Project Directory

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Deleting / Removing Contacts / Employees

Removing former employees and contact management contacts. People leave companies, the inability to remove contacts because they are linked to meeting minutes, subcontracts etc. is not effective or helpful.

Guest 8 months ago in Contacts / Employees (Active or Inactive) / Project Directory 3 Future consideration

1 VOTE

Add Companies to Project from Company Profile Page

You should be able to select a company in the contact management page and manage the projects they are on. To have to go through each individual project they are on and add them to each one is tedious and inefficient.

Guest 2 months ago in Companies / Contacts / Project Directory / UI User Interface Enhancements 0 Future consideration

2 VOTE

PROPOSED STOCK LOG REPORT: Be able to print an entire project directory with: Company Name, Contact Name, Phone Number, Type (cell, office, etc.) and email address of every contact on the project without having to look them up individually.

Why is it useful? Can you imagine printing every individual sub out, one at a time, on individual pages? No, we need a simple complete list. It should also be able to include permit numbers and inspection request phone numbers.

Guest 4 months ago in Log Style Reports / Project Directory 1 Future consideration

6 VOTE

Allow removal of a contact from the Project Directory

Would be very useful if we could delete contacts from the project directory that are no longer relevant to the project. Currently, if a vendor bid on a portion of a project, they remain for all eternity in the project directory even if they are no...

Guest about 1 year ago in Project Directory 0 Future consideration

3 VOTE

Add "responsible contacts" to checklist from internal/master contact list and auto-update lead/project directory

There are multiple potential solutions to the issue at hand here, I am merely presenting a solution that seems logical from an end-users perspective. As stated in SAGECM-I-553, we utilize checklists for many internal workflow related items. In doi...

Carl Lyles 8 months ago in Checklists / Project Directory 0 Future consideration

2 VOTE

Project Directory to not Carry across Projects

I have a big company, and most of my subs are big companies. However, each project only uses about 3 people from each company. So right now I have to go through all these people, just because they and their company are on other projects. The proje...

Preston Sciarrillo 5 months ago in Contacts / Project Directory 2 Already exists

3 VOTE

Project team view in team links needs to show e-mail address

No description provided

Guest 11 months ago in Contacts / Project Directory 1 Future consideration

3 VOTE

Add project directory to favorites

Project directory is not available to be added as a favorite

Jack Speshock 11 months ago in Project Directory / User Properties 0 Future consideration

3 VOTE

New Wizard to notify external team members about Drawing and Specification Revisions using the Journals feature

Wizard Steps: Enter Email Subject and select Journal Type (eg. Drawing Rev Notification) Select one or more drawing files (eg. PDFs) Select one or more specification files (eg. PDFs) Select one or more recipients using Lead Directory, ITB Director...

Norman Wendl about 1 year ago in Alerts and Calendars / Drawings / Lead Directory / Notifications / Project Directory / Specifications 0 Future consideration

1 VOTE

Make project groups able to to be copied from a different project

No description provided

Guest 5 months ago in Correspondence / Project Directory / Project Groups 0 Future consideration

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