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Submittals

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Submittal Item Additional Tracking Fields

Would it be possible to add the following fields: Release Date, Estimated Ship Date, Actual Ship Date.
Adam Clark 3 months ago in Submittals 2 Already exists

Ability to pull Purchase Order Items into Submittal Items

Some handy fields already exist on each submittal item. It would be incredibly useful if you were able to pull in approved purchase order items into the submittals (similar to daily logs). Additionally, could the Actual Delivery Date field be a ty...
Adam Clark 3 months ago in Purchase Orders / Submittals 0 Future consideration

Improved Accessibility of RFI and Submittals for Entire Project

In our World, it is important that the entire project team (all vendors) are able to see all of the projects RFI's in the portal. A lot lot of the times, other trades that are not the originator or respondent are affected by an RFI answer, so they...
Guest over 1 year ago in RFI / Submittals / Teamlink Portal (General) / User Properties 1 Already exists

Add "Due Date", "Sent Date", and "Ball In Court" to Submittal Column Options

Add "Due Date", "Sent Date", and "Ball In Court" to Submittal Column Options
Meredeth Dotson over 1 year ago in Submittals 3 Future consideration

Provide a notification to the CC’d members when the submittal has be responded to.

Please adjust the settings within SCM to provide a notification to the CC’d members when the submittal has be responded to and posted.
Guest over 1 year ago in Notifications / Submittals / UI User Interface Enhancements 3 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 about 1 year ago in New Email Features & Email Browsing / Submittals 0 Future consideration

Automatic emails/notifications

Many ask for auto notifications of an email. Example email sub that COI expires in 7 days. Auto notification that their bill is due the 25th of the month. Auto email that a document RFI/submittal is past due. Many, many requests for these type of ...
Sue Parker over 1 year ago in Alerts and Calendars / Compliance / Notifications / RFI / Submittals 1 Future consideration

Add "Status" Column to Submittal List

It allows for better tracking of outstanding submittals
Guest over 1 year ago in Submittals 1 Future consideration

Submittal notifications for cc'd recipients

The submittal notifications for cc'd recipients reads as if the cc'd recipient is required to respond. The notification should list the required responder after Attention and include a list of cc'd individuals. The email to cc'd recipients should ...
Nina F 7 months ago in Response Workflow / Submittals 0 Future consideration

Automated Submittal email notifications

When a submittal is created, the system should have the ability to sent out email notificatons automatically each day until the responded responds to the submittal.
Blesson Mannil about 1 year ago in Alerts and Calendars / Notifications / Submittals 1 Future consideration