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    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

    Add OCR to Drawings and Specs

    One feature that would be really useful is to have OCR capabilities added to imported drawings and specs that would automatically pull out the Spec Section #, Name, and Submittal Requirement from the PDF automatically. This would be a big time saver!
    Dario Tomic about 2 years ago in Projects 1 Future consideration

    Ability to "favorite" projects

    On the project overview page it would be nice to be able to favorite projects and have them appear in the "jump to" drop down. As an admin I need access to all projects but there are certain ones our admins oversee regularly and faster access woul...
    Kenani Brandon about 2 years ago in Favorites / Projects (Active and Inactive) 1 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

    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

    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

    Custom Fields - Companies, Contacts, Leads, Projects, Prime Contracts, and Subcontracts

    It would be really helpful to be able to add custom fields to leads/projects records to hold information that is not in the system out of the box. For example, maybe we need to specify a gate code for a project address so that we can make it to th...
    Dario Tomic about 2 years ago in Companies / Contacts / Custom definable Fields / Leads (Active or Intactive) / Prime Contracts / Projects (Active and Inactive) / Subcontracts / UI User Interface Enhancements 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

    Sync Photos from Daily Log to the Photos Tool

    We would like for the photos to automatically appear in the Photos tool when we upload to Daily Log.
    Meredeth Dotson almost 2 years ago in Daily Log (Daily Report) / Linked Files (Projects) / Photos 2 Future consideration