Contact Management

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Allow for setting default "responsible contact" by item in checklist template

As described in idea (SAGECM-I-552), we utilize checklists for internal workflow purposes. It would be desirable to set defaults for the "responsible contact" by item in the checklist template, so that when adding the checklist template to a lead/...

Carl Lyles 7 months ago in Checklists / Contacts 3 Future consideration

3 VOTE

Insurance certificates bulk download

Before audits, we need to provide copies of the insurance certificates for a particular period. It would be great to have the ability to run a report and download a PDF version of the insurance certificates that are stored on Sage CM.

Guest 8 months ago in Companies / Compliance 1 Future consideration

2 VOTE

Add contact to lead without having to add a new company

It is very common to need to add a new contact to an existing company when creating a lead. Currently the lead directory only allows for the addition of new companies and new contacts. This led to duplicate companies being created in our system. I...

Carl Lyles 5 months ago in Contacts / Lead Directory 5 Already exists

3 VOTE

Lien Waiver Status Reports

Can we add a reporting section for Lien Waivers, inclusive of Subcontract/Vendor, amount, whether signed or not, amount of payment.

Guest 8 months ago in Compliance / Detail Report Templates 0 Future consideration

2 VOTE

Lien Waivers for DocuSign

Add Lien Waivers to available DocuSign list of documents

Sue Parker 6 months ago in Compliance / eSign (including DocuSign) / Lien Waiver 1 Future consideration

4 VOTE

New company property to disable insurance tracking

This would be applicable to customers and material suppliers.

Norman Wendl 12 months ago in Companies / Compliance / UI User Interface Enhancements 0 Future consideration

3 VOTE

Project team view in team links needs to show e-mail address

No description provided

Guest 9 months ago in Contacts / Project Directory 1 Future consideration

4 VOTE

Only show customer companies in drop down for prime contract / invoice

I have received feedback from customers who do not like that both vendor and customer companies show up in the dropdown menu when adding a company to a prime contract, they only want to see customers. The same for Procurement, they only want to be...

Jack Speshock about 1 year ago in Companies 0 Future consideration

3 VOTE

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 12 months ago in Companies / Compliance / Custom Definable Entry Screens / ITB (Invitation to Bid) 4 Future consideration

3 VOTE

Customers and Vendors

Currently there is a Contact Management tab, it has all the information for Customers, Vendors and Subcontractors. Then there is a vendors hub. It would be nice if you had a Customer Tab, which only included your customers (similar to the Accounti...

Guest about 1 year ago in Companies / Contacts / Teamlink Portal (General) / UI User Interface Enhancements 0 Future consideration

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