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    Log of emails that is Sage CM wide for admins to review

    To see how many emails were successfully or unsuccessfully sent from & to. If there was an issue with the email address, how many emails were sent to a contact etc. Basically on a mass scale rather per PO or invoice, including outbound emails.
    John Masterson almost 2 years ago in Emailing and Email Templates 0 Future consideration

    Submittal List Columns

    Are there any upcoming releases or existing options that would allow actions to be added to the Submittal List View column? For example, in the attached screenshot, the customer would like to see both the status and the sent information within thi...
    Christal Huskins 6 months ago in Submittals / UI User Interface Enhancements 0 Future consideration

    Link Sage Intacct Bills to Subcontracts / Purchase Orders

    I have had a customer request that Sage CM be able to link / attach AP or Purchasing Bills from Sage Intacct to Purchase Orders/Subcontracts in Sage CM. Use case for this is the customer is currently using Sage Paperless Construction for entereing...
    Jack Speshock about 2 years ago in Accounting Link for Sage Intacct / Subcontract Invoices / Vendor Bills 0 Future consideration

    Drop Downs Need Parameters

    When entering a sub invoice after selecting the subcontractor the menu does not limit the available job cost codes to the one that are only for that vendor. It has all available. This causes major accuracy issues when all job cost codes even outsi...
    Guest over 1 year ago in Job Cost Codes / Subcontract Invoices / UI User Interface Enhancements 0 Future consideration

    Use OCR technology and coordinates on the PDF sheet to determine the Drawing # and Title

    Currently, the meta data in the drawing file is used to set the drawing number and title. If this is missing, OCR technology could be used to extract this information. However, this would require input from the user to designate the location/area ...
    Norman Wendl almost 2 years ago in Drawings / OCR 0 Planned

    Subject Line in ITB Subcontractor Emails

    Clicking on a subcontractor on the ITB vendors page shows the vendor's history on the project. At the bottom of the page, it shows the emails sent. We have created a number of email templates to use throughout the bidding process. It would be help...
    Marc Macialek 11 months ago in ITB (Invitation to Bid) / UI User Interface Enhancements 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 about 2 years ago in Prime Contracts 2 Future consideration

    Project Manager Sync

    Have the project manager assigned in SageCM sync to the project manager field when exported/created in SageIntacct. Similar to how project type in SageCM syncs to SageIntacct.
    Guest over 1 year ago in Accounting Link for Sage Intacct 0 Future consideration

    ITB - Show Vendors grouped by classification similar to Contact Management module's Company listing

    See attached images for more details
    Norman Wendl over 1 year ago in Companies / ITB (Invitation to Bid) 0 Future consideration

    Multiple Revenue GL Allocation

    We have clients with multiple GL accounts and what to post to those separate accounts either on a project basis or a contract line item basis. Can we create a field in the Posting Wizard that allows for choice on what GL to post the contract to li...
    Guest almost 2 years ago in Accounting Link for Sage Intacct 4 Future consideration