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Email Notifications

Showing 11 of 174

Ability to control email notifications by user or role

We have several team members that need to be part of a project, but do not need to handle the day-to-day management of the subcontracts/billings. Please add the ability to set email notifications by user (and/or by role) for more tasks. The amount...
Christine Schmidt 9 months ago in Email Notifications 0

Give ability to control frequency of compliance notifications

For compliance notifications, it would be helpful to have the ability to control the frequency of notifications, specifically the Expiration Advanced Warning. Currently, a notification is sent each day beginning 30 days prior to expiration of a do...
Ann Youngberg 3 months ago in Email Notifications 0

Turn off / control notices we want to see

It would be nice to be able to customize which notices we get as individual users. I get notices for every change, big or small, every compliance document expiring, etc. and it would be nice to be able to control what notices we get and don't get ...
Guest 2 months ago in Email Notifications 0

update email option

i had to reload my notary information, i couldnt delete my own user and i had a new email address - so i had to jump through hoops to just get my email updated. a simple task that caused lots of extra work and is still not complete because i have ...
Guest 23 days ago in Email Notifications 1 Planned

Have a button for a subcontractor to request the contractor to archive old projects!

Our Active projects list is getting huge because contractors haven't archived projects that have been over for years. PLEASE put a request button to click to send an email to request the contractor archive the old project, so it will come off our ...
Wendy Dyer about 1 month ago in Email Notifications 0

Auto Generated Email Language for Invoices processing for Payment

The General contractor should be able to modify the wording of the email notification so that it is applicable for our policies and timeline to align with our subcontracts. The internal timeline of closing out the accounting month and issuing paym...
Guest 5 months ago in Email Notifications 0

Update Retainage Release notification

When Retainage is released, Triemble Pay automatically emails the subcontractor and states "Retainage has been released, please log in to submit your payment". This waste everyones time as the sub then logs onto Triemble Pay only to find out they ...
Guest 9 months ago in Email Notifications 1

Add rejection to Document Preferences

Please add a notification option for rejected pay apps to the Document Preferences tab.
Cindy DiCosola 4 months ago in Email Notifications 3

Notify Accountant When Invoice Is Submitted

The Accountant role should receive a notification when an invoice is submitted and/or approved. I do not see another way of monitoring the status of the invoice. Any notifications only go to the Approver. Currently I click on each job to see the s...
Guest 9 months ago in Email Notifications 1 Already exists

Subcontracts marked "Contract Complete"

11:49:54) Shella: Thank you. (11:50:54) Shella: Can I ask another question? (11:51:49) Emily Gutoski: I spoke to our team and it looks like the ERP# is from your integration so we can identify issues a little easier. (11:52:00) Emily Gutoski: Yes!...
Guest 5 months ago in Email Notifications 1