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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 over 1 year ago in Project Groups / RFI 0 Future consideration

Option to turn off workflow emails

Some administrators are getting more emails than they would like from the workflows. It would be nice to have a way to turn off the automatic emails.
Guest 4 months ago in Contracts and Procurement Workflow / New Email Features & Email Browsing 0 Future consideration

Time Expense & Misc .Expense Log View - add columns for Sub Total and Sale Tax

We track the Sales tax and the total would be nice to see the columns.
Guest 6 months ago in Misc. Expenses / UI User Interface Enhancements 1 Future consideration

Add project location for work orders and subcontracts

being able to have project locations for home builders or other industry for example bathroom, kitchen, mudroom, etc. to be added to work orders and subcontracts and trhoughout the workflow for visibility in the project
Ariel Johannes 8 months ago in Locations / Procurement / Work Orders 0 Future consideration

Dynamic Filtering of Active Leads & Projects

In setting access to a user's Leads & Projects, it would be desirable to have dynamic filters applied so that the system automatically added leads and projects based upon the filter criteria selected. The goal would be to eliminate the need to...
Carl Lyles 11 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 2 Future consideration

Intuitive one screen estimating

Could we get an estimating module that is not a chore to use. One screen or less as a moto. Currently, to enter one line item on an estimate it takes 4 different screen and windows before you are able to enter a price. And you have to do this for ...
Ben Walters 4 months ago in Estimating Items / UI User Interface Navigation 0 Future consideration

Sending Meeting Agendas to Team

Please add an option to send a meeting agenda to to the team/attendees instead of just an "invite". The agenda would go to the attendees emails so participants can review before and during a virtual meeting.
Genevieve E 7 months ago in Meetings / Safety Meetings 1 Future consideration

Job Address and Email Address Visibility in Prime Contracts

Currently you have to go into "Edit" mode to see the job site address for a Prime Contract. For those who need to see it and may not have access to edit records, it would be helpful to have it visible in the Prime Contract Information Screen at th...
Dawn Parents over 1 year ago in Prime Contracts 2 Future consideration

Have projects on company profile within Contact Management

It would be nice to have a list of projects that a company is assigned (like a simple log report). This will help out with our client's and their understanding of their different companies. This may also open up other report options for contact ma...
Patrick Sheppard 3 months ago in Companies / Projects (Active and Inactive) / UI User Interface Enhancements 1 Future consideration

Have the customer show on the Project

Currently the only places to see what customer is attached to the Project is through the Project Directory and Prime Contracts; it would make a number of my client's lives easier if they could review the customer on the project selection menu, or ...
Patrick Sheppard 3 months ago in Client Contract Admin / Projects / UI User Interface Enhancements 2 Future consideration