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Emailing and Email Templates

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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 about 1 month ago in Alerts and Calendars / Meetings / New Email Features & Email Browsing / Safety Meetings 3 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 15 days ago in New Email Features & Email Browsing / Proposals, Reports, Logs, Exports 0 Future consideration

Log of emails that is Sage CM wide for admins to review

To see how many emails were successfully or unsuccessfully sent from & to. If there was an issue with the email address, how many emails were sent to a contact etc. Basically on a mass scale rather per PO or invoice, including outbound emails.
John Masterson 3 months ago in Emailing and Email Templates 0 Future consideration

Auto Add Weather to Daily Logs

Have Weather conditions Auto Populate in Daily Logs
Guest about 1 month ago in Daily Log (Daily Report) / Feature Settings / New Email Features & Email Browsing 0 Future consideration

Automatic Reminders for overdue items requested from Subs/Vendors/Clients/Architects

It would be nice for Sage to send out auto reminders to vendors that for example, a submittal was due yesterday, and then again the next day until it is marked in the system. I know you can run a report to see whats open and manually send a remind...
Aimee Boehm 5 months ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 1 Future consideration

teamlink invite time out too short

Can we lengthen or get rid of the the timeout completely for the initial login of teamlink? the 120 minutes is not enough time for many of my clients vendors.
Guest 19 days ago in New Email Features & Email Browsing / Teamlink Portal (General) 0 Future consideration

Provide a link in emails from SCM that allows employees to open SCM

When a document is sent via any correspondence, team members such as architects and vendors can follow the link to the TeamLink Portal and access the documentation. However, if employees are copied, they can do nothing with that email . It would b...
Guest 6 months ago in Contacts / Inbound Email / User Properties 8 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 5 months ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 0 Future consideration

Outside Emails

IS there a way that we could route outside emails into a project? can we have a project specific email to copy so it will save an email to the project? Or could there be an outlook add in that allows us to save emails and documents within outlook ...
Guest 5 months ago in Inbound Email 0 Future consideration

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 6 months ago in New Email Features & Email Browsing 0 Future consideration