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Phone Number Formatting

Is there a way we can have phone number auto-formatting? For example, we type 0000000000 and it shows up as (000) 000-0000?
Amanda Amason 5 months ago in Companies / Contacts / Custom definable Fields / UI User Interface Enhancements 0 Future consideration

Union Labor

It would be helpful to be able to further classify contacts as union / non-union
Amanda Amason 5 months ago in Contact Management / Custom definable Fields 0 Future consideration

Implementation Instance

An implementation instance of SCM to go with the implementation instance of SIC.
Sue Parker 3 months ago in Accounting Link for Sage Intacct / User Security Roles 0 Planned

Prime Invoices & Sub Invoices - Ability to Assign Retainage % to specific job cost codes

Currently, when creating a prime invoice, it assumes a specific retainage for each line item. We have items, like General Conditions, Contractor fee, Arizona TPT tax, where retainage is NOT held. This prevents us from using the Prime invoice featu...
Trina Lapena over 1 year ago in Prime Invoices / Subcontract Invoices 6 Planned

Auto generate a "Lead Number"

When creating a lead, it would be nice if the system autogenerated a lead number. It would be great if this were based maybe on a sequential series + date.
Guest about 1 year ago in Leads (Active or Intactive) 0 Future consideration

"Version History" for items within Workflow

Whenever a workflow item is abandoned, we have to rely heavily upon the comments left during approval or rejection to know what changes were made since the last iteration. I propose that every time a workflow item is initiated, Sage CM will captur...
Will Benhardt 2 months ago in Workflow 0 Future consideration

Create Prime Invoice by Item

When syncing to Intacct, clients would prefer to have their contract lines (SOVs) displayed by the item name rather than grouped by cost code.
Matthew Carlisle 3 months ago in Prime Contracts / Unit Price with Billed Quantity 1 Future consideration

Allow scheduled reports to be emailed

Clients should be able to select a contact/ user and have a report prebuilt/ filtered and then schedule that report to run and then send (via email) to the designated contact. This would help automate their reporting and communication standards.
Patrick Sheppard 5 months ago in New Email Features & Email Browsing / Reporting / Analytics 0 Future consideration

Job Set Up-Internal Stakeholders Customizable Roles

It would be nice if you could customize or modify the roles under "Internal Stakeholders" when initially setting up a job. Current options are "Sales Contact", "Bid Contact", and "PM Contact". For some companies, this would all be the same person,...
Molly Toledo 12 months ago in Contracts and Procurement Workflow / Projects (Active and Inactive) 7 Future consideration

Combine or Merge Vendors/Subcontracto

Sometimes different users, not realizing a vendor/subcontractor/name is already in Contact Management creates another vendor/subcontractor even though they are the same vendor. Having a merge or combine function would help reduce duplicates and ot...
Trina Lapena over 1 year ago in Companies 0 Future consideration