Sage Construction Management Ideas Portal
ADD A NEW IDEA

Contact Management

Showing 4

Project Directory to not Carry across Projects

I have a big company, and most of my subs are big companies. However, each project only uses about 3 people from each company. So right now I have to go through all these people, just because they and their company are on other projects. The proje...
Preston Sciarrillo 2 months ago in Contacts / Project Directory 2 Already exists

Add contact to lead without having to add a new company

It is very common to need to add a new contact to an existing company when creating a lead. Currently the lead directory only allows for the addition of new companies and new contacts. This led to duplicate companies being created in our system. I...
Carl Lyles 4 months ago in Contacts / Lead Directory 5 Already exists

Add permanent notes in inclusion section for sub-contract

To add requirement for liability insurance and Work Compensation
Guest 11 months ago in Companies / Compliance 1 Already exists

Access PO's and Bills from Vendor/Company Profile

DISREGARD - I found out how to get there. From an overall perspective, it would be helpful when you're in a vendor's "Company Profile" to be able to see PO's and/or Bills that might apply to that vendor across all projects. Seems like it would be ...
Beverly McKay 12 months ago in Contact Management 1 Already exists