Linked Files (Projects)

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...

Should have a location to import in equipment & labor backup sheets to the job file. These can then be imported into a change order as backup to the rates included in the change order.

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.

We would like for the photos to automatically appear in the Photos tool when we upload to Daily Log.

Create a field in sage intacct, that field gets populated with record specific url for the sage cm record. This would allow someone who is in sage intacct to open up the record in sage cm to see any linked files or additional information.

When sending an estimate via e-sign feature it would be nice if you could attached supporting documents if needed.

Example Folders: Preconstruction Set Construction Set Revision 1 Set Revision 2 Set As-Builts

If someone wants to see a copy of the Bill or SubInvoice in their Financial system they have to add it there causing double handling when its already been added into SageCM. Its a very common feature where most other systems will attach copies of ...

We noticed that when a project/lead is archived/inactive, you cannot download the photos attached to the project. For marketing pieces, we often use previous project photos. To get the pictures from Sage once a project is archived, you either have...

Instead of downloading selected photos as PDF, they should be available for download as JPG/JPEG or some other photo format. PDF works and you can then convert them to JPG outside of Sage, but it would definitely save user time and eliminate a rep...