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RFI

Allow multiple correspondence to happen across singular RFI or Submittal

with RFI's and submittals there is general back and forth on a particular item. Having to restart a new RFI or submittal to "continue" the conversation is very inefficient to the point people work outside of the system, or don't do them at all whi...
Mike Just 3 months ago in RFI Needs review

Create Change Proposal Request from an RFI

A typical workflow would be to create a change proposal request from a request for information. It would be beneficial to have that option added from the request for information.
Adam Clark almost 3 years ago in CO / RFI Future consideration

Create RFI from an Issue

It would be really helpful to be able to create or reference an RFI from an existing issue in the system just to tie things together a bit better.
Dario Tomic almost 3 years ago in Issues / RFI Future consideration

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 almost 2 years ago in Contacts / Correspondence / RFI / Submittals Future consideration

RFI Responses in Team Link

Some RFIs have multiple back and forth questions and answers relating to one topic. In Team Link, Architects/Engineers have the ability to go back in and edit responses. This is not ideal for tracking the project record. If a Architect has respond...
Genevieve E almost 2 years ago in RFI / Submittals / Teamlink Portal (General) / Teamlink User Roles Future consideration

Improved Accessibility of RFI and Submittals for Entire Project

In our World, it is important that the entire project team (all vendors) are able to see all of the projects RFI's in the portal. A lot lot of the times, other trades that are not the originator or respondent are affected by an RFI answer, so they...
Guest over 2 years ago in RFI / Submittals / Teamlink Portal (General) / User Properties Already exists

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 over 2 years ago in Alerts and Calendars / Compliance / Notifications / RFI / Submittals Future consideration

Send RFI, Instruction from Project Groups

Having the Project team groups as an option in the contact list for a project so we can send all correspondence to a Project team group instead of induvial clicking them or a separate message for each contractor . e.g. RFI's, Transmittal, issues,
Brendon Rohde over 2 years ago in Project Groups / RFI Future consideration

RFI report with all attachments

For an RFI, I would like to have the function of having all attachments and linked correspondence to be included with I run the report to print off. As of right now I have to run the report and then download attachments separately and combine them...
Patrick Wolf over 1 year ago in RFI / UI User Interface Enhancements Future consideration

Export RFI PDF with linked files (photos, plan sketches, etc)

We add linked photos with mark-ups to an RFI in Sage. It would be helpful if Sage could export the RFI document itself along with the linked files as one document. Some project partners don't want to have a Sage login, and it takes multiple steps ...
Marc Macialek about 2 years ago in Document Viewer / Photos / RFI / UI User Interface Enhancements Future consideration