Sage Construction Management Ideas Portal
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Be able to Burst plans in the Drawing Detail page instead of having it burst in the drawing list

This feature allows you to keep the main drawing list clean by only showing top-level plans and “bursting” detailed sub-plans, revisions, and related sheets within each plan’s detail page. It streamlines navigation, minimizes visual clutter, and m...
Guest 3 months ago in Drawings / Linked Files (Projects) 0 Planned

PROPOSED STOCK LOG REPORT: Be able to print an entire project directory with: Company Name, Contact Name, Phone Number, Type (cell, office, etc.) and email address of every contact on the project without having to look them up individually.

Why is it useful? Can you imagine printing every individual sub out, one at a time, on individual pages? No, we need a simple complete list. It should also be able to include permit numbers and inspection request phone numbers.
Guest 3 months ago in Log Style Reports / Project Directory 1 Future consideration

Add Drawing Folders to group Drawing Log Records

Example Folders: Preconstruction Set Construction Set Revision 1 Set Revision 2 Set As-Builts
Norman Wendl 12 months ago in Drawings / Linked Files (Projects) 0 Future consideration

Increase size and storage capacity in photos

Please consider increasing the size and storage for uploading photos.
Micah Will 3 months ago in Documentation / Linked Files (Projects) / Photos 0 Future consideration

Deleting / Removing Contacts / Employees

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.
Guest 6 months ago in Contacts / Employees (Active or Inactive) / Project Directory 3 Future consideration

Granting Project Access by Adding Company Contact to Project Directory

In lieu of having to add a project to a User in the Company Settings, it would be useful to have any user be granted access to a project if their corresponding Company Contact was added to the project directory.
Adam Clark over 1 year ago in Contacts / Project Directory / Teamlink Portal (General) 1 Future consideration

Project Directory to not Carry across Projects

I have a big company, and most of my subs are big companies. However, each project only uses about 3 people from each company. So right now I have to go through all these people, just because they and their company are on other projects. The proje...
Preston Sciarrillo 4 months ago in Contacts / Project Directory 2 Already exists

Default to "Not Show in Portal" all files uploaded in the TeamLink Portal by Respondents

It seems like it should be the default, or at least there should be a system setting for the default to NOT "Show in Portal" all "Files Uploaded in the TeamLink Portal by Respondents". We have yet to fully utilize the teamlink functionality; howev...
Carl Lyles 6 months ago in Linked Files (Projects) / TeamLink Portal 0 Future consideration

Hyperlink in Sage Intacct that goes to Sage CM record

Create a field in sage intacct, that field gets populated with record specific url for the sage cm record. This would allow someone who is in sage intacct to open up the record in sage cm to see any linked files or additional information.
Jack Speshock 8 months ago in Accounting Link for Sage Intacct / Linked Files (Projects) 2 Future consideration

Allow removal of a contact from the Project Directory

Would be very useful if we could delete contacts from the project directory that are no longer relevant to the project. Currently, if a vendor bid on a portion of a project, they remain for all eternity in the project directory even if they are no...
Guest 12 months ago in Project Directory 0 Future consideration