Sage Construction Management Ideas Portal
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Emailing and Email Templates

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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 10 months ago in New Email Features & Email Browsing 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 11 months ago in New Email Features & Email Browsing 1 Future consideration

Automatically Link Proposal to Estimate Linked Files when "Emailing PDF" of Proposal

When emailing a proposal through the estimating module, it would be desirable to have the sent proposal letter automatically linked to the corresponding estimate. In the Estimate Property Details page, it would also be desirable that the details o...
Carl Lyles 4 months ago in New Email Features & Email Browsing / Proposals, Reports, Logs, Exports 0 Future consideration

Trigger Lien Waiver emails to subcontractors under certain conditions

Currently, getting unconditional lien waivers is tough for us. We use QuickBooks desktop and sync payment details to Sage CM with SageLink. It would be fantastic if, after a payment sync, a designated Sage CM user gets an alert saying, "These subi...
Trina Lapena 11 months ago in Lien Waiver / New Email Features & Email Browsing / Subcontract Invoices 0 Future consideration

Submittal - Auto update the responsible company field

When using workflow for a submittal. The responsible company field should auto update with who is set to approve the submittal.
Jack Speshock 7 months ago in New Email Features & Email Browsing / Submittals 0 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 11 months ago in Daily Log (Daily Report) / New Email Features & Email Browsing 0 Future consideration

Emailing Purchase Orders to our employees

Currently you can email a purchase order to a vendor. What is lacking is the ability to be able to email the approved purchase order to our Superintendents so that they can either pick up goods or order the materials etc.
Guest about 1 year ago in Email Templates (includes custom template) / Emailing and Email Templates / Purchase Orders / UI User Interface Enhancements 1 Future consideration

Customize automatic email subject line

Referencing the Project # and Not the Project Name in the email subject line is somewhat useless, since it is not immediately recognized by most parties and is only relevant to contractor. And why does it need to automatically say "communication f...
Aimee Boehm 12 months ago in Email Templates (includes custom template) 1 Future consideration

Would be nice if we have an option to send email directly from sage when payment is release to the subcontractor

No description provided
Guest 12 months ago in Lien Waiver / New Email Features & Email Browsing / Subcontract Invoices 0 Future consideration

Add email history to all areas of system

Similar to in purchase orders where there is a sent emails section, we need that added to all areas that can be emailed. IE Assigned Tasks in Scheduling
Jack Speshock 10 months ago in New Email Features & Email Browsing / Project To Do / Schedules (Gantt Chart) 3 Future consideration