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Required Addition of Closeout Option for Submittal Items

It has come to our attention that the current version of Sage only allows for marking an entire submittal package as "closeout." While this feature may be functional for others, it falls short when dealing with closeouts within a specification sec...
Guest 8 months ago in Submittals 1 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 1 year ago in RFI / Submittals / Teamlink Portal (General) / User Properties 1 Already exists

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 over 1 year ago in Issues / RFI 0 Future consideration

Add "Due Date", "Sent Date", and "Ball In Court" to Submittal Column Options

Add "Due Date", "Sent Date", and "Ball In Court" to Submittal Column Options
Meredeth Dotson over 1 year ago in Submittals 3 Future consideration

Submittal Item Additional Tracking Fields

Would it be possible to add the following fields: Release Date, Estimated Ship Date, Actual Ship Date.
Adam Clark 3 months ago in Submittals 2 Already exists

Ability to pull Purchase Order Items into Submittal Items

Some handy fields already exist on each submittal item. It would be incredibly useful if you were able to pull in approved purchase order items into the submittals (similar to daily logs). Additionally, could the Actual Delivery Date field be a ty...
Adam Clark 3 months ago in Purchase Orders / Submittals 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 over 1 year ago in Notifications / Submittals / UI User Interface Enhancements 3 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 almost 2 years ago in CO / RFI 0 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 over 1 year ago in Alerts and Calendars / Compliance / Notifications / RFI / Submittals 1 Future consideration

Add "Status" Column to Submittal List

It allows for better tracking of outstanding submittals
Guest over 1 year ago in Submittals 1 Future consideration