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"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 about 1 year ago in Alerts and Calendars / Projects (Active and Inactive) 0 Future consideration

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 12 months ago in Custom definable Fields / Feature Settings / Lead Directory / Leads (Active or Intactive) / Project Directory / Projects (Active and Inactive) 1 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 8 months 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 10 months 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 11 months ago in Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration