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Submittal List Columns

Are there any upcoming releases or existing options that would allow actions to be added to the Submittal List View column? For example, in the attached screenshot, the customer would like to see both the status and the sent information within thi...
Christal Huskins 12 days ago in Submittals / UI User Interface Enhancements 0 Future consideration

Update submittals in bulk in the UI

I brought this up before but just want to emphasize this one as a quality of life feature. With the submittal import not accepting respondents and due dates to be mass imported, I've spent way too much time adding due dates to each submittal. Plea...
Matthew Carlisle 7 months ago in Submittals / UI User Interface Enhancements 0 Future consideration

Workflow templates for submittals

Workflow templates - for submittals the ability to create and apply custom project specific workflow templates to submittals would also save alot of time. Being able to create several templates for civil, structural, architect & MEP reviews w...
Matthew Carlisle 7 months ago in Submittals / Workflow 0 Future consideration

Ditch the Financials and Focus on the documents and correspondance

With Corecon being purchased by sage and now integrating with Sage's ERP's the financial portion is not necessary. The erps are excellent job and procurement management programs already, the financial management in SCM lost its value. Focus on mak...
Guest about 2 months ago in Correspondence / Detail Financial Analytic Reports / Documentation / User Interface 0 Future consideration

More Submittal Filter options on submittal list

Would like to see more options to filter by subcontractor, ball in court, or Originator
Matthew Carlisle 7 months ago in Submittals / UI User Interface Enhancements 1 Future consideration

Issues - add the company to the column selection

When a company or contact is associated with an issue you should be able to have the option to select the company/contact in the Column selection for viewing issues on screen.
Brooke Gemmell 20 days ago in Issues / UI User Interface Enhancements 0 Future consideration

Urgent Sage Issue - Submittal Review Process

I initially brought this issue to attention in November and has been discussed on multiple occasions since. I must emphasize its ongoing impact and the urgent need for resolution. The current structure of the website creates significant inefficien...
Guest 8 months ago in Submittals 4 Already exists

CTRL + Clicking a Hyperlink To Open Item In New Window

Being able to open, for example, a submittal package and having it open in a new tab by CTRL + clicking would be very useful for multitasking and organizational purposes. Currently after clicking on a submittal, you can only press the back button ...
Guest 10 months ago in Submittals / UI User Interface Enhancements / UI User Interface Navigation 2 Future consideration

Increased submittal response options

It seems that when a respondent uploads their response there is no section for them to list whether they approved or rejected the submittal. Please add response options: Approved, Approved as noted, Revise & Resubmit. This would help all part...
Matthew Carlisle 7 months ago in Submittals 2 Already exists

Deleting a Contact from a Project

A consultant is not involved in the project and wants to be removed from project correspondence. They are not on any submittals or RFIs, but the person was Cced on one submittal. They cannot be removed from the project. If a person is not a review...
Genevieve E 10 months ago in Contacts / Correspondence / RFI / Submittals 0 Future consideration