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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

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 12 months ago in Projects 2 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 12 months ago in Feature Settings / Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 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 6 months ago in Document Viewer / Linked Files (Projects) 1 Future consideration

Differentiate between Lead # and Project # for alerts on the SCM homepage

Currently the alerts section of the homepage has a column titled "Project #". When using checklists for example, it is not easy to distinguish if the number is however a lead # or project #. Ideally, there would be a separate column for project # ...
Carl Lyles 6 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 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

Add ability to view uploaded photos from Daily Log Report on mobile

When uploading photos through the mobile app in the Daily Log Report, you can see a list of photos but you can't actually open the photos from that screen. The user has to go to the main photos section to view photos so it can be a bit difficult t...
Dario Tomic about 1 year ago in Linked Files (Projects) / Mobile - Android / Photos / Sage CM Mobile 1 Future consideration

be able to upload HEIC file format of job photos

No description provided
Guest over 1 year ago in Linked Files (Projects) / Photos 0 Future consideration

Have File Repository or Area for Company Files not tied to a Lead or Project

Details: Menu Option: Company Files Folder / Subfolder Structure Permission Attributes Internal Employees Specific Employees All External Companies Show In TeamLink Portal (This would be a new menu option in portal.)
Norman Wendl 9 months ago in Linked Files (Projects) / UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Meetings - Items library that can be imported into New Business section.

These items would be set up in Settings | Feature Settings | Documentation.
Norman Wendl 10 months ago in Feature Settings / Linked Files (Projects) / Meetings / Safety Meetings 5 Future consideration