All ideas

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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...

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...

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...

In feature settings, can you add the ability to create additional subcontract types that can be mapped to Sage 100CON subcontract types in posting settings?

Have the ability to adjust the amount due to rounding differences. Currently, you can only adjust the percentage held on the total invoice but it then calculates and rounds per job cost code so you can end up with a rounding difference. This ideal...

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...

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.

Have a read only option for all features in security role setup. There are some areas where customers would like to restrict the ablility of users to add/edit information IE contacts

We want to be able to click the document name in the specifications and have the PDF pop-up for viewing within Sage CM in addition to clicking "View" on the "...". This would be more efficient and time-saving.