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Prime Retainage Options

There needs to be an option to select the amount of retainage for each line on the prime rather then the all or nothing option selected before hand. Each prime line is different and one may have retainage while another line may not.
Guest 10 months ago in Job Cost Codes / Prime Invoices / Retention Retainage Holdback 1 Future consideration

Automatic emails/notifications

Many ask for auto notifications of an email. Example email sub that COI expires in 7 days. Auto notification that their bill is due the 25th of the month. Auto email that a document RFI/submittal is past due. Many, many requests for these type of ...
Sue Parker over 1 year ago in Alerts and Calendars / Compliance / Notifications / RFI / Submittals 1 Future consideration

right click - open in new tab

A big timesaver would be the option to right click on links within sage CM and press 'Open in new tab' currently, this is not an option that shows up on a right click.
James Arrowsmith over 1 year ago in Other 4 Future consideration

Make the calendars able to be synced to something like google calendars

Implement functionality that allows Sage calendars (Bids due and Projects) to sync with external calendar platforms, such as Google Calendar, Outlook, or Apple Calendar.
Guest 3 months ago in Alerts and Calendars / Notifications / Scheduling 0 Future consideration

Automatic Reminders for overdue items requested from Subs/Vendors/Clients/Architects

It would be nice for Sage to send out auto reminders to vendors that for example, a submittal was due yesterday, and then again the next day until it is marked in the system. I know you can run a report to see whats open and manually send a remind...
Aimee Boehm over 1 year ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 1 Future consideration

Have different Items for each prime contract line in CM

In Intacct we have the ability to assign Item IDs to each contract line, this is very helpful as we have Avalara linked to our Intacct to automatically calculate sales tax for each invoice. So this causes us an issue with the invoices from CM comi...
Brandon Dahn 12 months ago in Accounting Link for Sage Intacct / Prime Contracts / Tax 4 Future consideration

Save Filtered Views

I have noticed that when you are on certain list view, you can select columns, filter and set the order of records presented, but if there is a view that you prefer, you have to make those selections each time. I would be great if you can save and...
Henry Lubas over 1 year ago in Other 0 Future consideration

Add ability to add backup to esign documents

When sending an estimate via e-sign feature it would be nice if you could attached supporting documents if needed.
Guest over 1 year ago in eSign (including DocuSign) / Linked Files (Projects) 0 Future consideration

Ability to assign different retainage percentage to each prime contract line item

In Intacct, you can assign varying percentages to contract line items. e.g., Contract Line Item #1 might have a set retainage value of 10%, while Contract Line Item #2 might have a set retainage value of %5. In SCM you can assign a default retaina...
Adam Clark almost 2 years ago in Prime Contracts / Retention Retainage Holdback 3 Future consideration

Automated Submittal email notifications

When a submittal is created, the system should have the ability to sent out email notificatons automatically each day until the responded responds to the submittal.
Blesson Mannil about 1 year ago in Alerts and Calendars / Notifications / Submittals 1 Future consideration