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Localization and Field Labels

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...

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 over 1 year ago in Companies / Contacts / Custom definable Fields / UI User Interface Enhancements Future consideration

Union Labor

It would be helpful to be able to further classify contacts as union / non-union
Amanda Amason over 1 year ago in Contact Management / Custom definable Fields Future consideration

Fields to access files or folders outside of Sage using hyperlinks

This request is for Sage to add fields within all features to allow users to store hyperlinks to cloud storage drives or other locations outside of the built-in storage system with one click.
Chris Donatelli almost 3 years ago in Custom definable Fields / Linked Files (Projects) Future consideration

Rename fields

Some companies do not use sales contacts and would like to repurpose the field as a way to track the superintendent on the job. Another use for this would be to rename a date field to have another use.

Subcontractor and Supplier Performance Reviews

Ability to document performance reviews for subcontractors and suppliers listed in the Project Directory. This information could also be used as a filter criteria when adding vendors to an ITB.
Norman Wendl over 2 years ago in Companies / Compliance / Custom Definable Entry Screens / ITB (Invitation to Bid) Future consideration

Languages other than English

More language choices for client's end users to choose from: French for Canadian customers has been requested and also Spanish.
Sue Parker 6 months ago in Localization and Field Labels Needs review

Customization of "Coordinated By" Field

Give users the ability to choose if a "Coordinated By" populates in Correspondence Module Transactions. Many Companies are both Originator and Coordinator and having the multiple drop downs can be confusing and time wasting.
Renee Thomas 7 months ago in Custom Definable Entry Screens Needs review

Add Location Reference as a Settings List Across system to Choose from for Reporting

Many clients have requested that 1location reference field be populated from an across system Settings list so they can run reporting by the field.
Renee Thomas 9 months ago in Custom definable Fields Needs review

Customizable/templated questions for reports/daily logs/inspections/etc

We have talked about this but I couldn't find if the idea existed here. I have had clients ask for the capability of having customized questions that people in the field have to answer as a part of their work - whether that is some sort of mainten...
Sean Coffman over 1 year ago in Custom Definable Entry Screens / Custom definable Fields / Documentation Future consideration