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Make project groups able to to be copied from a different project

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Guest 18 days ago in Correspondence / Project Directory / Project Groups 0 Future consideration

lead activity track

I would like to see if we can add some extra date entry options to Leads, it would be nice to add an Activity section so we can have a running timeline of outreach and what that outreach/meeting was about. Another helpful could be a Notes Section ...
Guest 19 days ago in Correspondence / Leads (Active or Intactive) 0 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 about 1 year ago in Issues / RFI 0 Future consideration

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 about 1 year ago in CO / RFI 0 Future consideration

Provide a notification to the CC’d members when the submittal has be responded to.

Please adjust the settings within SCM to provide a notification to the CC’d members when the submittal has be responded to and posted.
Guest 9 months ago in Notifications / Submittals / UI User Interface Enhancements 3 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 11 months ago in Alerts and Calendars / Compliance / Notifications / RFI / Submittals 1 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 3 months ago in New Email Features & Email Browsing / RFI / Submittals 0 Future consideration

Automated Submittal email notifications

When a submittal is created, the system should have the ability to sent out email notificatons automatically each day until the responded responds to the submittal.
Blesson Mannil 8 months ago in Alerts and Calendars / Notifications / Submittals 1 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 11 months ago in Project Groups / RFI 0 Future consideration

importing submittals there is no place for submittal type

For importing submittals there is no place for submittal type is there a way to add that without going in and changing all manually
tori McCullough 3 months ago in Submittals 1 Future consideration