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Scope of Work Always Expanded

Scope of Work section should always be visible by default, without requiring the user to click to expand it in all tools. This will help prevent the overlooking of the important details, improves workflow efficiency and ensures greater visibility ...
Amery Scott 23 days ago in Procurement 2 Needs review

Need a Percentage Paid Column for Subcontracts

On either the Subcontract tool or the Subcontract Status Summary tool we need a column to show total percentage paid
Guest about 2 months ago in Subcontracts 1 Needs review

Update submittals in bulk in the UI

I brought this up before but just want to emphasize this one as a quality of life feature. With the submittal import not accepting respondents and due dates to be mass imported, I've spent way too much time adding due dates to each submittal. Plea...
Matthew Carlisle 2 months ago in Submittals / UI User Interface Enhancements 0 Future consideration

Automatic COI Email Alerts

As intacct can now send out automatical compliance emails on COI, this feature will defintiely begin to be a push for many Intacct Clients.
Guest 6 days ago in Notifications 0 Needs review

Lead Enhancement

Need ability to add client as a lead column not just the description.
Guest 6 days ago in Leads 0 Needs review

Titles for contacts - ability to add a new title on the fly

When entering a contract and their title is not already in the master list have the ability to add it to the list without having to leave the contact screen.
Bruce Dutnall 22 days ago in Contacts 0 Needs review

MWBE and SDVOB

Please put Checkbox fields on main info page for Companies to identify MBE, WBE or SDVOB- as almost all public work requires %s of each of these to be hired.
Guest about 2 months ago in Companies / Compliance 2 Needs review

Ability to add Company Classification WHILE adding new company to Contact Management.

When adding a new company to Sage, you input all of the address, contact info, etc. It would be more natural to also choose company Classification at this stage. As it stands, you have to fully add the company AND THEN you can assign classificatio...
Will Benhardt 17 days ago in Contact Management 0 Needs review

"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 17 days ago in Workflow 0 Needs review

Sage Estimating Integration

Create a way to import estimates from Sage Estimating to SCM either on the Lead or Project or both.
Adrianna Johnson 3 months ago in Estimating, RFP, Proposals (Pre-Construction) 0 Future consideration