All ideas

It would be nice for businesses that do small jobs frequently to have a more simplified process for signature integrated into Sage. For example, we use sub contractors on jobs that are frequent in occurrence. If the Team link could incorporate a d...

Architects can edit responses and eliminate the previous history of the first response issued. Can not track appropriately when responses are received if they can be changed at a later date. This is dangerous because if we go off the original resp...

Provide a tab listing edits and changes to fields across the various forms- Example- a Superintendent accidentally deletes or modifies field in a CPR, thus changing key financials- Currently no record exists of these changes, leading to many poten...

Permit expiration is not a column that can be added to the Permits list inside Projects. This is the most important information regarding permits for clients, why would this not be a field to choose as a column.

Can we add a a CPR Response due date field. It Is really hard to get respondents to respond when there isn't a date required by.

It would be great if there was a simple report to run that shows a projects bills and if they were billable or unbillable to the client.

Have the ability to view and reply to anything within SCM through Outlook or Email without having to click into the Portal or SCM. Also consider an approval button that could act as a virtual signature/approval via email.

Several clients have asked for this as the superintendent is a key requirement on reporting and filtering.

If someone books a commitment (subcontract or PO) to a cost code and then the cost is applied, this expense (and commitment) cannot be moved to a different cost code without unapproving all the linked steps. In some cases this can be many invoices...

After multiple implementations with clients we have some comments/concerns about the current way we have to gain access to our client's environments. In order to help our clients with system setup and training we need to have access into their sys...