All ideas

If users could default the project in their preferences, when they login to Sage CM, they would go straight to that project home page, not the SCM Home Page. This saves a lot of unnecessary navigation when first logging in.

When posting into Intacct, the system's logic will attempt to link or create the vendor attached to a PO/Subcontract that has not yet been linked/does not exist in Intacct. Can we configure the integration to prevent the creation of new vendors du...

Add either a check mark or a drop down option with each subcontract that defaults to pending/unsigned and once we get a signed contract from the sub change it to signed. Add it as a column option to the sub invoice list so we can quickly scroll an...

It would be really helpful if we could pull over the following information from SCM into Intacct at the project level when sending a project to intacct from SCM since these areas are normally already filled within SCM: Primary Contact, Ship-To Con...

For Original Contract Items Retainage Total

Clients have expressed wanting better revenue forecasting within SCM. They would like to see the expected revenue for future months, pull in the expected revenue from active projects and the expected revenue from active leads based on the estimate...

Having a full list of contacts is confusing it would be better if contacts can be split so they are not mixed together

A way to convert all clock-ins to labor timecards in one UI, rather than having to first select the individual project & project contract

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,...

Being able to open, for example, a submittal package and having it open in a new tab by CTRL + clicking would be very useful for multitasking and organizational purposes. Currently after clicking on a submittal, you can only press the back button ...