Sage Construction Management Ideas Portal
ADD A NEW IDEA

All ideas

Showing 852 of 852

Drawings-Overlay for revisions

When a revision is uploaded the revision overlays the last revision. This way you can see what was changed
anthony henderson over 1 year ago in Drawings 0 Future consideration

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

Need E-sign contact roles or titles, so we send to the correct person from e-sign screen

We need e-sign contact roles or titles to show in the drop down when selecting a signer, so we can send the document to the correct person from e-sign screen.
Guest 11 months ago in eSign (including DocuSign) 0 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 7 months ago in New Email Features & Email Browsing / Reporting / Analytics 0 Future consideration

Ability to Hold Retainage % on Purchase Orders (POs)

Please see also SAGECM-I-445. The request from John Masterson included a request to add the ability or option to hold retention on Procurement Purchase Orders similar to the way it is held on Procurement Subcontracts. This request separates the or...
David Holler about 1 year ago in Procurement / Retention Retainage Holdback 1 Future consideration

AccountingLink Posting Preferences Export/Import Function (Backup)

It would be helpful if there were a way to import/export your AccountingLink posting preferences. For implementers, this is especially helpful if you have connected to Intacct implementation environment and are planning on disconnecting and then c...
Adam Clark 7 months ago in Accounting Links 0 Future consideration

Additional fields for anticipated cost

it would be really helpful if there were a few more field on each line for anticipated cost entry, like vendor name and date anticipated for the cost.
Brandon Dahn 7 months ago in Anticipated Costs / Feature Settings 2 Future consideration

Job Cost Code shown in its intended hierarchical structure

Cost codes are built out in Intacct in a parent child relationship (division/major). However when you go to add to the Job you have to add one by one in order to recreate the hierarchy. Being able to resort/add in sequence would really make this p...
Matthew Carlisle 5 months ago in Job Cost Codes 1 Already exists

Pull quantities in from Excel/HCSS

We would like to pull quantities from a third party program or with an Excel import rather than manually updating the daily log.
Jenny Pewtherer 9 months ago in Daily Log (Daily Report) / Importing Excel Templates / Unit Price with Billed Quantity 4 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 5 months ago in Prime Contracts / Unit Price with Billed Quantity 1 Future consideration