Sage Construction Management Ideas Portal
ADD A NEW IDEA

Emailing and Email Templates

Showing 34 of 843

Default Email Template - Include Recipient Email Address

When using the default email template to send purchase orders, subcontracts, SCO's, etc. the recipient's email address is not included within the contact information or PO information (sample snip attached). The only way to get this information in...
Jessica Whyde over 1 year ago in Email Templates (includes custom template) 0 Future consideration

Default Email Signature - Individual's Business Phone, not Main Company Record Phone #

Currently, the default email template populates the Business Phone number field from the generic phone number listed in the company record, rather than from the Business Phone number field listed under the individual's record, in each signature li...
Jessica Whyde over 1 year ago in Companies / Contacts / Email Templates (includes custom template) 5 Future consideration

Notifications pending Bills and Sub Invoices

Send a email push notification to Project Managers/Approvers that there are pending bills and subinvoices that need to be approved.
Guest 10 months ago in New Email Features & Email Browsing / Notifications / Workflow 1 Already exists

Account or User Property to cc oneself when sending emails from Sage CM

No description provided
Norman Wendl 12 months ago in New Email Features & Email Browsing / Settings / User Properties 0 Future consideration