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Remember sort settings that user used last

I have a customer who wants to have projects sort decending and does not want to have to select this every time
Jack Speshock over 1 year ago in Other 0 Future consideration

Logo to SCM - company name banner

Request to add company logo in addition to their name on the black banner across the top of SCM
Sue Parker over 1 year ago in Other 0 Future consideration

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 over 1 year ago in Other 0 Future consideration

Submittal Importing from excel

Being more clear on what is needed for the import to work properly. Had to go back and forth a dozen times before i figured out what is all needed to be filled out as a baseline. I still can't get it to work because it's not recognizing some fields.
Guest 9 months ago in Importing Excel Templates / Submittals 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 over 1 year ago in Labor Timecards / Log Style Reports / New Product Integration 0 Future consideration

Manual Data Entry For Reports

When creating a report it is frustrating to see empty fields and having to go back to that specific line item to enter the data then create the report. An example of this is dates for submittals, If there could be an user friendly data entry cater...
Guest 9 months ago in New Product Integration / Submittals 0 Future consideration

digital signing

Integration with PandaDoc for signing subcontracts would be great!
Paul Di Natale over 1 year ago in eSign (including DocuSign) / New Product Integration 0 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 over 1 year ago in Importing Excel Templates 0 Future consideration

Map view of all leads.

It would be nice to have a map view of all leads to show geographical locations of all available opportunities. There is already a map of the lead location within each individual lead. If there could be an overall map showing all leads with a mark...
Colton Cooper 11 months ago in Lead Directory / Maps Geo Location 0 Future consideration

Add Team Open Items Module in Leads

Add the following Module and reporting to Leads: Team Open Items
Guest 11 months ago in Alerts and Calendars / Leads (Active or Intactive) / UI User Interface Enhancements 0 Future consideration