Have periods closed in SageIntacct sync to SageCM to not allow transactions to be entered into a closed period in SageCM. This will help prevent sync errors when POs, Subcontracts, etc. are being entered using a date in a closed period.
Additional disciplines need to be added for drawing upload descriptions. At a minimum, there should be ones that say MECHANICALS COMBINED, FIRE PROTECTION, TECHNOLOGY, INTERIORS, and FOOD SERVICE. These are common everyday designations for drawing sets in the construction industry.
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.
Can we add a Linked Files Section to our Schedules Module? For GC's they could save schedules as they modify, and for subcontractors they can attach GC schedules they receive for reference.
Allow module names to be changed to fit the nomenclature a particular company or industry uses. For example, the companies we work with refer to change proposal requests (CPRs) as change order requests (CORs).
Currently, when you send the email meeting invite, you have to go to the attendee's list, manually flag who has been invited, and enter the invite date. Can this be automated so that when sending an invite email, it flags the attendees as invited?
It would be useful to Team Link users if when they download a submittal that the annotations are a part of that download rather than having to view it and then select download with all annotations. Especially since there is no manual for Team Link...
Sondra Hall
over 1 year ago
in Submittals
0
Future consideration