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Add sent from filter to list views

Add columns for sent from and sent date to list views, have it populate from teh emails sections of transactions. This way clients can filter their list views by which items have been emailed out of the system.
Guest 29 days ago in UI User Interface Enhancements 1 Future consideration

Allow for filtering by "Sales Contact", "PM Contact" and other lead/project fields in setting a users access to active leads & projects.

The system currently only allows for filtering by classification when setting which active leads and projects that a user will have access to in the company settings. Ideally, native system fields like "sales contact", "PM contact" etc. would be a...
Carl Lyles about 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 2 Future consideration

Add assigned members of the project team on the home screen

Add our assigned team members of the project team on the home screen of the project in both SCM and TeamLink. This will be helpful to have a quick access for who they should reach out to. Superintendent, Architect, Project Manager, Interior Design...
Amery Scott 5 months ago in Project Groups / Projects (Active and Inactive) / Teamlink Portal (General) / UI User Interface Enhancements 2 Future consideration

SCM - Add Column function to Project Directory page

Knowing what the trade does would be helpful when looking at the project directory page. This would be especially useful for new people coming on to the job.
Bruce Dutnall 5 months ago in Companies / Project Directory / UI User Interface Enhancements 2 Future consideration

Have taxes be addable and specifiable in estimate proposal

I would like to be able to, as a part of building a estimate proposal, be able to add taxes - similar to how they would be shown in a prime contract. Ideally, I think having them be like a global markup or being able to independently add the tax t...
Sean Coffman 6 months ago in Estimating, RFP, Proposals (Pre-Construction) / Tax 1 Future consideration

Auto apply Prime markups to CPR and CO's

When a Prime includes markups, allow the markups to be automatically applied and visible for each CPR and CO's. Therefore the PM doesn't miss adding markups to the CPR's or CO's
Deb Kauffman 5 months ago in CO / CPR / Markups | Adds | Cuts 0 Future consideration

Add option to add vendors to ITB from Project Directory

If ITB is used outside of the leads module; inside of the Projects module, it will be helpful to be able to add Vendors to the ITB list from the existing Project Directory. ITB might be used after the project is created.
Guest 5 months ago in ITB (Invitation to Bid) / Project Directory / UI User Interface Enhancements 0 Future consideration

Subcontractor Change Order Cost Codes

When creating a subcontractor change order, it would be nice when selecting a cost that the cost codes that are associated with their contract would list on top and then give the option for the rest of the cost codes below that.
Megan Zwart 30 days ago in Job Cost Codes / SCO / UI User Interface Enhancements 0 Future consideration

Quick population and adjustment for approval of labor time card

Manual entry of each individual clock in clock out during the approval of labor time cards could be expedited with the hours auto population and a fillable adjustment column.
Guest about 1 month ago in Clock-In / Clock-Out / Time & Expense Workflow / UI User Interface Enhancements 0 Future consideration

Required Addition of Closeout Option for Submittal Items

It has come to our attention that the current version of Sage only allows for marking an entire submittal package as "closeout." While this feature may be functional for others, it falls short when dealing with closeouts within a specification sec...
Guest 8 months ago in Submittals 1 Future consideration