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    When importing a multipage drawing without bursting, include page breaks between the pages.

    We want to use the arrow buttons to move from page to page within one drawing file.
    Guest 7 months ago in Document Viewer / Drawings / Drawings, Specifications & ITBs 0 Future consideration

    Convert estimate to project (rather than whole lead)

    Client has many estimates for a single customer. They don't want to create a new lead for every potential opportunity for a customer. Instead want to convert each estimate separately.
    Matthew Carlisle 9 months ago in Estimating, RFP, Proposals (Pre-Construction) / Leads (Active or Intactive) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

    Deleting a Contact from a Project

    A consultant is not involved in the project and wants to be removed from project correspondence. They are not on any submittals or RFIs, but the person was Cced on one submittal. They cannot be removed from the project. If a person is not a review...
    Genevieve E over 1 year ago in Contacts / Correspondence / RFI / Submittals 0 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 over 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 2 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 about 2 years ago in Accounting Link for Sage Intacct / Purchase Orders / Subcontracts 3 Future consideration

    Issue a credit against a Subcontract/ PO line item

    Issue: Client is being issued a credit from a subcontractor after line has been billed 100% Intacct will not allow you to input a negative value against a positive line item (for the credit) Since SCM combines all cost codes during the sync, we ca...
    Patrick Sheppard about 1 year ago in Accounting Link for Sage Intacct 2 Planned

    VISIBLE NOTES SECTION FOR PROJECTS AND LEADS

    A running NOTES section visible from Project or Lead home pages. Used to add running (dated) project notes and running notes for Leads where estimators can update. Example: to add the reasons why a lead was not awarded.
    Guest 5 months ago in Documentation 0 Needs review

    Create Change Proposal Request from an RFI

    A typical workflow would be to create a change proposal request from a request for information. It would be beneficial to have that option added from the request for information.
    Adam Clark over 2 years ago in CO / RFI 0 Future consideration

    Create RFI from an Issue

    It would be really helpful to be able to create or reference an RFI from an existing issue in the system just to tie things together a bit better.
    Dario Tomic over 2 years ago in Issues / RFI 0 Future consideration

    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 about 1 year ago in Companies / Contacts / Custom definable Fields / UI User Interface Enhancements 0 Future consideration