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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 about 1 year ago in Projects (Active and Inactive) / UI User Interface Enhancements 1 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

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

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

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

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

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.
Mike Just 7 months ago in Contacts / Project Classifications 3 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.
Chris Donatelli over 1 year ago in Custom definable Fields / Linked Files (Projects) 0 Future consideration

Add "responsible contacts" to checklist from internal/master contact list and auto-update lead/project directory

There are multiple potential solutions to the issue at hand here, I am merely presenting a solution that seems logical from an end-users perspective. As stated in SAGECM-I-553, we utilize checklists for many internal workflow related items. In doi...
Carl Lyles 7 months ago in Checklists / Project Directory 0 Future consideration

Ability to add miscellaneous files to the file folders

Add a feature to store and share project-related files such as signed POs, contracts, subcontracts, etc. At the moment, we don't have any way of creating file folders. Use case: where do I keep signed contracts that was scanned and sent to me by o...
Guest 5 months ago in Document Viewer / Linked Files (Projects) 1 Future consideration