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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 12 months ago in Alerts and Calendars / New Email Features & Email Browsing / Teamlink Portal (General) 1 Future consideration

Add drawings and specs from mobile app

I have had a customer request the ability to upload drawings and specs from the mobile app. Their project managers all have iPads that they use for work.
Jack Speshock about 1 year ago in Drawings / Mobile - Android / Mobile - Apple 0 Future consideration

Add scheduling (gantt) to leads

It would be useful to have the scheduling tools in the leads section so that a schedule can be built out while an estimate is being created
Aaron Henry about 1 month ago in Estimating, RFP, Proposals (Pre-Construction) / Leads 0 Future consideration

Submittal - Edit and change Respondence after created.

When in submittals there is a editable field under 'Respondence' but its useless when it comes to editing the contact or changing email addresses or in my case I forgot to add the contact/email address now I don't have a chance to change it withou...
Jessica Carbone 3 months ago in Submittals / UI User Interface Navigation 0 Future consideration

OCR Scan Count (Remaining Scans Allowed for the Month)

It would be helpful for Clients to see where they stand on their allowable OCR scans in the settings area.
Adam Clark 7 months ago in Company Settings / OCR 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 over 1 year ago in Daily Log (Daily Report) 2 Future consideration

Ability to create Change Orders of a different Contract Type than Prime Contract

It is very common in our industry for change orders to have a different contract type than the prime contract. For example, a project may be initiated from an estimate as a fixed lump sum contract. As the project progresses, a change order may ini...
Carl Lyles 7 months ago in CO 9 Future consideration

Outside Emails

IS there a way that we could route outside emails into a project? can we have a project specific email to copy so it will save an email to the project? Or could there be an outlook add in that allows us to save emails and documents within outlook ...
Guest about 1 year ago in Inbound Email 1 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 about 1 year ago in Sage CM Mobile 1 Future consideration

Adding Existing Company to Project from PO and Subcontract - Not Returning to Record Creation when Added

Currently from within the PO and Subcontract entry, when "Adding Existing Company to Project Directory" from a PO or Subcontract, it does not return to the record you started. It goes back to Procurement where you have to select either Purchase Or...
Dawn Parents about 1 year ago in Project Directory / Purchase Orders / Subcontracts 1 Future consideration