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Notes section in Leads/Projects with User Tagging Capability

Communication amongst team members is vital when it comes to managing a project/lead. Being able to house that in a centralized location in the lead/project would be really nice. Also, being able to tag one or more team members to the note so they...
Dario Tomic over 1 year ago in Journals / Leads (Active or Intactive) / Projects (Active and Inactive) 3 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 over 1 year ago in Custom definable Fields / Feature Settings / Lead Directory / Leads (Active or Intactive) / Project Directory / Projects (Active and Inactive) 1 Future consideration

"Smart" Estimated Finish Date Calendar

This would benefit any user that is entering start/finish dates in any section of Sage that utilizes the calendars, and would improve user efficiency. When an Est. Start Date is selected several months in the future, the calendar for the Est. Fini...
Jessica Whyde over 1 year ago in Alerts and Calendars / Projects (Active and Inactive) 0 Future consideration

Project Titles Need to be more than 20 characters

When creating a project in SCM, have the ability to have project titles that are longer than 20 characters. Sage Intacct allows up to 40 characters
Shon Stefan 12 months ago in Projects (Active and Inactive) 1 Already exists

Add Classification to Prime Contracts

We need to be able to add Classification to Prime Contracts in order to Map the different income accounts within the same Project. Is there any way to get back to me to see if this is feasible in the near future? We we're hoping to get this done i...
Guest 12 months ago in Feature Settings / Prime Contracts / Projects (Active and Inactive) 0 Future consideration

Copy Project Wizard

Required Selection: Customer Copy Wizard Steps: Project Directory Drawings including files (Source and Target Project files would be separate.) Specifications including files Cost Codes Prime Contract (Customer would be replaced with selection abo...
Norman Wendl about 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

County field added to Contact info and project info

Add county field to Contact info, in particular for population on Lien waivers. Most Lien waivers require County to be a part of lien waiver verbiage. So having County for both company and project as a bookmark for templates uploaded would increas...
Guest about 1 year ago in Companies / Contacts / Leads (Active or Intactive) / Projects (Active and Inactive) 0 Future consideration

Set default filters in mobile app

Currently when viewing lists in the sage cm mobile app, the filter defaults to Current Project - Open - My Items (for punchlist items). Users want the option to change these to default to Current Project - All
Jack Speshock about 1 year ago in Mobile - Android / Mobile - Apple / Projects (Active and Inactive) 0 Future consideration

Bookmark name for the Project Page

When bookmarking a project page, by default, make the bookmark name the project name not Sage.
Guest about 1 year ago in Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration