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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 6 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 6 months ago in Log Style Reports / Project Directory 1 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 9 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 9 months ago in eSign (including DocuSign) / Linked Files (Projects) / Prime Invoices 2 Future consideration

Linked Files Section in Schedules Module

Can we add a Linked Files Section to our Schedules Module? For GC's they could save schedules as they modify, and for subcontractors they can attach GC schedules they receive for reference.
Guest about 1 year ago in Linked Files (Projects) / Project To Do / Schedules (Gantt Chart) 0 Future consideration

Increase size and storage capacity in photos

Please consider increasing the size and storage for uploading photos.
Micah Will 6 months ago in Documentation / Linked Files (Projects) / 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 9 months ago in Contacts / Project Classifications 3 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 9 months ago in Checklists / Project Directory 0 Future consideration

Ability to "favorite" projects

On the project overview page it would be nice to be able to favorite projects and have them appear in the "jump to" drop down. As an admin I need access to all projects but there are certain ones our admins oversee regularly and faster access woul...
Kenani Brandon over 1 year ago in Favorites / Projects (Active and Inactive) 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 about 1 year ago in Feature Settings / Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration