Sage Construction Management Ideas Portal
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New Email Features & Email Browsing

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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 about 1 year ago in New Email Features & Email Browsing 0 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 11 months ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 0 Future consideration

Submittal - Automatically send Originator email notification when there is an update to submittal

Currently when a respondent replies to a submittal or rfi the coordinator has to go to actions > send response to originator. We would like an automated email to go to the originator letting them know that there was a response.
Jack Speshock 5 months ago in New Email Features & Email Browsing / RFI / Submittals 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 about 1 year ago in New Email Features & Email Browsing 1 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 about 1 year ago in Daily Log (Daily Report) / New Email Features & Email Browsing 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 about 1 year ago in Lien Waiver / New Email Features & Email Browsing / Subcontract Invoices 0 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 7 months ago in New Email Features & Email Browsing / Proposals, Reports, Logs, Exports 0 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 about 1 year 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 about 1 year ago in New Email Features & Email Browsing / Project To Do / Schedules (Gantt Chart) 3 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 5 months ago in New Email Features & Email Browsing / Notifications / Workflow 1 Already exists