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Automatic Reminders for overdue items requested from Subs/Vendors/Clients/Architects

It would be nice for Sage to send out auto reminders to vendors that for example, a submittal was due yesterday, and then again the next day until it is marked in the system. I know you can run a report to see whats open and manually send a remind...
Aimee Boehm 7 months ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 1 Future consideration

Drawings uploads- naming pages

It would be good if there was a way to input the "Drawing#" at the time you are uploading. The system automatically gives a Drawing# to each page. It is a VERY time consuming process to rename pages [Drawing#s] after they are in the system, especi...
John Stone 9 months ago in Drawings, Specifications & ITBs 4 Future consideration

Intacct Reference Default

It would be great to have a defaulted Reference number option in SCM for Prime invoices coming into Intacct. Currently it populates with "Sage CM Prime Invoice #004". For me it would be great if that pulled the job number and then the billing numb...
Guest 26 days ago in Accounting Link for Sage Intacct / Prime Invoices 0 Future consideration

Wizard Column View

Hello, It would be really great if due date could be added to the batch wizard columns for bills and sub invoices.
Guest 26 days ago in Accounting Link for Sage Intacct / Subcontract Invoices / UI User Interface Enhancements / Vendor Bills 0 Future consideration

Clock in/out edit

There is currently no way if someone forgets to clock in/out to get that clock in/out adjusted. The user has to message the Admin person who is converting clock in/outs to change the hours during the conversion process Either allow a user to make ...
Tim Smith 8 months ago in Sage CM Mobile 1 Future consideration

Provide a link in emails from SCM that allows employees to open SCM

When a document is sent via any correspondence, team members such as architects and vendors can follow the link to the TeamLink Portal and access the documentation. However, if employees are copied, they can do nothing with that email . It would b...
Guest 8 months ago in Contacts / Inbound Email / User Properties 8 Future consideration

Auto Add Weather to Daily Logs

Have Weather conditions Auto Populate in Daily Logs
Guest 3 months ago in Daily Log (Daily Report) / Feature Settings / New Email Features & Email Browsing 0 Future consideration

Add a setting to automatically add weather to Daily Log.

Weather is a critical piece for any construction project. Other s/w we used adds it automatically. Would be nice not to have to add weather manually every day…
Guest 10 months ago in Daily Log (Daily Report) 2 Future consideration

Special Variable that Allows for use on "Quantity" input when adding Work Assembly Item to Estimate

There is currently no way to utilize the "quantity" that is input by the user when adding a work assembly item to an estimate. Ideally, there would be a special variable (similar to WAQty and EstQty) that would allow for the use of this quantity i...
Carl Lyles 3 months ago in Estimating Items / Work Assemblies 5 Planned

Restrict Cost Types to Cost Codes

Clients need the ability to restrict cost types to cost codes
Guest 7 months ago in Job Cost Codes 0 Future consideration