We want to be able to click the document name in the specifications and have the PDF pop-up for viewing within Sage CM in addition to clicking "View" on the "...". This would be more efficient and time-saving.
Joelle Newell
17 days ago
in Specifications
0
Future consideration
When you archive a lead, the subcontractor list for it is no longer accessible when setting up a new lead & ITB. We bid many similar projects for different chains of companies. We are not awarded every project, but we want to be able to repeat...
It would be good if there was a way to input the "Drawing#" at the time you are uploading. The system automatically gives a Drawing# to each page. It is a VERY time consuming process to rename pages [Drawing#s] after they are in the system, especi...
One of my Superintendents asked if there was a tool to overlay one drawing type over another type such as plumbing over a floor plan to see that all is going to match up properly. This would be incredibly useful for the PMs and Superintendents.
Add option to add vendors to ITB from Project Directory
If ITB is used outside of the leads module; inside of the Projects module, it will be helpful to be able to add Vendors to the ITB list from the existing Project Directory. ITB might be used after the project is created.