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Correspondence

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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 11 months ago in Submittals 1 Future consideration

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 over 1 year ago in Comply Notices / Issues 2 Already exists

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 8 months ago in Correspondence / Leads (Active or Intactive) 0 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 over 1 year ago in RFI 0 Future consideration

Add a messaging application for internal project use

Instead of having to use external messaging applications (imessage, WhatsApp, Slack, etc) have an internal messaging app so the communication stays within the system and can be referenced in future if required.
Guest about 1 year ago in Journals / New Product Integration / UI User Interface Enhancements 2 Future consideration

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 over 1 year ago in Correspondence / Submittals 1 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 over 1 year ago in Submittals 0 Future consideration

allow correspondece to attach link w/o extra step

currently in order to link a journal, RFI or submittal record it would first have to be saved as a PDF/DOC linked file. If that record was auto saved as a linkable file it could remove this extra step
Guest about 1 year ago in Journals / Linked Files (Projects) / RFI / 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 over 1 year ago in Journals / Subcontract Invoices / UI User Interface Enhancements 1 Future consideration

Create a CPR, CO, or SCO from an Correspondence > Issue

Issues have an Financial Impact field that acts as an estimate or sorts. This could easily convert to a CPR, CO, or SCO. This would also provide a continuous connection to supporting correspondence and documentation for the CPR, CO or SCO.
David Holler over 1 year ago in Issues 0 Future consideration