Sage 300 CRE - Mobile RFIs Video Lecture - A detailed Guide to SAGE 300

when a concern arises that needs
clarification you can initiate an RFI
and send it to the necessary parties
in this lesson you learn how to set up
email settings for sage construction
central and how to work with RFI's
email configurations come from your Sage
300 construction or real estate software
in the mail settings tab of options this
is a global setting that applies to all
users
when you email an RFI through stage
construction central it is sent from the
email account defined in mail settings
but the from shows the email address in
the RFI this way when the recipient
replies to the RFI it will be addressed
to the from email address
from the homepage you can use the click
Add button to create a new RFI you can
also do so from the RFI's page use the
menu to jump to that page
or click the unanswered RFI's tile
when you're on the RFI's page you can
click this button to create a new RFI
fill out the details on this form
you
specify to whom this RFI is for start
typing the company or contact name to
find it from the 300 cre address book or
use the advanced contact finder if you
have the security permissions you can
even add a new contact
you
when you're done filling out the form
click Save
if you add attachments or notes to the
RFI remember to save again your actions
for this RFI include emailing it or
generating it as a report in a PDF
format the format of the report is based
on the design in your project management
settings if you choose to email it a PDF
of the RFI plus any attachments for the
RFI will be included with the email as
attachments
let's choose to send the RFI through
email
notice there's one attachment this is
the PDF of RFI complete any missing
information for sending the RFI for the
from to in CC areas you can use a
contact from your address book or type
in the email address remember no matter
what email address you use in the from
the email is always sent from the email
account that set up in options in 300
construction and real estate
you
when you're done click send
when you get a reply you can open the
RFI and expand the answer area to enter
their response and if appropriate you
can mark the RFI as closed let's go back
to the RFI page you can jump to it from
the menu on the left or click the RFI
text at the top of the page
use the filters to determine which RFI
as you can see on this page you can
choose to show RFI's for a specific job
or for all the jobs or ones that are
open or closed if you don't need to see
all the columns you can use show high to
control which ones appear
uncheck the columns you don't need to
see if you're looking for a specific RFI
try using search type in any text and it
will search for matches in the columns
on this page for any RFI use the View
button to open it or click the ellipsis
for more actions