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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 14 days ago in Accounting Link for Sage 300 CRE / Prime Invoices 1 Future consideration

Limit Delete Permissions to Admin Users Only

Add more detailed user permission settings so that only Admin users can delete items. Regular users should not have the ability to delete drawings, files, or other important data.
Amery Scott 2 months ago in Settings / User Properties / User Security Roles 0 Future consideration

Split contacts by Supplier/Vendor & Customer

Having a full list of contacts is confusing it would be better if contacts can be split so they are not mixed together
Vici Plunkett about 1 month ago in Contact Management 1 Future consideration

Ability to have a consultant login for client sites

After multiple implementations with clients we have some comments/concerns about the current way we have to gain access to our client's environments. In order to help our clients with system setup and training we need to have access into their sys...
Adrianna Johnson 12 months ago in User Properties / User Security Roles 2 Future consideration

Need a Percentage Paid Column for Subcontracts

On either the Subcontract tool or the Subcontract Status Summary tool we need a column to show total percentage paid
Guest 3 months ago in Subcontracts / UI User Interface Enhancements 3 Future consideration

Update submittals in bulk in the UI

I brought this up before but just want to emphasize this one as a quality of life feature. With the submittal import not accepting respondents and due dates to be mass imported, I've spent way too much time adding due dates to each submittal. Plea...
Matthew Carlisle 4 months ago in Submittals / UI User Interface Enhancements 0 Future consideration

Global Mark up Exclude line items

We would like the ability to create a global markup while also having the option to exclude certain line items from the estimate on this mark up during the creation process.
Victoria McCullough 2 months ago in Estimating Items / Markups | Adds | Cuts 2 Future consideration

Sync Bills from SIC to SCM making bills a bi-directional sync

Allow bills from SIC to sync into SCM. Bi-directional syncing
Diane Gennarelli 3 months ago in Accounting Link for Sage Intacct 0 Future consideration

Sage Estimating Integration

Create a way to import estimates from Sage Estimating to SCM either on the Lead or Project or both.
Adrianna Johnson 4 months ago in Estimating, RFP, Proposals (Pre-Construction) 0 Future consideration

Automatic deduction for time entry

We would like an option to automatically deduct a set time for breaks. Our current system takes off 30 minutes for lunch. Our sites can have poor cell service and having the employees track the start and stopping time for breaks will lead to many ...
Guest about 2 months ago in Clock-In / Clock-Out / Labor Timecards 2 Future consideration