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For AP transactions can we make a way for only Vendor Companies to populate in the drop down of transactions being entered

I have a few clients who have Company's in SCM that are both Vendor's and Customers and in the drop down the same name appears for both so they are sometimes populating the Customer company into the AP transactions that they are adding instead of ...
Guest 11 months ago in Companies / Contact Management / UI User Interface Enhancements 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 over 1 year ago in Sage CM Mobile 1 Future consideration

WIP report

The WIP report embedded in the WIP dashboard needs to be an analytic report on the list by itself please.
Sue Parker over 1 year ago in BI Summary Dashboards / Detail Financial Analytic Reports 1 Future consideration

Import multiple Prime contracts vs running the wizard 100x

Is there any consideration to Import multiple Prime contracts vs running the wizard 100x in the case stated below? 5) Implementation Plan - Job Cost Codes, Prime Contract and Original Budgets "Once the Owner releases certain units for renovation o...
Joseph Smith 3 months ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) / Prime Contracts 0 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 over 1 year ago in Inbound Email 1 Future consideration

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 over 1 year ago in Contacts / Prime Contract Setup Wizards (Includes Project Setup Wizard) / Project Directory 0 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 over 1 year ago in Project Groups / RFI 0 Future consideration

ITB > individual emails

Hi, it would be great to email specific trades individually during the bidding process.
Guest 6 months ago in ITB (Invitation to Bid) / New Email Features & Email Browsing 1 Future consideration

Pre Create Photo Albums without photos

It would be helpful if you could create photo albums without having photos. Currently you need to have a photo in order to create an album. It would be helpful to create these albums during project set up so the field team post photos to the corre...
anthony henderson over 1 year ago in Photos 1 Future consideration

Submittal notifications for cc'd recipients

The submittal notifications for cc'd recipients reads as if the cc'd recipient is required to respond. The notification should list the required responder after Attention and include a list of cc'd individuals. The email to cc'd recipients should ...
Nina F 8 months ago in Response Workflow / Submittals 0 Future consideration