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Alerts and Calendars

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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

Automated Submittal email notifications

When a submittal is created, the system should have the ability to sent out email notificatons automatically each day until the responded responds to the submittal.
Blesson Mannil 4 months ago in Alerts and Calendars / Notifications / Submittals 1 Future consideration

Add columns modifications to alerts

In the alerts landing page, alerts only list minimal information. There are somethings that could be modified like allowing users to show the project name, not just the project ID.
Sean Coffman 18 days ago in Alerts and Calendars / UI User Interface Enhancements 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

Summary of Approvals (Bills)

It would be ideal if Project Managers could have a dashboard with a summary of all approval requires. Currently, a project manager needs to browse each job to see all pending bills and approve individually. A dashboard on the homepage listing all ...
Guest 19 days ago in Alerts and Calendars / Contracts and Procurement Workflow / Vendor Bills 0 Already exists

Automatic emails/notifications

Many ask for auto notifications of an email. Example email sub that COI expires in 7 days. Auto notification that their bill is due the 25th of the month. Auto email that a document RFI/submittal is past due. Many, many requests for these type of ...
Sue Parker 7 months ago in Alerts and Calendars / Compliance / Notifications / RFI / Submittals 1 Future consideration

WORKFLOW EMAIL ALERT TO INITIATE

Can we setup in the system that the person that initiate the approval get notify when the document is approved? Right now we can see the status of the document in the main home page that we have the section for “Alert”/ “Workflow”. The person that...
Guest about 2 months ago in Alerts and Calendars / Contracts and Procurement Workflow 1 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

Users push notifications

Admins should be able to enable/disable push notifications for users. If you have 20 people on an hour team and everyone should receive push notifications, there is no reason why the admin should easily do it for all the workers.
Guest about 2 months ago in Alerts and Calendars / User Properties / User Security Roles 4 Unlikely to Implement

Alert notification bubbles

Anyway to get notification bubblies like we do up in our alerts at the top right hand corner, on the Home screen so you know you have actionable in the Alerts, Workflow, or E-sign areas?
Guest 26 days ago in Alerts and Calendars / Notifications 1 Already exists