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Deleting / Removing Contacts / Employees

Removing former employees and contact management contacts. People leave companies, the inability to remove contacts because they are linked to meeting minutes, subcontracts etc. is not effective or helpful.
Guest 11 months ago in Contacts / Employees (Active or Inactive) / Project Directory 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 11 months ago in Checklists / Project Directory 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 over 1 year ago in Feature Settings / Linked Files (Projects) 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 about 1 year ago in Projects 2 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 9 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 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 over 1 year ago in Linked Files (Projects) / Mobile - Android / Mobile - Apple / Photos 0 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 10 months ago in Alerts and Calendars / Projects (Active and Inactive) 0 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 over 1 year ago in Linked Files (Projects) / Project To Do / Schedules (Gantt Chart) 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 11 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 11 months ago in eSign (including DocuSign) / Linked Files (Projects) / Prime Invoices 2 Future consideration