspondence item when the item is created or updated. See Create a Correspondence Item and Edit a Correspondence Item.
Updated User Permissions for Managing Related Items on Correspondence Items (06/12/2022)
Procore has updated the required user permissions for adding, editing, or deleting related items on correspondence items. Users with 'Standard' level permissions or higher on a correspondence type can now perform these tasks on correspondence items that they have created. See Add a Related Item to a Correspondence Item.
Custom Statuses for Correspondence Types Moved to Company Level Admin Tool (14/09/2022)
Procore has moved the management of custom correspondence statuses to the Company level Admin tool. See Manage Custom Statuses for Correspondence Types.
Generate and Scan QR Codes for Correspondence Items (19/08/2022)
Users can now generate QR codes for correspondence items in the Procore web app and then print them out to display them in a related area. See Generate a QR Code for a Correspondence Item. Users can then use the camera apps on their mobile devices to scan the QR codes to get a link directly to the correspondence item. See Scan a Correspondence Item QR Code (iOS) and Scan a Correspondence Item QR Code (Android).
Add Correspondence Items as Records on Action Plans (19/07/2022)
Users with the appropriate permissions can now select one or more correspondence types to add as requested records when creating an action plan or creating an action plan template. See Create an Action Plan, Create a Project Level Action Plan Template, and Create a Company Level Action Plan Template. When users are performing an action plan with a correspondence record requested, they can fulfill the request by selecting an existing correspondence item or by creating and linking a new correspondence item. See Perform an Action Plan.
New Filters Added to Correspondence Tool (11/05/2022)
Users can now filter a project's list of correspondence items using the new 'Cost Code', 'Cost Impact', 'Distribution Member', 'Due Date', 'Schedule Impact', 'Schedule Task' and 'Specification Section' filters. See Search, Sort and Filter Correspondences.
'Quantity' Field and Unit of Measurement Drop-Down Menu Added to Correspondence tool (05/05/2022)
A new Quantity field and a drop-down menu for selecting corresponding units of measure have been added to the project's Correspondence tool. See Create a Correspondence Item. Users with the appropriate permissions can add this field or update its visibility or requirement status in a correspondence type's configurable fieldset. See Edit Configurable Fieldsets.
New Fields Added to Correspondence List View and Exports (28/04/2022)
Procore has updated the list view in the project's Correspondence tool to include additional fields as configurable columns. When their associated columns are configured to show in the list view (see Customise the Column Display in the Correspondence Tool), the following fields will also now be included in correspondence list PDF and CSV exports (see Export a List of Correspondence Items):
- Cost Code
- Cost Impact
- Issued On
- Program Impact
- Program Task
- Specification Section
- Sub Job
Drawing Markup Filters Added for Individual Correspondence Types (30/03/2022)
Procore has updated the filters available on drawing markups in the project's Drawings tool to include separate filters for each correspondence type on the project. See Filter Drawing Markups.
New Option to Change a Correspondence Item's Status While Posting a Response (23/03/2022)
Procore has added a Post Response And Change Status button to the Activity section on correspondence items that allows users with the appropriate permissions to post their response to the correspondence item and change the item's status at the same time. See Respond to a Correspondence Item.
Drawing Snapshots Added to Correspondence Items with Linked Drawing Markups (07/03/2022)
Correspondence items with linked drawing markups now include a snapshot of the drawing area with the markup in their Links sections. See Link a Correspondence Item on a Drawing and View a Correspondence Item. Note: This release only affects new linked drawing markups and does not affect linked drawing markups that existed prior to this release.
New Fields Added to Correspondence Emails (16/02/2022)
Procore has updated the email notifications sent for the project's Correspondence tool to include the following fields on applicable fieldsets:
- Cost Code
- Cost Impact
- Issued On
- Program Impact
- Program Task
- Sub Job
New Fields Added to Correspondence Item Exports (10/02/2022)
Procore has updated the PDF exports for individual correspondence items (see Export a Correspondence Item) to include the following fields:
Overdue Correspondence Items Now Shown in Red (09/02/2022)
Overdue correspondence items are now shown in a red font color on certain fields in the tool's List and Archive tabs. This allows users to quickly identify overdue correspondence items while scrolling through the list. See Search, Sort and Filter Correspondences.
Push Notifications Added for Assignee Field Updates in Correspondence Tool (09/02/2022)
Push notifications have been added to Procore's iOS and Android applications for the project's Correspondence tool. Individual users can configure settings on their mobile device to select which correspondence types they want to receive push notifications for. See Settings: Procore iOS App and Settings: Procore Android App. When configured, push notifications are sent to users when they are added to the Assignee field on a correspondence item. See Who receives correspondence item emails and push notifications?
Updates to 'Create Item' Granular Permission for Correspondence Tool (01/02/2022)
Procore has updated the 'Create Item' granular permission for the project's Correspondence tool to allow users with the granular permission enabled on their permissions template to edit 'Draft' correspondence items that they created. See Grant Granular Permissions in a Project Permissions Template and Edit a Correspondence Item.
Status Type Selection Available for Correspondence Custom Statuses (01/02/2022)
Procore has added the ability to select the type for custom statuses in the project's Correspondence tool. This allows users to map their custom statuses to Procore's global statuses (Open, Closed, and Draft) to help ensure appropriate email notifications are sent for items created with custom statuses. See Configure Advanced Settings: Correspondence.
Correspondence List Exports Now Reflect Active Column Display Configurations (18/01/2022)
When exporting a list of correspondence items, the columns included in the exports will now reflect whichever columns are actively displayed in the project's Correspondence tool at the time of the export. See Customise the Column Display in the Correspondence Tool and Export a List of Correspondence Items.
Increased Character Limit for Correspondence Type Prefixes (11/01/2022)
New Option to Turn 'Correspondence Item Closed' Email Notifications On or Off (11/01/2022)
Procore has added a checkbox on correspondence types in the Company level Admin tool to allow users to decide whether email notifications are sent out when correspondence items created from one or more correspondence types are closed. See Create a New Correspondence Type and Edit a Correspondence Type.