My ideas: Email Templates (includes custom template)

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

Referencing the Project # and Not the Project Name in the email subject line is somewhat useless, since it is not immediately recognized by most parties and is only relevant to contractor. And why does it need to automatically say "communication f...

Currently you can email a purchase order to a vendor. What is lacking is the ability to be able to email the approved purchase order to our Superintendents so that they can either pick up goods or order the materials etc.

It would be nice if there was a simple way to modify the templates, rather than only being able to adjust the email forms. Simple things like living in Canada, our address shows zip codes (usa) etc. A previous program we used had a whole template ...

When using the default email template to send purchase orders, subcontracts, SCO's, etc. the recipient's email address is not included within the contact information or PO information (sample snip attached). The only way to get this information in...

Currently, the default email template populates the Business Phone number field from the generic phone number listed in the company record, rather than from the Business Phone number field listed under the individual's record, in each signature li...

We can edit the email templates and upload for use on those emails that get sent from Sage CM by us, great. We ran into the problem as we were customizing, some of the templates, such as "ITB_PrivateMesage", could not be uploaded back into the sys...