Sage Construction Management Ideas Portal
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Contact Management

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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 10 months ago in Compliance / Detail Report Templates 0 Future consideration

New company property to disable insurance tracking

This would be applicable to customers and material suppliers.
Norman Wendl about 1 year ago in Companies / Compliance / UI User Interface Enhancements 0 Future consideration

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 7 months ago in Contacts / Lead Directory 5 Already exists

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

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

No description provided
Guest 11 months ago in Contacts / Project Directory 1 Future consideration

Lien Waivers for DocuSign

Add Lien Waivers to available DocuSign list of documents
Sue Parker 7 months ago in Compliance / eSign (including DocuSign) / Lien Waiver 1 Future consideration

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 about 1 year ago in Companies / Compliance / Custom Definable Entry Screens / ITB (Invitation to Bid) 4 Future consideration

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

Add permanent notes in inclusion section for sub-contract

To add requirement for liability insurance and Work Compensation
Guest about 1 year ago in Companies / Compliance 1 Already exists

Default Email Signature - Individual's Business Phone, not Main Company Record Phone #

Currently, the default email template populates the Business Phone number field from the generic phone number listed in the company record, rather than from the Business Phone number field listed under the individual's record, in each signature li...
Jessica Whyde about 1 year ago in Companies / Contacts / Email Templates (includes custom template) 5 Future consideration