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Change setting Specify Contacts for Project once created

Once you have created a Project and selected the "Specify Contacts for Project" and therefore "Show Only Specified Contacts on Add/Edit Forms" you can no longer change that setting (and you can't even see how it is set). So if you missed setting t...
Tim Smith 10 months ago in Contacts / Prime Contract Setup Wizards (Includes Project Setup Wizard) / Project Directory 0 Future consideration

Closed Periods

Have periods closed in SageIntacct sync to SageCM to not allow transactions to be entered into a closed period in SageCM. This will help prevent sync errors when POs, Subcontracts, etc. are being entered using a date in a closed period.
Guest 3 months ago in Accounting Link for Sage Intacct 0 Future consideration

Auto Add Weather to Daily Logs

Have Weather conditions Auto Populate in Daily Logs
Guest 6 months ago in Daily Log (Daily Report) / Feature Settings / New Email Features & Email Browsing 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 11 months ago in Sage CM Mobile 1 Future consideration

Insurance for Architects & Engineers

Architects and Engineers are not required to provide insurance to us, but they will show up as "without insurance on active projects". Is it planned to create a check box to say someone does not require insurance, so they will not show up in that ...
Molly Toledo 8 months ago in Projects 1 Future consideration

Add Warning Banner When Viewing a Drawing's Previous Version

A warning banner should be shown while viewing a drawing's prior version, so you know you are not looking at the latest version of a drawing
Guest about 1 year ago in Drawings 0 Future consideration

Submittal - Automatically send Originator email notification when there is an update to submittal

Currently when a respondent replies to a submittal or rfi the coordinator has to go to actions > send response to originator. We would like an automated email to go to the originator letting them know that there was a response.
Jack Speshock 3 months ago in New Email Features & Email Browsing / RFI / Submittals 0 Future consideration

Save Filtered Views

I have noticed that when you are on certain list view, you can select columns, filter and set the order of records presented, but if there is a view that you prefer, you have to make those selections each time. I would be great if you can save and...
Henry Lubas about 1 year ago in Other 0 Future consideration

Add ability to add backup to esign documents

When sending an estimate via e-sign feature it would be nice if you could attached supporting documents if needed.
Guest 10 months ago in eSign (including DocuSign) / Linked Files (Projects) 0 Future consideration

AP pulling into AR billing automatically.

We are needing the subcontract invoices and bills to pull into the AR billing automatically.
Guest 10 months ago in Cost Plus With GMP / Cost Plus Without GMP / Subcontract Invoices / Vendor Bills 0 Future consideration