Woudl be good to see more detail around contacts - type of contact ie Supplier/Vendor or Client also for supplier/Vendors the location they work and the type of works
Removing former employees and contact management contacts. People leave companies, the inability to remove contacts because they are linked to meeting minutes, subcontracts etc. is not effective or helpful.
Ability to select Multiple Filters from The Projects List Screen.
We need to filter our projects by many different ways, team members, job status etc. Currently you are only able to select one at a time which makes the filter very inefficient.
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
11 months ago
in Checklists / Contacts
3
Future consideration
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.
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.
3
Future consideration
