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New Email Features & Email Browsing

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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 - 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 15 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

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

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 11 months ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 1 Future consideration

Auto Add Weather to Daily Logs

Have Weather conditions Auto Populate in Daily Logs
Guest 7 months ago in Daily Log (Daily Report) / Feature Settings / New Email Features & Email Browsing 0 Future consideration