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...
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...
Add a messaging application for internal project use
Instead of having to use external messaging applications (imessage, WhatsApp, Slack, etc) have an internal messaging app so the communication stays within the system and can be referenced in future if required.
Having a module or area in each module where clients can store links to outside websites, files, or documents would be very helpful. We have many Clients with Documents that they don't necessarily want to add to system but want to be able to link to.
New Getting Started Tab on Home View that includes important links to Settings areas and functions
This could mimic the Getting Started Implementation Guide. See link below. https://help.sagecm.intacct.com/Content/GettingStarted/ResourceCenter_GettingStarted.htm
Project "Financials" Tab on the Project Home Screen
In the old Corecon, on the Project Home screen, there was a "Financials" tab where you could quickly see the contract value, amount invoiced, etc. This disappeared when Corecon went to Sage and it would be very useful to have this back.
Delete multiple contacts/companies at the same time
Add the functionality to be able to delete multiple contacts/companies at the same time. Also maybe want to have this feature be controlled by security.
This is a big one. Right now, the teamlink view for external parties is a bit messy in my opinion. For example, when sending an RFI the request is collapsed by default so someone needs to expand it to view the request. It would also be nice to be ...
When using Global Search, you currently enter your search criteria and click Search. It would be useful, and one less click to have the option to click Enter and it initiates the search feature.
We need the ability to remove default from the list of reports with we have created a custom report. This is especially important for contracts, we have had contracts created without our legal language because a PM accidentally used your default r...