Permit expiration is not a column that can be added to the Permits list inside Projects. This is the most important information regarding permits for clients, why would this not be a field to choose as a column.
Expand Mileage Feature to allow push to QBO or other linked Accounting programs
It would be helpful if you could expand the Mileage feature under Time & Expenses to allow a push to either a "Supplier Bill", or, preferably, directly to the Employee Payroll Item as a matching reimbursement field. Some ideas:
Add a mileage...
In Leads under "Drawings" which we organized the drawing titles which we renamed to name "Addendum1" . When we link the documents to the Access Portal to the Vendors the renamed titles and Drawing numbers are not noted. In the Access Portal the do...
Some bigger projects have multiple folder/documents(Docs, PDF, CAD). if we were able to organize subfolders within the Drawings/Specifications section under Leads it will be easier navigate for the vendors
Architects can edit responses and eliminate the previous history of the first response issued. Can not track appropriately when responses are received if they can be changed at a later date. This is dangerous because if we go off the original resp...
Bryan Shirota
12 days ago
in Submittals
0
Needs review
Have the ability to view and reply to anything within SCM through Outlook or Email without having to click into the Portal or SCM. Also consider an approval button that could act as a virtual signature/approval via email.
Once a Lead or Project is created, it would be nice to have the option to post the project to a general hub where everyone who has Sage would be able to view the project and submit a bid if they are interested. This would be beneficial to both par...