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Ability to have a consultant login for client sites

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...
Adrianna Johnson about 1 year ago in User Properties / User Security Roles 2 Future consideration

Limit Delete Permissions to Admin Users Only

Add more detailed user permission settings so that only Admin users can delete items. Regular users should not have the ability to delete drawings, files, or other important data.
Amery Scott 4 months ago in Settings / User Properties / User Security Roles 0 Future consideration

PO CO Detailed Reports

Currently, PO COs are able to be created, however, the Detailed Report to print and send to vendor for signature is not complete. Comments are pulling from original PO and not PO CO items. Also, there is no signature field. Is this something that ...
Victoria Edenfield Hurd 2 months ago in Log Style Reports / PO CO, POCO, Purchase Order Change Order / Purchase Orders 0 Future consideration

Adding Outlook calendar invites to the Meeting Invitation

When a CM Meeting is sent there is no Outlook invite sent along with it to add to the desktop outlook calendar. I receive similar links from ProCore when getting invites from other contractors.
Guest about 1 year ago in Alerts and Calendars / Meetings / New Email Features & Email Browsing / Safety Meetings 3 Future consideration

Download an archived job and take it offline - Need Procore Extracts like tool

SCM needs a tool like this. Procore offers a free product called "Procore Extracts" and it allows you to fully export jobs into a very clean file folder structure. Basically, you'd have the job folder and then dozens of folders inside drawings, pi...
Sue Parker 28 days ago in New Product Integration / Projects 0 Future consideration

Sync Bills from SIC to SCM making bills a bi-directional sync

Allow bills from SIC to sync into SCM. Bi-directional syncing
Diane Gennarelli 5 months ago in Accounting Link for Sage Intacct 0 Future consideration

Allow Linked Files to be added as attachments to emails

Instead of clients having to add files that were already uploaded into the system as attachments to the email manually, can there be a check box functionality that allows the system to add already linked files as attachments to emails at the discr...
Guest about 1 month ago in New Email Features & Email Browsing / UI User Interface Enhancements 0 Future consideration

Allow mobile app to work offline

We build houses in areas that have poor cellular signal and no Wi-Fi. Being able to work on an offline version of a project and have changes sync to the project once an internet connection is re-established would be helpful.
Guest 7 months ago in Mobile - Android / Sage CM Mobile / UI User Interface Enhancements 0 Future consideration

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 5 months ago in Subcontracts / UI User Interface Enhancements 3 Future consideration

Sage Estimating Integration

Create a way to import estimates from Sage Estimating to SCM either on the Lead or Project or both.
Adrianna Johnson 7 months ago in Estimating, RFP, Proposals (Pre-Construction) 0 Future consideration