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Send RFI, Instruction from Project Groups

Having the Project team groups as an option in the contact list for a project so we can send all correspondence to a Project team group instead of induvial clicking them or a separate message for each contractor . e.g. RFI's, Transmittal, issues,
Brendon Rohde 11 months ago in Project Groups / RFI 0 Future consideration

Bill Type Equivalent for Sub Invoices

We use Bill Types to identify whether or not a bill has already been paid or if it still needs to be paid. This helps prevent duplicate payments when syncing the bills to our AP processing system. It would be helpful to have a Bill Type field in S...
Guest about 1 month ago in Subcontract Invoices 2 Already exists

Prime Contracts - Add new field for customer PO #

No description provided
Norman Wendl 6 months ago in Custom definable Fields / Prime Contracts 4 Planned

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 3 months ago in New Email Features & Email Browsing / RFI / Submittals 0 Future consideration

Add Warning Banner When Viewing a Drawing's Previous Version

A warning banner should be shown while viewing a drawing's prior version, so you know you are not looking at the latest version of a drawing
Guest about 1 year ago in Drawings 0 Future consideration

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

No description provided
Guest about 1 month ago in Correspondence / Project Directory / Project Groups 0 Future consideration

Save Filtered Views

I have noticed that when you are on certain list view, you can select columns, filter and set the order of records presented, but if there is a view that you prefer, you have to make those selections each time. I would be great if you can save and...
Henry Lubas about 1 year ago in Other 0 Future consideration

Add ability to add backup to esign documents

When sending an estimate via e-sign feature it would be nice if you could attached supporting documents if needed.
Guest 10 months ago in eSign (including DocuSign) / Linked Files (Projects) 0 Future consideration

AP pulling into AR billing automatically.

We are needing the subcontract invoices and bills to pull into the AR billing automatically.
Guest 10 months ago in Cost Plus With GMP / Cost Plus Without GMP / Subcontract Invoices / Vendor Bills 0 Future consideration

lead activity track

I would like to see if we can add some extra date entry options to Leads, it would be nice to add an Activity section so we can have a running timeline of outreach and what that outreach/meeting was about. Another helpful could be a Notes Section ...
Guest about 1 month ago in Correspondence / Leads (Active or Intactive) 0 Future consideration