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Emailing and Email Templates

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Automatic Reminders for overdue items requested from Subs/Vendors/Clients/Architects

It would be nice for Sage to send out auto reminders to vendors that for example, a submittal was due yesterday, and then again the next day until it is marked in the system. I know you can run a report to see whats open and manually send a remind...
Aimee Boehm 11 months ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 1 Future consideration

Outside Emails

IS there a way that we could route outside emails into a project? can we have a project specific email to copy so it will save an email to the project? Or could there be an outlook add in that allows us to save emails and documents within outlook ...
Guest 11 months ago in Inbound Email 1 Future consideration

Auto Add Weather to Daily Logs

Have Weather conditions Auto Populate in Daily Logs
Guest 8 months ago in Daily Log (Daily Report) / Feature Settings / New Email Features & Email Browsing 0 Future consideration

Log of emails that is Sage CM wide for admins to review

To see how many emails were successfully or unsuccessfully sent from & to. If there was an issue with the email address, how many emails were sent to a contact etc. Basically on a mass scale rather per PO or invoice, including outbound emails.
John Masterson 9 months ago in Emailing and Email Templates 0 Future consideration

Add an Outlook, Office 365 and/or Gsuite integration

Allow connection and sending from your own email server so you can see sent record in your own emails and receive bounce back notification when emails are incorrect. Also if someone does email you direct that you can take that email and either thr...
Tim Smith about 1 year ago in New Email Features & Email Browsing 0 Future consideration

Provide a link in emails from SCM that allows employees to open SCM

When a document is sent via any correspondence, team members such as architects and vendors can follow the link to the TeamLink Portal and access the documentation. However, if employees are copied, they can do nothing with that email . It would b...
Guest 12 months ago in Contacts / Inbound Email / User Properties 8 Future consideration

Alert-New Insurance Cert Uploaded via Portal

Would like an alert to be triggered when a sub uploads a new insurance certificate and/or license via the Teamlink portal so the user knows this has happened and can review it.
Sue Parker 11 months ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 0 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 5 months ago in New Email Features & Email Browsing / RFI / Submittals 0 Future consideration

Sent Email Details - Message Content & Attachments

Currently, there is no record in Sage that shows users the content of the message that was sent or any attachments that may have been included. Even if you happened to be copied on the message that was sent, this still means you need to try to tra...
Jessica Whyde about 1 year ago in New Email Features & Email Browsing 1 Future consideration

Daily Logs

As owners, its nice to get an email of the daily log once its inputted into the app from the field vs me having to go get it and see if its there yet.
Frank Cardone about 1 year ago in Daily Log (Daily Report) / New Email Features & Email Browsing 0 Future consideration