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Allow for setting default "responsible contact" by item in checklist template

As described in idea (SAGECM-I-552), we utilize checklists for internal workflow purposes. It would be desirable to set defaults for the "responsible contact" by item in the checklist template, so that when adding the checklist template to a lead/...
Carl Lyles 2 months ago in Checklists / Contacts 3 Future consideration

Project Analytics Filtering

We need the ability to look at project data over defined spectrums, for instance a PM for a team. This filter capability is vital to have in the project analytics module.
Mike Just about 1 month ago in Reporting / Analytics 1 Future consideration

Before and after photos in punchlist reports

When printing punchlist list reports it would be very helpful if there was an option to attach the before and complete photos directly into the report.
Kenani Brandon 2 months ago in Photos / Punchlist 1 Future consideration

Add draft option in Submittals and RFIs

I would like it if there was a draft option to RFIs and Submittals so you can draft either document to be ready to go without being visible to anyone who is referenced. Currently with the only options being open or closed, anyone who is referenced...
Guest 5 months ago in RFI / Submittals / Teamlink Portal (General) 0 Future consideration

Recognize date issues prior to accounting system sync

If the system can recognize when an issue date is after the payment due date and provide an error message, it will reduce the back and forth with the invoice approver. I found this error when I attempted to sync the invoice with Intacct. Now I hav...
Guest 3 months ago in Accounting Link for Sage Intacct / Prime Invoices / Subcontract Invoices / Vendor Bills 0 Future consideration

Purchase Order Statuses

Customers are looking for more status options on purchase orders such received, invoiced, and closed.
Sue Parker 5 months ago in Feature Settings / Purchase Orders 0 Future consideration

Add a comment box to all change status methods of the Workflow Approval Process

When a Workflow Approval or Reject is added, we need a pop-up box to appear. This should be available if the user is changing the approval status in the Workflow Tab on the Home View, from within the record or transaction, from log views, or when ...
David Holler 10 months ago in Contracts and Procurement Workflow / Time & Expense Workflow 1 Future consideration

Add Alternates Section to Subcontracts

Many times our clients would like alternates included in a subcontract so items and prices are locked in if they choose to go with a different product or add additional scope. There should be an area these can be added into Sage Construction Manag...
Kenani Brandon 3 months ago in Allowance Packages / Subcontracts 1 Future consideration

Ability to Change Order Out Held Retainage.

When a subcontract warrants retaining the retainage either in whole or partial for a subcontractor to cover damages, repairs by others, etc., there is not currently a way to account for that other than leaving an open balance in SAGE. It would be ...
Dawn Parents about 1 month ago in SCO 1 Future consideration

Add an Outlook, Office 365 and/or Gsuite integration

Allow connection and sending from your own email server so you can see sent record in your own emails and receive bounce back notification when emails are incorrect. Also if someone does email you direct that you can take that email and either thr...
Tim Smith 8 months ago in New Email Features & Email Browsing 0 Future consideration