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Download Selected Photos

Currently, you can download all photos or add photos to an album to download, but it would be helpful to be able to select certain photos to download versus all of them.
Adam Clark 4 months ago in Documentation 2 Future consideration

Link SCM Cost Codes to Intacct Cost Codes

Some clients may implement SCM prior to implementing Intacct. If they begin adding prime contracts with cost codes in SCM that were not synced from Intacct there are errors when trying to sync to Intacct even if the cost codes are identical in Int...
Guest 27 days ago in Accounting Link for Sage Intacct 2 Needs review

Ability to rotate uploaded photos

We need to be able to easily rotate photos that are imported into Sage CM. When you click on the photo and open it, it appears to be upright but if you assign it to be the cover photo it is not upright. We have tried rotating them in windows befor...
Kenani Brandon 3 months ago in Documentation 0 Planned

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 6 months ago in Project Team 0 Future consideration

List views column width

On the list views it would be nice to be able to control column widths to make things list better and be more readable. e.g per attached make the supplier and subject columns wider and project contract and totals narrower Or make the columns width...
Tim Smith 3 months ago in Other 0 Needs review

Add OCR to Drawings and Specs

One feature that would be really useful is to have OCR capabilities added to imported drawings and specs that would automatically pull out the Spec Section #, Name, and Submittal Requirement from the PDF automatically. This would be a big time saver!
Dario Tomic 4 months ago in Projects 0 Future consideration

Add folder structures to store files in Leads/Projects

It would be really useful to be able to organize linked files to a lead/project using folders. Having a view where we can create folders/subfolders and add files in those folders would be really useful from an organization standpoint. Right now, t...
Dario Tomic 5 months ago in Projects 1 Future consideration

Implementer Login

During implementation it would be helpful to allow for the client to be able to create an implementer login so that it did not use one of their licenses.
Adam Clark 6 months ago in Other 0 Needs review

Create RFI from an Issue

It would be really helpful to be able to create or reference an RFI from an existing issue in the system just to tie things together a bit better.
Dario Tomic 5 months ago in Correspondence 0 Needs review

Create Change Proposal Request from an RFI

A typical workflow would be to create a change proposal request from a request for information. It would be beneficial to have that option added from the request for information.
Adam Clark 6 months ago in Correspondence 0 Future consideration