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Emailing and Email Templates

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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 about 1 year ago in Emailing and Email Templates 0 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 over 1 year ago in Inbound Email 1 Future consideration

Ability to save on the "Email Bid Invitation" Screen (ITB)

It would be helpful to be able to save and ITB email in progress. Once you select your vendors from the ITB page and click "Send Invitation", there is no way to save on the "Email Bid Invitation" screen. Just today, I was in the middle of sending ...
Marc Macialek 5 months ago in ITB (Invitation to Bid) / New Email Features & Email Browsing 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 over 1 year ago in New Email Features & Email Browsing 0 Future consideration

Auto Add Weather to Daily Logs

Have Weather conditions Auto Populate in Daily Logs
Guest about 1 year ago in Daily Log (Daily Report) / Feature Settings / New Email Features & Email Browsing 0 Future consideration

Option to turn off workflow emails

Some administrators are getting more emails than they would like from the workflows. It would be nice to have a way to turn off the automatic emails.
Guest 5 months ago in Contracts and Procurement Workflow / 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 over 1 year 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 over 1 year ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 0 Future consideration

Procurement Push Notifications for other users

We manage the accounting system (QBO) and AP processor for our client. When bills and sub invoices are added to SCM, we review and sync over to the accounting system and AP processor so that the bills can be paid. Since the client manages the proj...
Guest 2 months ago in Alerts and Calendars / New Email Features & Email Browsing / Notifications / Teamlink User Roles 1 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 over 1 year ago in New Email Features & Email Browsing 1 Future consideration