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    Assign Multiple PMs to Project

    The ability to assign more than one PM would be useful, as we have both internal and external PM per project.
    Guest 15 days ago in Contacts 0 Needs review

    The Project Manager on the project should be automatically added to the project team.

    The PM assigned to a project is not automatically part of the project team. That is odd. I created a project, made myself the PM, and when other employees wanted to copy me correspondence, they could not, because I wasn’t on the Project Team. The ...
    Mark Cadman over 2 years ago in Contacts / User Security Roles 0 Future consideration

    Company Contacts Roles

    We are needing a way to have different contact roles within a subcontractors Contact Management profile. We need to designate who the subcontract signer, the invoice signer, and the lien waiver signers are. There is currently no way to know who ne...
    Guest over 1 year ago in Contacts 0 Future consideration

    Deleting a Contact from a Project

    A consultant is not involved in the project and wants to be removed from project correspondence. They are not on any submittals or RFIs, but the person was Cced on one submittal. They cannot be removed from the project. If a person is not a review...
    Genevieve E about 1 year ago in Contacts / Correspondence / RFI / Submittals 0 Future consideration

    Phone Number Formatting

    Is there a way we can have phone number auto-formatting? For example, we type 0000000000 and it shows up as (000) 000-0000?
    Amanda Amason about 1 year ago in Companies / Contacts / Custom definable Fields / UI User Interface Enhancements 0 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

    Pull contact, PM, address information into intacct

    It would be really helpful if we could pull over the following information from SCM into Intacct at the project level when sending a project to intacct from SCM since these areas are normally already filled within SCM: Primary Contact, Ship-To Con...
    Victoria McCullough 8 months ago in Accounting Link for Sage Intacct / Contacts / Projects 0 Future consideration

    PO Bill and Sub default auto populate fields from Supplier info or Settings

    To help speed up PO, Bill and Subcontract entry if certain fields could be pre populated from supplier fields or system settings. For a PO currently Issued By and Authorized By populates the same from the Prime Contract Contact. Would be useful to...
    Tim Smith about 1 year ago in Contact Management / Contacts / Procurement 0 Future consideration

    Change setting Specify Contacts for Project once created

    Once you have created a Project and selected the "Specify Contacts for Project" and therefore "Show Only Specified Contacts on Add/Edit Forms" you can no longer change that setting (and you can't even see how it is set). So if you missed setting t...
    Tim Smith almost 2 years ago in Contacts / Prime Contract Setup Wizards (Includes Project Setup Wizard) / Project Directory 0 Future consideration

    Multientity Email Templates

    Be able to have a drop down to choose which entity the project is assigned to and then for email templates (whether its standard or custom) to be defaulted to that entity in scm
    Ariel Johannes over 1 year ago in Companies / Contacts / Email Templates (includes custom template) / Templates & Reports 1 Future consideration