Sage Construction Management Ideas Portal
ADD A NEW IDEA

Correspondence

Showing 65 of 845

Submittal Follow Up

Sage removed the Create Follow Up Submittal button in submittal details. They also removed the link attached files button on follow up submittals. Submittals had more functionality with these features and should be brought back.
Guest 3 months ago in Submittals / UI User Interface Navigation 1 Already exists

Submittal item status date update automatically

If the status date for the item could be updated to the current date when the status is changed would be ideal for an audit trail.
Guest 3 months ago in Submittals 1 Planned

RFI report with all attachments

For an RFI, I would like to have the function of having all attachments and linked correspondence to be included with I run the report to print off. As of right now I have to run the report and then download attachments separately and combine them...
Patrick Wolf 5 months ago in RFI / UI User Interface Enhancements 1 Future consideration

Compatibility with Newforma

Majority of the Architecture firms we work with use Newforma as a document management software. Procore had a plug-in that worked with Newforma making it easier on Architects to forward submittals/RFIs to their engineering team. It would be helpfu...
Genevieve E 8 months ago in New Product Integration / Open API / RFI / Submittals 1 Future consideration

Add draft option in Submittals and RFIs

I would like it if there was a draft option to RFIs and Submittals so you can draft either document to be ready to go without being visible to anyone who is referenced. Currently with the only options being open or closed, anyone who is referenced...
Guest about 1 year ago in RFI / Submittals / Teamlink Portal (General) 0 Future consideration

Viewing Submittals Organized By Originator In TeamLink Portal

Being able to view all of a projects submittals in the TeamLink Portal by originator would be useful for organizational purposes and ease of access for the users to see which submittals pertain to them as well as the submittal list as a whole. Thi...
Guest 11 months ago in Submittals / Teamlink Portal (General) 2 Already exists

All Project RFIs View In TeamLink Portal

Being able to have access to all of the RFIs through the TeamLink Portal would be useful so that all subcontractors/primes can see any new or useful information. All subcontractors/primes would benefit with this feature because they would be able ...
Guest 11 months ago in RFI / Teamlink Portal (General) 3 Already exists

Add a Notes Field under the Submittals section and include it in report exports

No description provided
Guest 6 months ago in Submittals / UI User Interface Enhancements 3 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 10 months ago in New Email Features & Email Browsing / RFI / Submittals 0 Future consideration

Download Submittals with Annotations

It would be useful to Team Link users if when they download a submittal that the annotations are a part of that download rather than having to view it and then select download with all annotations. Especially since there is no manual for Team Link...
Sondra Hall over 1 year ago in Submittals 0 Future consideration