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Sage 300 Contract and Billing interface-only interface with JC, eliminate contracts

The linking to the contracts in Sage 300 is very choppy and the Prime Invoice data that posts to one contract line item doesn't provide useful information. There is no need to link to the contract or contract items in S300, if SCM can just link to...
Guest 4 days ago in Accounting Link for Sage 300 CRE / Prime Invoices 1 Future consideration

Update Project data in bulk

If project manager leaves for example, being able to change project classifications in bulk would be beneficial.
Matthew Carlisle 4 days ago in Projects 0 Needs review

Update contract classifications in bulk

On a contact if a new classification type is created, then it would be great to be able add to multiple vendors/customers in one go.
Matthew Carlisle 4 days ago in Contact Management 0 Needs review

Prevent sync to Intacct if Vendor is out of compliance

No description provided
Matthew Carlisle 4 days ago in Vendor Bills 0 Needs review

Convert estimate to project (rather than whole lead)

Client has many estimates for a single customer. They don't want to create a new lead for every potential opportunity for a customer. Instead want to convert each estimate separately.
Matthew Carlisle 4 days ago in Estimating, RFP, Proposals (Pre-Construction) 0 Needs review

Add a Quick Note to a project

within the project, there should be an option to add a "quick note" into a project, like a cheat sheet next to the "Edit button" (right top corner), within the project.
Blesson Mannil 5 days ago in Projects 0 Needs review

Delete or Modify Default Teamlink Security Roles

Default Teamlink Security roles cannot be renamed or deleted? Users should be able to Delete, or if not, at least rename the default roles because they cannot be changed; Changes to default Teamlink Security roles cannot be saved. So if someone wa...
Guest 5 days ago in Teamlink User Roles 0 Needs review

Primavera P6 Uploads

Please provide the ability to upload Oracle Primevera P6 files. We use that software for scheduling and right now we have to convert our schedules to a Microsoft Project file to upload the schedule in Sage PM and this is inefficient.
Guest 6 days ago in Schedules (Gantt Chart) 0 Needs review

Add a “Delivered Quantity” column in Purchase Orders

At the moment, the Purchase Orders module only tracks the ordered quantity, but doesn’t allow us to track what was actually delivered. We’d like to suggest the addition of a “Delivered Quantity” column to help monitor partial deliveries or discrep...
Mylena Lopes 10 days ago in Purchase Orders 0 Needs review

Ability to add a manual Status column in Purchase Orders

We’d like to suggest the option to add a custom “Status” column in the Purchase Orders modules. This column would allow users to manually assign and update internal statuses, such as: “Pending Approval” “Partially Paid” “Joint Check Pending” Curre...
Mylena Lopes 10 days ago in Purchase Orders 0 Needs review