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Popup reminder to save work

In Sage 100 Contractor, when you try to leave a function, you get a popup reminder asking if you want to save your work before you exit. As a new user of Sage CM, I find that I'm losing my work (usually in estimating) because I need to hop over to...
Beverly McKay 7 months ago in Other 0 Future consideration

labor hours report

Perhaps you can make it a standard report. I’m sure that it will be useful to all of your users that don’t have ADP or Sage (with the ability to export to those platforms). This report shoudl cum the PTO, Regular, Overtime etc hours by employee. s...
Guest 8 months ago in Labor Timecards / Log Style Reports / New Product Integration 0 Future consideration

digital signing

Integration with PandaDoc for signing subcontracts would be great!
Paul Di Natale 8 months ago in eSign (including DocuSign) / New Product Integration 0 Future consideration

Control who can annotate in document viewer

Be able to control who can annotate drawings, specs, photos, etc in the document viewer.
Jack Speshock 4 months ago in Document Viewer / Linked Files (Projects) / User Security Roles 2 Future consideration

Excel import Bill status

Have a similar option to timecard import for import as pending or have a Status column for Approved/Pending in the import file Currently if import a Bill from Excel it imports as Approved unless you have workflow turned on. If you don't have a for...
Tim Smith 8 months ago in Importing Excel Templates 0 Future consideration

Default Tax Codes

Default tax codes for a company overrule the tax code set for a job cost code. If a default tax code is set for the company then it should automatically be assigned and shown to the user that it is applying a default tax code. Currently set up so ...
Guest 5 months ago in Companies / Job Cost Codes / Tax 0 Future consideration

Add To Dos to Active Projects Calendar

It would be really nice to be able to create new To Dos on the general/multi-project calendar. The calendar/to dos would be much more likely to be utilized and effective.
Kenani Brandon 10 months ago in Alerts and Calendars / Project To Do 0 Future consideration

Certified Prime and Sub Invoice amounts vs Claimed Amounts

When creating an invoice as a claim that can be rejected and the amount/percentage changed. This is true for both Prime and Sub Invoices. Idea would be to add a new Claimed column where the existing columns would be used as the certified amounts. ...
Tim Smith 6 months ago in Custom definable Fields / Prime Invoices / Subcontract Invoices 0 Future consideration

Rename fields

Some companies do not use sales contacts and would like to repurpose the field as a way to track the superintendent on the job. Another use for this would be to rename a date field to have another use.
Jack Speshock 6 months ago in Custom definable Fields / Feature Settings / Lead Directory / Leads (Active or Intactive) / Project Directory / Projects (Active and Inactive) 0 Future consideration

Additional fields in Subcontract Invoice Line items to record amount claimed by Subcontractor

When entering a Subcontract Invoice, to meet the legislative requirements in Australia (which I believe is also needed for the UK), two additional fields are required in the Line entries section as shown in the file attached. The two fields needed...
Shiva Muthuswamy 6 months ago in Custom definable Fields / Subcontract Invoices / UI User Interface Enhancements 0 Future consideration