All ideas

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...

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.

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

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.

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...

Create the ability for CO/CPR Percentage Mark Up to auto recalculate if Cost/Sell Pricing is updated after import.

We don't know whether our Team Link partners have successfully received and opened our emails. For example, have our Subcontractors opened Submittals, RFIs, etc. Please provide a list of outgoing emails and the date and time they were received &am...

Similar to Location Rates being used in both Estimates and Timecards on Equiptment. Can we get the same function for Timecard Rates so updating is less of a heavy lift.

Especially with the new updates, we need the ability to choose the default view we prefer, instead of the default view that the company has selected. Ideally, each individual user would be able to set the default view (and filters) they would like...

The job status should be able to be managed in one location and then sync to the other location, whether SCM or Intacct. No one should have to do double entry to close jobs.