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Correspondence

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Notice to Owner/Contractor (NTO) - Ability to Log and Report On

Notice to Owners are on almost every job and is currently manually tracked. It would be very useful to have the ability to record and track Notice to Owner/Contractor NTO, and report on Open/Final NTO's. Would have the date and reference# and a ch...
Dawn Parents 8 months ago in Comply Notices / Issues 2 Already exists

Add more communication capabilities to Correspondence modules

Right now, the only communication stored in correspondence modules is the final response of the respondent. There is usually a lot more back and forth there between the different parties involved. It would be nice to be able to have a "chat" style...
Dario Tomic 6 months ago in Correspondence / Submittals 1 Future consideration

RFI - Make RFI Respondent Default Responsible Party

We would love to see the RFI Respondent become the responsible party as soon as an RFI is generated. This just seems the natural chain of events and would save time.
Terry Buchanan 5 months ago in RFI 0 Future consideration

RFI Detailed Report Bookmark When Schedule or Cost Impact is "To Be Decided"

When "To Be Decided" is selected for an RFI it populates as "False". We cannot send out an RFI that says "False" if we are asking for information that will give us direction on if there will be a cost or schedule impact. We need our paper trail to...
Kenani Brandon about 2 months ago in Detail Report Templates / RFI 0 Future consideration

Assign Custom Submittal Number When Copying

The copy submittal feature only works if you are using the auto-numbering sequencing as defined in the company settings. If you are customizing each submittal number, the copy submittal feature will not work or will result in a duplicate numbering...
Adam Clark 8 months ago in Submittals 0 Future consideration

NZ/AUS need option to 'Schedule out' payment claims from subcontractors

In NZ/AUS we need the ability to adjust subcontractor payment claims (under subcontractor invoices) with comments as to why their claim was adjusted. There needs to be a comment field per line item, and a bookmark that references this in the mail ...
James Arrowsmith 8 months ago in Journals / Subcontract Invoices / UI User Interface Enhancements 1 Future consideration

Add Ability to export a complete submittal (including the actual submittal pages, not just the cover sheet

We would appreciate if a full submittal PDF could be generated from Sage including the content of the attached submittal file, not just the cover sheet
Guest 9 months ago in Detail Report Templates / Submittals 0 Future consideration

Submittal - Auto update the responsible company field

When using workflow for a submittal. The responsible company field should auto update with who is set to approve the submittal.
Jack Speshock 3 months ago in Submittals 0 Future consideration

Notes section in Leads/Projects with User Tagging Capability

Communication amongst team members is vital when it comes to managing a project/lead. Being able to house that in a centralized location in the lead/project would be really nice. Also, being able to tag one or more team members to the note so they...
Dario Tomic 9 months ago in Journals / Leads (Active or Intactive) / Projects (Active and Inactive) 3 Future consideration

Submittals-2 Respondents In The Same Sequential Spot

Sometimes when sending out a Submittal the option of listing 2 people in the same sequencial position, let's say #2, so that one or the other can reply, but does not necessarily need to be both. The system does not currently allow for a hybrid of ...
Molly Toledo 6 months ago in Notifications / RFI / Submittals 0 Future consideration