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New Email Features & Email Browsing

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Adding Outlook calendar invites to the Meeting Invitation

When a CM Meeting is sent there is no Outlook invite sent along with it to add to the desktop outlook calendar. I receive similar links from ProCore when getting invites from other contractors.
Guest 4 months ago in Alerts and Calendars / Meetings / New Email Features & Email Browsing / Safety Meetings 3 Future consideration

Daily Log - Ability to email from Sage CM Mobile App

Be able to send daily log detail report from the sage cm mobile app.
Jack Speshock about 2 months ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / New Email Features & Email Browsing 0 Future consideration

Submittal - Automatically send Originator email notification when there is an update to submittal

Currently when a respondent replies to a submittal or rfi the coordinator has to go to actions > send response to originator. We would like an automated email to go to the originator letting them know that there was a response.
Jack Speshock about 1 month ago in New Email Features & Email Browsing / RFI / Submittals 0 Future consideration

Automatic Reminders for overdue items requested from Subs/Vendors/Clients/Architects

It would be nice for Sage to send out auto reminders to vendors that for example, a submittal was due yesterday, and then again the next day until it is marked in the system. I know you can run a report to see whats open and manually send a remind...
Aimee Boehm 7 months ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 1 Future consideration

Auto Add Weather to Daily Logs

Have Weather conditions Auto Populate in Daily Logs
Guest 4 months ago in Daily Log (Daily Report) / Feature Settings / New Email Features & Email Browsing 0 Future consideration

Alert-New Insurance Cert Uploaded via Portal

Would like an alert to be triggered when a sub uploads a new insurance certificate and/or license via the Teamlink portal so the user knows this has happened and can review it.
Sue Parker 7 months ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 0 Future consideration

Add an Outlook, Office 365 and/or Gsuite integration

Allow connection and sending from your own email server so you can see sent record in your own emails and receive bounce back notification when emails are incorrect. Also if someone does email you direct that you can take that email and either thr...
Tim Smith 9 months ago in New Email Features & Email Browsing 0 Future consideration

Sent Email Details - Message Content & Attachments

Currently, there is no record in Sage that shows users the content of the message that was sent or any attachments that may have been included. Even if you happened to be copied on the message that was sent, this still means you need to try to tra...
Jessica Whyde 9 months ago in New Email Features & Email Browsing 1 Future consideration

Notifications pending Bills and Sub Invoices

Send a email push notification to Project Managers/Approvers that there are pending bills and subinvoices that need to be approved.
Guest about 1 month ago in New Email Features & Email Browsing / Notifications / Workflow 1 Already exists

Automatically Link Proposal to Estimate Linked Files when "Emailing PDF" of Proposal

When emailing a proposal through the estimating module, it would be desirable to have the sent proposal letter automatically linked to the corresponding estimate. In the Estimate Property Details page, it would also be desirable that the details o...
Carl Lyles 3 months ago in New Email Features & Email Browsing / Proposals, Reports, Logs, Exports 0 Future consideration