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Contact Management

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Company Contacts Roles

We are needing a way to have different contact roles within a subcontractors Contact Management profile. We need to designate who the subcontract signer, the invoice signer, and the lien waiver signers are. There is currently no way to know who ne...
Guest about 2 months ago in Contacts 0 Future consideration

For AP transactions can we make a way for only Vendor Companies to populate in the drop down of transactions being entered

I have a few clients who have Company's in SCM that are both Vendor's and Customers and in the drop down the same name appears for both so they are sometimes populating the Customer company into the AP transactions that they are adding instead of ...
Guest about 1 month ago in Companies / Contact Management / UI User Interface Enhancements 1 Future consideration

Multientity Email Templates

Be able to have a drop down to choose which entity the project is assigned to and then for email templates (whether its standard or custom) to be defaulted to that entity in scm
Ariel Johannes 2 months ago in Companies / Contacts / Email Templates (includes custom template) / Templates & Reports 1 Future consideration

The Project Manager on the project should be automatically added to the project team.

The PM assigned to a project is not automatically part of the project team. That is odd. I created a project, made myself the PM, and when other employees wanted to copy me correspondence, they could not, because I wasn’t on the Project Team. The ...
Mark Cadman about 1 year ago in Contacts / User Security Roles 0 Future consideration

Sage Intacct - Compliance Integration

No description provided
Jack Speshock 4 months ago in Accounting Link for Sage Intacct / Companies / Compliance 0 Planned

Combine or Merge Vendors/Subcontracto

Sometimes different users, not realizing a vendor/subcontractor/name is already in Contact Management creates another vendor/subcontractor even though they are the same vendor. Having a merge or combine function would help reduce duplicates and ot...
Trina Lapena 9 months ago in Companies 0 Future consideration

Prequalification

The ability to have a prequalification workflow for new subs/vendors to work through and complete before they are added to an ITB, etc. Ideally, they could log into the portal and and answer the appropriate questions normally included on a prequal...
Sue Parker 4 months ago in Companies / Compliance / ITB (Invitation to Bid) 3 Future consideration

ITB - Show Vendors grouped by classification similar to Contact Management module's Company listing

See attached images for more details
Norman Wendl 4 months ago in Companies / ITB (Invitation to Bid) 0 Future consideration

Automatic emails/notifications

Many ask for auto notifications of an email. Example email sub that COI expires in 7 days. Auto notification that their bill is due the 25th of the month. Auto email that a document RFI/submittal is past due. Many, many requests for these type of ...
Sue Parker 9 months ago in Alerts and Calendars / Compliance / Notifications / RFI / Submittals 1 Future consideration

Deactivate Company Rather Than Make Inactive

Currently when you make a company "Inactive" and there had been a previous subcontract or purchase order, that subcontract or PO record is no longer visible in the procurement views. There should be an option to deactivate and allow the record to ...
Dawn Parents 10 months ago in Companies / Contracts and Procurement Workflow / Purchase Orders / Subcontracts 1 Future consideration