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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 over 1 year ago in Drawings / Mobile - Android / Mobile - Apple 0 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 over 1 year ago in Companies / Contracts and Procurement Workflow / Purchase Orders / Subcontracts 1 Future consideration

Add a Rating tag for companies in Contact Management

Add a field that would allow users to rate vendors. For the sake of the current Contact Management setup, the ratings would be: 1 2 3 4 5 N/A [N/A for companies who are only clients]
Audrey Peebles 6 months ago in Contact Management / New Product Integration / Project Directory 4 Future consideration

Add sent from filter to list views

Add columns for sent from and sent date to list views, have it populate from teh emails sections of transactions. This way clients can filter their list views by which items have been emailed out of the system.
Guest about 1 month ago in UI User Interface Enhancements 1 Future consideration

"Version History" for items within Workflow

Whenever a workflow item is abandoned, we have to rely heavily upon the comments left during approval or rejection to know what changes were made since the last iteration. I propose that every time a workflow item is initiated, Sage CM will captur...
Will Benhardt 4 months ago in Workflow 0 Future consideration

Multientity Email Templates

Be able to have a drop down to choose which entity the project is assigned to and then for email templates (whether its standard or custom) to be defaulted to that entity in scm
Ariel Johannes 12 months ago in Companies / Contacts / Email Templates (includes custom template) / Templates & Reports 1 Future consideration

ITB - Show Vendors grouped by classification similar to Contact Management module's Company listing

See attached images for more details
Norman Wendl about 1 year ago in Companies / ITB (Invitation to Bid) 0 Future consideration

Prevent sync to Intacct if Vendor is out of compliance

No description provided
Matthew Carlisle 3 months ago in Accounting Link for Sage Intacct / Compliance / Contact Management / Vendor Bills 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 6 months ago in Estimating, RFP, Proposals (Pre-Construction) / Leads 0 Future consideration

Subcontractor Change Order Cost Codes

When creating a subcontractor change order, it would be nice when selecting a cost that the cost codes that are associated with their contract would list on top and then give the option for the rest of the cost codes below that.
Megan Zwart about 2 months ago in Job Cost Codes / SCO / UI User Interface Enhancements 0 Future consideration