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Prequalification

The ability to have a prequalification workflow for new subs/vendors to work through and complete before they are added to an ITB, etc. Ideally, they could log into the portal and and answer the appropriate questions normally included on a prequal...
Sue Parker 11 months ago in Companies / Compliance / ITB (Invitation to Bid) 6 Future consideration

Track Unpaid Breaks

It would be nice if the break function could be used for paid and unpaid breaks so you can track hours fully in sage and use that for whichever way you pay employees. With reports showing worked hours, paid breaks, unpaid breaks, and total hours (...
Guest about 2 months ago in Clock-In / Clock-Out / Labor Timecards 0 Future consideration

TeamLink Info For New Contact

When adding a new contact in the directory, the external user box is already selected under TeamLink Information, but the username auto populates to my first name and you cannot change it in the window. You have to save and go back in and edit it ...
Genevieve E 6 months ago in Contacts / Teamlink Portal (General) 0 Future consideration

Auto Add Weather to Daily Logs

Have Weather conditions Auto Populate in Daily Logs
Guest 11 months ago in Daily Log (Daily Report) / Feature Settings / New Email Features & Email Browsing 0 Future consideration

Would be nice if we have an option to send automatically email directly from sage when the project manager reject the invoice sent by subcontractor with an option to add the reason why was rejected

No description provided
Guest over 1 year ago in Contracts and Procurement Workflow / Lien Waiver / Subcontract Invoices 1 Future consideration

Prime Contract Status visible in Accounting Link "Primes Ready for Posting"

We are very excited about the August 2024 release, and the ability to send the prime contract separate from the project. As per the release notes, this is especially important when updates to the prime contract are to be made. Having the ability t...
Carl Lyles 11 months ago in Accounting Link for Sage Intacct / Prime Contracts / Prime Invoices 3 Future consideration

Project Title and Prime Contract Title on Subcontract

We would like the Project Title and Prime Contract Title on Subcontract. When we are going through a workflow to approve it we cannot tell what project it is for.
Guest 11 months ago in Contracts and Procurement Workflow / Subcontracts 0 Future consideration

Deleting photos from album

Currently, we are unable to delete a photo from an album without deleting it from the project. Please consider separating the delete photo from album from the delete photo from album and project.
Micah Will 6 months ago in Photos 0 Future consideration

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 about 1 year ago in Emailing and Email Templates 0 Future consideration

Allow for Photo Rotation Tool and Increase Size of Space to Upload Photos/Videos

If you take a picture with the camera held horizontally, and then upload the photo, the thumbnail of the photo will automatically rotate the image 90 degrees. Please fix this. It would also be great to have more size to upload pictures and videos....
Micah Will 6 months ago in Photos 1 Already exists