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Control who can annotate in document viewer

Be able to control who can annotate drawings, specs, photos, etc in the document viewer.
Jack Speshock 12 months ago in Document Viewer / Linked Files (Projects) / User Security Roles 2 Future consideration

Allow an administrator to set a password for a user.

In Company Settings > Users > User Information, add a "User Password" field so that an administrator can set/change a password for a user. This would bypass/eliminate the "Click here to reset password" option. When the "Click here to reset p...
Guest about 1 year ago in User Properties / User Security Roles 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 about 1 year ago in Custom definable Fields / Feature Settings / Lead Directory / Leads (Active or Intactive) / Project Directory / Projects (Active and Inactive) 1 Future consideration

Create a Bookmark for CPR Due Date

There is an area in the CPR module that you can enter the Proposal Completion Due Date. We need this to appear on the CPR report we send to our Owners. Please make a bookmark that would allow us to add this to our custom reports so Owners know whe...
Kenani Brandon about 1 year ago in CPR / Templates & Reports 0 Already exists

Multiple Currencies

Can we have the ability to choose if our vendors and/or clients are US $, CDN $ or otherwise? We deal with all and would like to be able to choose what currency we pay or invoice in!
Guest over 1 year ago in Companies / Company Settings 0 Unlikely to Implement

Access all Time Approval Access on employee Card

A employee may need access to all employee or new employees without manually adding each employee. Please see attachment.
Guest 9 months ago in HR, Time, and Expenses / Time & Expense Workflow / User Security Roles 0 Future consideration

Account or User Property to cc oneself when sending emails from Sage CM

No description provided
Norman Wendl 9 months ago in New Email Features & Email Browsing / Settings / User Properties 0 Future consideration

Setting for Labour role on timesheet only changes billable rate

When add a labour role to a timesheet could there be a setting so this only changes the timecards billable rate and therefore costs will only come from the employess HR settings. When someone can be billed out as different roles doesn't mean their...
Tim Smith 11 months ago in Feature Settings / Labor / Craft Codes / Labor Timecards 0 Future consideration

Set default workflow type for RFI's

Have the ability in feature settings to set a default workflow type for RFI's
Jack Speshock 11 months ago in Feature Settings / RFI 0 Future consideration

Time & Expense User - Ability to Add Photos (not through Daily Log)

Time & Expense Users seem to be able to add photos through a daily log. And I am aware of the "Automatically Link uploaded images to Photos" setting in Feature Settings. It would be helpful if they could add photos to the Project without using...
Adam Clark about 1 year ago in Daily Log (Daily Report) / User Security Roles 0 Future consideration