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    Merge Lead Page and Project page for streamline Lead-Estimate-Project Creation

    I think it would be simpler to create the project from the lead page. I should be able to create a lead, then estimate, then project.. but instead i have to create the project separately then reference the lead and/or estimate.
    Guest about 1 month ago in Projects 2 Future consideration

    Add superintendent to contact options on project

    Several clients have asked for this as the superintendent is a key requirement on reporting and filtering.
    Matthew Carlisle 5 months ago in Contracts and Procurement Workflow / Project Directory / Projects 1 Future consideration

    Attachments to transfer to Intacct

    Please add integration for any attachments that are uploaded in SCM to download into Intacct. Having to upload them twice is redundant and causes a lot of extra work that can be automatized. Sage has other products that do this already like FYLE t...
    Irina Sirotkina 7 months ago in Accounting Link for Sage Intacct / Document Viewer / Linked Files (Projects) 2 Future consideration

    Automatic Lead/Project Numbering

    With our previous platform, we had the ability to have a sequenced project numbering for Leads/Projects but in SCM it all needs to be manually typed out. It would be really helpful to have this auto-sequenced somehow. In addition, it would be usef...
    Dario Tomic about 2 years ago in Leads (Active or Intactive) / Projects (Active and Inactive) 2 Future consideration

    Add folder structures to store files in Leads/Projects

    It would be really useful to be able to organize linked files to a lead/project using folders. Having a view where we can create folders/subfolders and add files in those folders would be really useful from an organization standpoint. Right now, t...
    Dario Tomic about 2 years ago in Projects 3 Future consideration

    Downloading/viewing linked files from the app

    In the app, you can see linked files (attachments) exist, but you cannot open them. Being able to review submittal/RFI comments on the app would be beneficial in the field.
    Graham J about 1 year ago in Linked Files (Projects) / Sage CM Mobile 4 Future consideration

    Update Project Ship To address from Job Address in SCM

    Currently, the Job Address does not sync over into Intacct. If there was a way to have the Ship To address updated on the Project record in Intacct, that solves a lot of manually work arounds.
    Jo Steiner over 1 year ago in Accounting Link for Sage Intacct / Projects (Active and Inactive) 2 Future consideration

    Create project using an upload template

    Creating the project manually is time consuming to our clients. Being able to upload would provide a great solution to a regular request.
    Matthew Carlisle 4 months ago in Projects 0 Needs review

    Job Set Up-Internal Stakeholders Customizable Roles

    It would be nice if you could customize or modify the roles under "Internal Stakeholders" when initially setting up a job. Current options are "Sales Contact", "Bid Contact", and "PM Contact". For some companies, this would all be the same person,...
    Molly Toledo over 1 year ago in Contracts and Procurement Workflow / Projects (Active and Inactive) 7 Future consideration

    Internal Access to Specific Projects

    Clients want to be able for their internal team to be able to view specific projects and not have access to viewing all projects by having the feature access. Needs to be more limitations to the internal view.
    Guest 9 months ago in Projects / User Properties / User Security Roles 1 Already exists