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Rename Feature within SCM

Be able to rename a work order to something else, for example my Masonry client receives Purchase Orders from the County which are really Work Orders. The client would like to rename work order to purchase order to not have confusion for their team.
Ariel Johannes 5 months ago in Feature Settings / UI User Interface Enhancements 1 Future consideration

Recycle Bin for deleted items

Would be nice for us to be able to recover an accidentally deleted item such as estimate, subcontract, timesheet etc.
Aimee Boehm 3 months ago in Document Viewer / Drawings / Linked Files (Projects) / Photos / User Interface 2 Future consideration

Currently working on

Add column that shows whose responsibility the submittal is at this time -- also - show Status (Approved, Pending, Revise and Resubmit, Reject)
Guest 5 months ago in Submittals 1 Already exists

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

Deactivate Company Rather Than Make Inactive

Currently when you make a company "Inactive" and there had been a previous subcontract or purchase order, that subcontract or PO record is no longer visible in the procurement views. There should be an option to deactivate and allow the record to ...
Dawn Parents about 1 year ago in Companies / Contracts and Procurement Workflow / Purchase Orders / Subcontracts 1 Future consideration

Create integration with BlueBeam software

This software has great take off and drawing management capabilities not to mention others. It will give an alternative for take off
Guest about 1 year ago in Drawings / Estimating Items / New Product Integration 0 Future consideration

Automated Submittal email notifications

When a submittal is created, the system should have the ability to sent out email notificatons automatically each day until the responded responds to the submittal.
Blesson Mannil 9 months ago in Alerts and Calendars / Notifications / Submittals 1 Future consideration

Send RFI, Instruction from Project Groups

Having the Project team groups as an option in the contact list for a project so we can send all correspondence to a Project team group instead of induvial clicking them or a separate message for each contractor . e.g. RFI's, Transmittal, issues,
Brendon Rohde 11 months ago in Project Groups / RFI 0 Future consideration

Prime budget cost code referenced on subcontract

It would be very helpful to see and reference the budget amount for the given costcode(s) that are being subcontracted on the procurement documents. Is this possible to do now?
Guest 6 months ago in Prime Contracts / Subcontracts 3 Future consideration

Log of emails that is Sage CM wide for admins to review

To see how many emails were successfully or unsuccessfully sent from & to. If there was an issue with the email address, how many emails were sent to a contact etc. Basically on a mass scale rather per PO or invoice, including outbound emails.
John Masterson 8 months ago in Emailing and Email Templates 0 Future consideration