Having an issue where any sort, filter or row order change set is lost when I refresh the page. I am asking for a feature to be added in where you can save a specific view or have it stay after the page has been refreshed
Ability to choose the end date rather than just today
When running these reports it is as of the day you run them. Doing analytics sometimes you need a month end date of the prior month or Qtr. Being able to put in dates would be great
Project Type should be a field that is synced into Sage Intacct. Whether that is a field that is created in SCM or a Project Classification can be synced over to Intacct. This field can be used on a lot of reporting in Intacct, so would like it po...
Change Orders - Integrate Initiated by to Change Request Type with Intacct
We would like the initiated by field (or a new field if needed) to be used as a Change Request Type that would then sync over to Sage Intacct to be able to report on in both systems.
Kristina Szczerbinski
4 days ago
in CPR
0
Needs review
Allow Estimate to Add Estimate Cost Codes in Bulk (Select all Under Division/Major/Minor)
Instead of making a client check off all individual cost codes under a division or any other parent level, allow for a bulk select of all costs codes under these levels, that way they can unselect a few if many need to be chosen.
The lock on the document appears even if the documents weren't synced/imported to Intact. The lock should appear only if; the document is synced successfully, you make the Lock manually on the document, or you mark it posted in Accounting Link
Changing "Customers" AKA GCs on leads and/or copying leads for Multiple GCs
Often a job is sent out for bid with Multiple GCs. I need to be able to easily and quickly create multiple leads with the only difference being the GC..in this case the customer. There is no option to copy an existing lead, this would be great. Th...