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ITB - Show Vendors grouped by classification similar to Contact Management module's Company listing

See attached images for more details
Norman Wendl 9 months ago in Companies / ITB (Invitation to Bid) 0 Future consideration

CO to Procurement Wizard - Allow multiple commitments from 1 CO

Some Owner CO's need to get split among different commitments. Currently once the CO is used in the CO to Procurement Wizard it is not available to be used again. It should be able to be used in the CO to Procurement Wizard until the total cost am...
Jack Speshock 3 months ago in CO / Purchase Orders 1 Future consideration

Automatic emails/notifications

Many ask for auto notifications of an email. Example email sub that COI expires in 7 days. Auto notification that their bill is due the 25th of the month. Auto email that a document RFI/submittal is past due. Many, many requests for these type of ...
Sue Parker about 1 year ago in Alerts and Calendars / Compliance / Notifications / RFI / Submittals 1 Future consideration

Link existing files / photos to daily logs on mobile device

Add the ability to link existing Photos Feature taken via Mobile App and add the photos to a daily log. Add the ability to link uploaded files and images to other feature like in the browser solution.
Jack Speshock 9 months ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / Photos 2 Future consideration

Add "Status" Column to Submittal List

It allows for better tracking of outstanding submittals
Guest over 1 year ago in Submittals 1 Future consideration

AR & AP Syncing

Allow for AR & AP invoices to sync from Intacct for updating job costs vs. GL transactions. This would allow for more detail in job costing as well as updating invoiced amounts on contracts, purchase orders, and subcontracts. Right now for tho...
Guest 11 months ago in Accounting Link for Sage Intacct 0 Future consideration

Make Sage CM PO / Subcontract Document ID the Sage Intacct Document Number

When exporting Purchase orders and Subcontracts to Sage Intacct, the transaction definitions are required to use a sage intacct numbering sequence. The Sage CM document ID is referenced in the reference field. This causes confusion when trying to ...
Jack Speshock over 1 year ago in Accounting Link for Sage Intacct / Purchase Orders / Subcontracts 3 Future consideration

right click - open in new tab

A big timesaver would be the option to right click on links within sage CM and press 'Open in new tab' currently, this is not an option that shows up on a right click.
James Arrowsmith over 1 year ago in Other 4 Future consideration

Filter leads/projects list by "Sales Contact", "PM Contact", and "Bid Contact"

Salesmen, PMs, and Operations/Admins should be able to more easily find/identify leads and projects through filtering. "Sticky Filters" or views would be a related improvement so that filters must not be re-applied each time a salesman or PM enter...
Carl Lyles 10 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements / User Security Roles 0 Future consideration

Ability to Copy a Prime Contract

We use multiple prime contracts for service work and currently we have to add them manually and add markups to each one.
Annie Kendrick over 1 year ago in Prime Contracts 6 Future consideration