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.
Project "Financials" Tab on the Project Home Screen
In the old Corecon, on the Project Home screen, there was a "Financials" tab where you could quickly see the contract value, amount invoiced, etc. This disappeared when Corecon went to Sage and it would be very useful to have this back.
Have projects on company profile within Contact Management
It would be nice to have a list of projects that a company is assigned (like a simple log report). This will help out with our client's and their understanding of their different companies. This may also open up other report options for contact ma...
Currently the only places to see what customer is attached to the Project is through the Project Directory and Prime Contracts; it would make a number of my client's lives easier if they could review the customer on the project selection menu, or ...
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.
within the project, there should be an option to add a "quick note" into a project, like a cheat sheet next to the "Edit button" (right top corner), within the project.
Blesson Mannil
3 months ago
in Projects
0
Future consideration
Fields to access files or folders outside of Sage using hyperlinks
This request is for Sage to add fields within all features to allow users to store hyperlinks to cloud storage drives or other locations outside of the built-in storage system with one click.