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Automated Submittal email notifications

When a submittal is created, the system should have the ability to sent out email notificatons automatically each day until the responded responds to the submittal.
Blesson Mannil 11 months ago in Alerts and Calendars / Notifications / Submittals 1 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 8 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 2 Future consideration

Simplify and enhance the process of revising prime contracts when integrated with SIC

Ideally, the locking/unlocking of prime contracts would be permissions controlled. Once unlocked, the user should be able to edit the prime contract estimate, revenue, cost codes, etc. To best manage editing of prime contract estimates, cost codes...
Carl Lyles 6 months ago in Contracts and Procurement Workflow / Prime Contracts 0 Future consideration

Sage CM Mobile - Sort drawings alphabetically

On the sage cm mobile app there is no sort to how the drawings are displayed, this makes it very challenging when trying to find a drawing.
Jack Speshock 6 months ago in Mobile - Android / Mobile - Apple 2 Future consideration

Add ability to add backup to esign documents

When sending an estimate via e-sign feature it would be nice if you could attached supporting documents if needed.
Guest 12 months ago in eSign (including DocuSign) / Linked Files (Projects) 0 Future consideration

Change Management - Single line vs multiple lines on sync

Currently, when pushing over a change order on a prime contract, it syncs over into Intacct in multiple lines. It pushes over into the cost budget with a zero line for the contract value and on the contract side, it pushes over a zero line for the...
Jo Steiner 12 months ago in Accounting Link for Sage Intacct 0 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 about 1 year ago in Sage CM Mobile 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 12 months ago in Contacts / Prime Contract Setup Wizards (Includes Project Setup Wizard) / Project Directory 0 Future consideration

Option to email all responsible contacts on the checklist

Client would like to be able to email all the responsible contacts attached to the checklist; similar to the "email resources" function works on the gantt chart in scheduling.
Patrick Sheppard 2 months ago in Checklists / UI User Interface Enhancements 0 Future consideration

Allow for more granular settings in controlling which fields sync to SCM from Intacct

In our scenario. this idea pertains specifically to employee information, but it could be broadened to a more general scope regarding the integration. When syncing employees from Intacct to SCM, there are certain fields that we would prefer not to...
Carl Lyles 5 months ago in Accounting Link for Sage Intacct 0 Future consideration