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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 about 1 year ago in Project Directory 0 Future consideration

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.
Justin Whitaker over 1 year ago in Projects (Active and Inactive) / UI User Interface Enhancements 1 Future consideration

Add Project Start Date and/or Milestone Tasks to Alerts

It would be very helpful to add project start/end dates and/or milestone tasks to the alerts calendar.
Guest 7 months ago in Alerts and Calendars / Projects (Active and Inactive) 0 Future consideration

Show In Portal

give the option of changing the default setting to not show in portal. This way you can add an item and it wont automatically show in the portal.
Guest about 1 year ago in Feature Settings / 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 5 months ago in Documentation / Linked Files (Projects) / Photos 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 9 months ago in Accounting Link for Sage Intacct / Linked Files (Projects) 2 Future consideration

Sort by Record Number in link existing files

No description provided
Guest 2 months ago in Linked Files (Projects) 1 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 7 months ago in Linked Files (Projects) / TeamLink Portal 0 Future consideration

Support HEIC File Uploads to Photos

We are seeing more HEIC photo files, but Sage does not support this file type. At a minimum the user should get an error message that tells them this type of file is not currently supported. When trying to drag this file from desktop to the Upload...
Jessica Whyde about 1 year ago in Linked Files (Projects) / Mobile - Android / Mobile - Apple / Photos 0 Future consideration

Email Recipient List

Allow more flexibility with the recipient list of features like prime invoicing. We should be able to send a prime invoice to a Architect for approval before we send it to the owner. And when we send a document for E-Sign, the system should allow ...
Norge Arnaiz Jr 7 months ago in eSign (including DocuSign) / Linked Files (Projects) / Prime Invoices 2 Future consideration