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VISIBLE NOTES SECTION FOR PROJECTS AND LEADS

A running NOTES section visible from Project or Lead home pages. Used to add running (dated) project notes and running notes for Leads where estimators can update. Example: to add the reasons why a lead was not awarded.
Guest 19 days ago in Documentation 0 Needs review

Add ability to upload more than 10 photos on mobile

We have superintendents that are using the mobile app and are taking more than 10 photos of the site on most days. Can we increase the limit to allow more photos to be uploaded at a time. It can be annoying for them to have to do 5-6 separate uplo...
Dario Tomic over 1 year ago in Mobile - Android / Mobile - Apple / Photos 2 Future consideration

Adding Outlook calendar invites to the Meeting Invitation

When a CM Meeting is sent there is no Outlook invite sent along with it to add to the desktop outlook calendar. I receive similar links from ProCore when getting invites from other contractors.
Guest about 1 year ago in Alerts and Calendars / Meetings / New Email Features & Email Browsing / Safety Meetings 3 Future consideration

Add Description to Daily Log Photos

Add a description next to the photo that is uploaded so the reviewer knows the area or what the picture is showing
RJ Delagarza 9 months ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / UI User Interface Enhancements 3 Future consideration

Be able to setup Meetings to be automatically reoccurring

Throughout the life of a project, meetings with the same participants often occur regularly. Since these meetings may take place weekly on the same day and time, please consider adding an option to make them recurring.
Shon Stefan about 1 month ago in Meetings / Safety Meetings 0 Future consideration

Create Next Meeting from Current

It would reduce duplicate work to be able to have the "Next Meeting Date and Time" information translate to add another meeting for the specified details. We are already entering this on each meeting we create, by making SCM able to communicate th...
Cali Huys DS Constructors, LLC 21 days ago in Meetings 0 Needs review

Daily Log - Ability to email from Sage CM Mobile App

Be able to send daily log detail report from the sage cm mobile app.
Jack Speshock about 1 year ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / New Email Features & Email Browsing 0 Future consideration

Link SCM Work Orders to Sage300 Extras

Can you use the SCM Work Order field to populate and/or link to Sage300 Extras? For timecards, the work order field would populate the extra field. Also, when a work order is setup in SCM could it create the extra in Sage300? When an extra is setu...
Deb Kauffman 3 months ago in Accounting Link for Sage 300 CRE / Work Orders 0 Future consideration

Photo notifications

When photos get uploaded, are there notifications that go out? Can you add this as an option and assign who get the notification when they get uploaded. Our out-of-town clients like this option that is on other software's.
Michael Nelson 28 days ago in Photos 0 Needs review

Ability to adjust photo album order

How can you change the order of photo albums? I am currently bringing over photos and the albums are not following any order. Can I move the order of the albums?
Michael Nelson 28 days ago in Photos 1 Planned