Tender Request functionality is designed to be utilized by clients with Collaborati Spend Management (CSM) 4.0 Update 4 and later. Collaborati Spend Management users prior to version 4.0 Update 4 (4.0.4) can examine the CSM 4.0 Update 4 release notes found here for more detail.

 

Users are able to post comments and notes on Tender Requests that sync to the client. These entry fields function similarly to history records.

Comments

Comments can be posted on the tender request from Collaborati and from CSM. These comments transfer after sync and are not able to be edited or deleted after posting.

 

The following data is captured when comments are posted:

Text content of the comment.

User who posted the comment.

Date and time the comment was created.

Comments can be viewed on the tender request in Collaborati.

 

The following data is displayed in the Comments view:

Text content of the comment.

User who posted the comment.

Date and time the comment was created.

The full list of posted comments from both CSM and Collaborati is visible, as well as the fields to post new comments.

 

Notes are editable and must remain within the 2000 character limit.