Correspondence

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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 over 1 year ago in Journals / Leads (Active or Intactive) / Projects (Active and Inactive) 3 Future consideration

1 VOTE

Submittal Renumbering

Add submittal renumbering so that insertions and deletions don't require manual renumbering of every item. Feature would be similar to that the Estimating interface when renumbering Estimate Items: Select all Items. Choose Bulk Action Check Box: R...

Guest 6 months ago in Submittals 0 Future consideration

3 VOTE

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 over 1 year ago in Notifications / RFI / Submittals 0 Future consideration

1 VOTE

Improvements to submittal list

1) Ability to click on each heading to sort by that heading (Submittal #, issue date, subject, originator, etc. 2) Ability to print the submittal list as it appears without having to go to reports.

Guest 6 months ago in Submittals 0 Future consideration

3 VOTE

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

3 VOTE

CC component of ITB function sending you the email with the full CC list.

When bidding for ICAP projects we need proof that the email was actually sent to potentially hundreds of vendors (W/MBE). Having the one email sent to you showing ALL the vendors would be the best proof, and allow us to not have issues when being ...

Guest over 1 year ago in ITB (Invitation to Bid) / Journals 2 Future consideration

1 VOTE

Submittal Edits

It would be very helpful if we can add more line items and edit the current submittal items.

Jessica Carbone 7 months ago in Submittals / UI User Interface Navigation 1 Already exists

1 VOTE

Internal Notes to All Modules

As teams grow, divisions grow and we are working remotely, it is helpful to be able to leave internal notes at every step of the way. Having an Internal Notes section in every module would allow improved communication.

Victoria Edenfield Hurd 7 months ago in Correspondence / UI User Interface Enhancements 0 Future consideration

1 VOTE

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

No description provided

Guest 8 months ago in Correspondence / Project Directory / Project Groups 0 Future consideration

2 VOTE

More import options for Transmittal Items

Currently you can only import Submittals and Drawings to Transmittals. There should be more options in here like SCO's

Jack Speshock over 1 year ago in Transmittals 0 Future consideration

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