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Emailing and Email Templates

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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 16 days ago in Contracts and Procurement Workflow / New Email Features & Email Browsing 0 Future consideration

Adding Outlook calendar invites to the Meeting Invitation

When a CM Meeting is sent there is no Outlook invite sent along with it to add to the desktop outlook calendar. I receive similar links from ProCore when getting invites from other contractors.
Guest 7 months ago in Alerts and Calendars / Meetings / New Email Features & Email Browsing / Safety Meetings 3 Future consideration

Email checklists

Allow to email the checklist assignment to the assignees.
Guest 21 days ago in Alerts and Calendars / Checklists / New Email Features & Email Browsing / Notifications 0 Future consideration

Daily log upload a custom email template

Currently there is no ability to upload a custom email template for a daily log. For every other module where you have the ability to email from, you can do a custom email template to match your company's desired font, signature, logo etc but with...
Tim Smith 2 months ago in Daily Log (Daily Report) / Email Templates (includes custom template) 1 Planned

Daily Log - Ability to email from Sage CM Mobile App

Be able to send daily log detail report from the sage cm mobile app.
Jack Speshock 5 months ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / New Email Features & Email Browsing 0 Future consideration

ITB > individual emails

Hi, it would be great to email specific trades individually during the bidding process.
Guest 14 days ago in ITB (Invitation to Bid) / New Email Features & Email Browsing 1 Future consideration

Invoice Approval - Being Able to Add Comments When Approving via Email

When you approve through the mobile app or the desktop browser you see an approved and a reject button. When clicking on those, a window displays a comment field to type into. It would be helpful if you approved through the email notification that...
Adam Clark 2 months ago in Contracts and Procurement Workflow / New Email Features & Email Browsing / Notifications 0 Future consideration

Allow scheduled reports to be emailed

Clients should be able to select a contact/ user and have a report prebuilt/ filtered and then schedule that report to run and then send (via email) to the designated contact. This would help automate their reporting and communication standards.
Patrick Sheppard about 2 months ago in New Email Features & Email Browsing / Reporting / Analytics 0 Future consideration

Multientity Email Templates

Be able to have a drop down to choose which entity the project is assigned to and then for email templates (whether its standard or custom) to be defaulted to that entity in scm
Ariel Johannes 6 months ago in Companies / Contacts / Email Templates (includes custom template) / Templates & Reports 1 Future consideration

Submittal - Auto update the responsible company field

When using workflow for a submittal. The responsible company field should auto update with who is set to approve the submittal.
Jack Speshock 9 months ago in New Email Features & Email Browsing / Submittals 0 Future consideration