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County field added to Contact info and project info

Add county field to Contact info, in particular for population on Lien waivers. Most Lien waivers require County to be a part of lien waiver verbiage. So having County for both company and project as a bookmark for templates uploaded would increas...
Guest about 2 months ago in Companies / Contacts / Leads (Active or Intactive) / Projects (Active and Inactive) 0 Future consideration

Email alert system

Have a daily (some sort of schedule) email that goes out to sage cm users listing what due dates they have coming up in the next 7 days. Similar to the alert home screen that you see when logging into sage cm however in an email so users who are n...
Jack Speshock 3 months ago in Projects 2 Future consideration

Add project directory to favorites

Project directory is not available to be added as a favorite
Jack Speshock 3 months ago in Project Directory / User Properties 0 Future consideration

Make the "Project Estimated Start and Finish Date" Required When Editing Lead Info

The Project Estimated Start and Finish Date fields are very important for giving end users a sense of direction regarding a lead. Within the current environment, this field isn't required, leading to potentially misleading or absent information do...
Guest 4 months ago in Feature Settings / Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

be able to upload HEIC file format of job photos

No description provided
Guest 11 months ago in Linked Files (Projects) / Photos 0 Future consideration

Download All Sub Invoice Pencil Draws At One Time

We are needing the ability to download all sub invoice pencil draws that the GC created at one time in order to genterate a pay app package for the bank. It is currently taking to long to go into each sub invoice and generate report and download t...
Guest 2 months ago in Drawings / Linked Files (Projects) / Subcontract Invoices / Teamlink Portal (General) 0 Future consideration

"Smart" Estimated Finish Date Calendar

This would benefit any user that is entering start/finish dates in any section of Sage that utilizes the calendars, and would improve user efficiency. When an Est. Start Date is selected several months in the future, the calendar for the Est. Fini...
Jessica Whyde 7 months ago in Alerts and Calendars / Projects (Active and Inactive) 0 Future consideration

Unarchiving Leads and Projects

Is there a way to unarchive a lead (or project) from the "Lead Home" (or "Project Home)"page? Currently leads and projects appear to be only unarchivable by unchecking the box on the "Leads" or "Projects" page. In the past there used to be a check...
Michael Miller 5 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) 0 Future consideration

Allow for multiple classification code selection instead of one at a time

Right now adding vendors to ITBs is painstakingly slow. One code at a time? Should be able to drill down to the minor level on all your contacts and select multiple classification codes to choose from your contacts to invite. Reduce the number of ...
Guest 8 months ago in Estimate Cost Codes (WBS) / ITB (Invitation to Bid) / Job Cost Codes / Project Classifications 0 Future consideration

New Wizard to notify external team members about Drawing and Specification Revisions using the Journals feature

Wizard Steps: Enter Email Subject and select Journal Type (eg. Drawing Rev Notification) Select one or more drawing files (eg. PDFs) Select one or more specification files (eg. PDFs) Select one or more recipients using Lead Directory, ITB Director...
Norman Wendl 6 months ago in Alerts and Calendars / Drawings / Lead Directory / Notifications / Project Directory / Specifications 0 Future consideration