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Companies

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Custom Fields - Companies, Contacts, Leads, Projects, Prime Contracts, and Subcontracts

It would be really helpful to be able to add custom fields to leads/projects records to hold information that is not in the system out of the box. For example, maybe we need to specify a gate code for a project address so that we can make it to th...
Dario Tomic over 1 year ago in Companies / Contacts / Custom definable Fields / Leads (Active or Intactive) / Prime Contracts / Projects (Active and Inactive) / Subcontracts / UI User Interface Enhancements 2 Future consideration

Have projects on company profile within Contact Management

It would be nice to have a list of projects that a company is assigned (like a simple log report). This will help out with our client's and their understanding of their different companies. This may also open up other report options for contact ma...
Patrick Sheppard 3 months ago in Companies / Projects (Active and Inactive) / UI User Interface Enhancements 1 Future consideration

Sage Intacct - Compliance Integration

No description provided
Jack Speshock 11 months ago in Accounting Link for Sage Intacct / Companies / Compliance 0 Planned

Mobile App Add a Contact Management Module in the bottom Navigation Bar

So the user can search for companies or add contacts in the system.
Guest about 1 month ago in Companies / Contacts / Sage CM Mobile 0 Future consideration

Prequalification

The ability to have a prequalification workflow for new subs/vendors to work through and complete before they are added to an ITB, etc. Ideally, they could log into the portal and and answer the appropriate questions normally included on a prequal...
Sue Parker 11 months ago in Companies / Compliance / ITB (Invitation to Bid) 6 Future consideration

with Contact info for companies I would think there would be a space to add Website.

No description provided
Guest 2 months ago in Companies 2 Already exists

Add Companies to Project from Company Profile Page

You should be able to select a company in the contact management page and manage the projects they are on. To have to go through each individual project they are on and add them to each one is tedious and inefficient.
Guest 3 months ago in Companies / Contacts / Project Directory / UI User Interface Enhancements 0 Future consideration

Insurance certificates bulk download

Before audits, we need to provide copies of the insurance certificates for a particular period. It would be great to have the ability to run a report and download a PDF version of the insurance certificates that are stored on Sage CM.
Guest 11 months ago in Companies / Compliance 1 Future consideration

New company property to disable insurance tracking

This would be applicable to customers and material suppliers.
Norman Wendl about 1 year ago in Companies / Compliance / UI User Interface Enhancements 0 Future consideration

Only show customer companies in drop down for prime contract / invoice

I have received feedback from customers who do not like that both vendor and customer companies show up in the dropdown menu when adding a company to a prime contract, they only want to see customers. The same for Procurement, they only want to be...
Jack Speshock over 1 year ago in Companies 0 Future consideration