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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 over 1 year ago in Alerts and Calendars / Meetings / New Email Features & Email Browsing / Safety Meetings 3 Future consideration

Link Cost Database to Sage Intacct Inventory Items

Link Cost Database to Sage Intacct Inventory Items so that items and Pricing updates maintained in Sage Intacct can be updated in SCM for estimating purposes.
Deborah Lastro over 1 year ago in Accounting Link for Sage Intacct / Cost Database / Inventory Query (Considering for Future) 0 Future consideration

WORKFLOW EMAIL ALERT TO INITIATE

Can we setup in the system that the person that initiate the approval get notify when the document is approved? Right now we can see the status of the document in the main home page that we have the section for “Alert”/ “Workflow”. The person that...
Guest over 1 year ago in Alerts and Calendars / Contracts and Procurement Workflow 1 Future consideration

Save Filtered Views

I have noticed that when you are on certain list view, you can select columns, filter and set the order of records presented, but if there is a view that you prefer, you have to make those selections each time. I would be great if you can save and...
Henry Lubas about 2 years ago in Other 0 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

Automated notifications of new or updated drawings

When new drawings are added to a project or updated drawings are uploaded there should be an automated notification that is sent to members of the project directory who have a teamlink role assigned.
Jack Speshock over 1 year ago in Drawings / Notifications 3 Planned

Create integration with BlueBeam software

This software has great take off and drawing management capabilities not to mention others. It will give an alternative for take off
Guest about 2 years ago in Drawings / Estimating Items / New Product Integration 0 Future consideration

Add a scale tool to the drawings viewer

Add a tool where the user can set the drawing scale, this will allow them to know the measurements of items in the drawings.
Jack Speshock almost 2 years ago in Digitizer / Document Viewer / Drawings 3 Planned

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

Ability to Hold Retainage % on Purchase Orders (POs)

Please see also SAGECM-I-445. The request from John Masterson included a request to add the ability or option to hold retention on Procurement Purchase Orders similar to the way it is held on Procurement Subcontracts. This request separates the or...
David Holler over 1 year ago in Procurement / Retention Retainage Holdback 1 Future consideration