Sage Construction Management Ideas Portal
ADD A NEW IDEA

All ideas

Showing 727

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

OCR Scan Count (Remaining Scans Allowed for the Month)

It would be helpful for Clients to see where they stand on their allowable OCR scans in the settings area.
Adam Clark 11 months ago in Company Settings / OCR 0 Future consideration

Daily Logs - Editable Fill under Workforce

Can you please make the Comment box editable from Main screen? As of right now you can't edit it after adding multiple subcontractors under workforce. See screenshots. However, under Visitors you can edit purpose of visit after entering.
Jessica Carbone 8 months ago in Daily Log (Daily Report) 0 Future consideration

Job Address and Email Address Visibility in Prime Contracts

Currently you have to go into "Edit" mode to see the job site address for a Prime Contract. For those who need to see it and may not have access to edit records, it would be helpful to have it visible in the Prime Contract Information Screen at th...
Dawn Parents over 1 year ago in Prime Contracts 2 Future consideration

Save Filtered Views

I have noticed that when you are on certain list view, you can select columns, filter and set the order of records presented, but if there is a view that you prefer, you have to make those selections each time. I would be great if you can save and...
Henry Lubas over 1 year ago in Other 0 Future consideration

Ability to view Actual Cost-to-Date Overview on Project Home or Procurement page

It would be very very useful to be able to view ALL costs to date on a project in the same manner one can view the invoiced-to-date, without having to dig through a plethora of complicated reports or analytics that almost work but don't. It is not...
Audrey Peebles about 1 year ago in Detail Financial Analytic Reports / Prime Contracts / Projects (Active and Inactive) / UI User Interface Enhancements 4 Future consideration

Workflow Flexibility for Minor Changes

Currently, if you have sent an item through a workflow, you cannot make any minor changes to that invoice (e.g., correct spelling error in subject, change payment terms, etc.). It would be helpful to allow for these minor changes without having to...
Adam Clark 8 months ago in Contracts and Procurement Workflow 0 Future consideration

DATE FORMAT - USA

We just started using the program and didn't realize this was a foreign software. I'm told by support that the date format cannot be changed to MO-DAY-YEAR, as this is what we use in the USA. We have never received documentation with the format yo...
Sue Rich 5 months ago in Settings / UI User Interface Enhancements 3 Future consideration

Make the calendars able to be synced to something like google calendars

Implement functionality that allows Sage calendars (Bids due and Projects) to sync with external calendar platforms, such as Google Calendar, Outlook, or Apple Calendar.
Guest 3 months ago in Alerts and Calendars / Notifications / Scheduling 0 Future consideration

Dynamic Filtering of Active Leads & Projects

In setting access to a user's Leads & Projects, it would be desirable to have dynamic filters applied so that the system automatically added leads and projects based upon the filter criteria selected. The goal would be to eliminate the need to...
Carl Lyles about 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 2 Future consideration