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Daily Logs

As owners, its nice to get an email of the daily log once its inputted into the app from the field vs me having to go get it and see if its there yet.
Frank Cardone 12 months ago in Daily Log (Daily Report) / New Email Features & Email Browsing 0 Future consideration

uninitiated bills on dashboard

Put a section on the home page/dashboard that shows unintiated bills.
Sue Kelly 7 months ago in Contracts and Procurement Workflow / UI User Interface Enhancements 2 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 12 months ago in Accounting Link for Sage Intacct / Subcontract Invoices / Vendor Bills 0 Future consideration

Add Project Start Date and/or Milestone Tasks to Alerts

It would be very helpful to add project start/end dates and/or milestone tasks to the alerts calendar.
Guest 4 months ago in Alerts and Calendars / Projects (Active and Inactive) 0 Future consideration

Create T&M Users as Contractor, not Employee

Goal: have contractors and/or contract 'employees' record hours directly in SCM. Solution: Allow creation of T&M user accounts as contractors, not just employees. These user accounts would have the same functionality as vendors with 'track tim...
John Drinkwater 11 months ago in Labor Timecards / Teamlink User Roles / User Security Roles 6 Future consideration

Equipment - New Views/Dashboards on Eqp Module Landing Page

Equipment Hours Summary Dashboard (All Projects & Equipment) Time Period Options: Last 30 Days, Last 60 Days, Last 90 Days, Last 6 Months, Last 12 Months Service Ticket Listing (All Projects & Equipment) Filters: Status, Date Range Equipm...
Norman Wendl 5 months ago in Equipment Items 0 Future consideration

Equipment - New Equipment Module Calendar, Alerts and Notifications

Equipment Calendar: Purchase Date Sold Date Service Date Equipment Alert: Same as Equipment Calendar Equipment Notification: Service Date
Norman Wendl 5 months ago in Equipment Items 0 Future consideration

Edit General Messages ITB

Under invitation to bid once you create a general message you cannot edit, or delete it... would be nice to have this feature
Gilbert Sanchez 7 months ago in ITB (Invitation to Bid) 0 Future consideration

Feature to hard stop PO Bill from exceeding PO amount

There is currently no option to prevent a PO from being Over-invoiced in Sage CM. There is only a warning to alert the user when they are entering an invoice that exceeds the PO amount. When this occurs and the users accepts the warning in Sage CM...
Shiva Muthuswamy 9 months ago in Procurement 1 Future consideration

Clock in/out notifications

Add notifications to the app when a user arrives inside a project geofence to clock in and when they leave to clock out. Also a notification to managers when field staff clock in/out outside a projects geofence area
Tim Smith 11 months ago in Clock-In / Clock-Out / Feature Settings 0 Future consideration