Sage Construction Management Ideas Portal
ADD A NEW IDEA

Contact Management

Showing 71 of 845

Two Subs w/Same Company Name

SCM should allow us to have two companies in two different locations (city, st, etc.). We may have a Bob's Glass, Inc. in San Francisco & in Chicago. This does NOT already exist. See attachment.
Amanda Amason 7 months ago in Companies 1 Already exists

Combine or Merge Vendors/Subcontracto

Sometimes different users, not realizing a vendor/subcontractor/name is already in Contact Management creates another vendor/subcontractor even though they are the same vendor. Having a merge or combine function would help reduce duplicates and ot...
Trina Lapena over 1 year ago in Companies 0 Future consideration

Change Insurance Alerts to RED

It would be easier to see that insurance is out of compliance if it was red and in contrast to the rest of the system view.
Tamera Reckks 5 months ago in Compliance / UI User Interface Enhancements 1 Future consideration

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 7 months ago in Companies / Contacts / Custom definable Fields / UI User Interface Enhancements 0 Future consideration

Union Labor

It would be helpful to be able to further classify contacts as union / non-union
Amanda Amason 7 months ago in Contact Management / Custom definable Fields 0 Future consideration

Deleting a Contact from a Project

A consultant is not involved in the project and wants to be removed from project correspondence. They are not on any submittals or RFIs, but the person was Cced on one submittal. They cannot be removed from the project. If a person is not a review...
Genevieve E 9 months ago in Contacts / Correspondence / RFI / Submittals 0 Future consideration

Company Contacts Roles

We are needing a way to have different contact roles within a subcontractors Contact Management profile. We need to designate who the subcontract signer, the invoice signer, and the lien waiver signers are. There is currently no way to know who ne...
Guest 10 months ago in Contacts 0 Future consideration

SCM - Add Column function to Project Directory page

Knowing what the trade does would be helpful when looking at the project directory page. This would be especially useful for new people coming on to the job.
Bruce Dutnall 4 months ago in Companies / Project Directory / UI User Interface Enhancements 2 Future consideration

Titles for contacts - ability to add a new title on the fly

When entering a contract and their title is not already in the master list have the ability to add it to the list without having to leave the contact screen.
Bruce Dutnall 4 months ago in Contacts / UI User Interface Enhancements 1 Planned

PO Bill and Sub default auto populate fields from Supplier info or Settings

To help speed up PO, Bill and Subcontract entry if certain fields could be pre populated from supplier fields or system settings. For a PO currently Issued By and Authorized By populates the same from the Prime Contract Contact. Would be useful to...
Tim Smith 7 months ago in Contact Management / Contacts / Procurement 0 Future consideration