As a general contractor using TradeTapp, you can customize which columns appear in your invitations dashboard so you can view the information that is most relevant to your company and the vendors you are inviting to qualify.
To customize which columns appear in your TradeTapp “Invitations” dashboard
Click the customize icon and select or de-select the data points to add or remove them from your “Invitations” dashboard.
Your “Invitations” dashboard will automatically be updated with your selections.
The columns will appear in the order they are shown in the drop-down menu. If you would like to change the order that columns appear in, you can do so by dragging and dropping each column title to the desired location in the "Customize" drop-down.
Note: Adding new columns will only update your dashboard. Your coworkers will still see the default view unless they have specifically added new columns to customize their dashboard.
Learn more about how to use the "Synced to BC", "Sycned BC ID", and "BC Duplicate" columns here.
If you would like to save the view you are looking so that each time you log in, you will see your set columns and information. Please reference "How to filter your “Invitations” dashboard (General contractors)".
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