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Deleting / Removing Contacts / Employees

Removing former employees and contact management contacts. People leave companies, the inability to remove contacts because they are linked to meeting minutes, subcontracts etc. is not effective or helpful.
Guest about 2 months ago in Contacts / Employees (Active or Inactive) / Project Directory 3 Future consideration

Insurance certificates bulk download

Before audits, we need to provide copies of the insurance certificates for a particular period. It would be great to have the ability to run a report and download a PDF version of the insurance certificates that are stored on Sage CM.
Guest 3 months ago in Companies / Compliance 1 Future consideration

Unpaid billed report for all bills and sub invoices

Please create a report showing all bills and sub invoices that have been billed to the client but not paid to allow easier approvals.
Debbie Idzik 9 months ago in Cost Plus With GMP / Cost Plus Without GMP / Log Style Reports 0 Future consideration

Project "Financials" Tab on the Project Home Screen

In the old Corecon, on the Project Home screen, there was a "Financials" tab where you could quickly see the contract value, amount invoiced, etc. This disappeared when Corecon went to Sage and it would be very useful to have this back.
Justin Whitaker 9 months ago in Projects (Active and Inactive) / UI User Interface Enhancements 1 Future consideration

Printing reports for multiple projects in a single job format.

Hello! Can you guys add a feature for multi-project reporting that prints each job by open/closed and project field instead of automatically rolling them all together? It would save time from having our admin staff print the individual job reco...
Guest 5 months ago in Detail Financial Analytic Reports / Feature Settings / Log Style Reports 0 Future consideration

Copy PO, Bill and Subcontract Wizard - Add Project Status option (ie. active, archived) to copy transactions from inactive jobs

Currently, the Copy PO, Bill and Subcontract Wizard will only show active jobs. Adding a project status option will allow users to copy transactions from jobs that have been archived.
Norman Wendl 3 months ago in Purchase Orders / Subcontracts / Vendor Bills 0 Future consideration

Add ability to customize Teamlink views

This is a big one. Right now, the teamlink view for external parties is a bit messy in my opinion. For example, when sending an RFI the request is collapsed by default so someone needs to expand it to view the request. It would also be nice to be ...
Dario Tomic 9 months ago in Teamlink Portal (General) / UI User Interface Enhancements 0 Future consideration

Allow "Enter" to initiate Global Search

When using Global Search, you currently enter your search criteria and click Search. It would be useful, and one less click to have the option to click Enter and it initiates the search feature.
Dawn Parents 9 months ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Set billable/not billable default

Most misc expenses, bills, and invoices on lump sum contracts should be billed to a JCC when they are part of the main scope of the project. These types of items would be non-billable. But it seems that the SCM default is "billable". It would be h...
Marc Macialek 9 months ago in Cost Plus With GMP / Cost Plus Without GMP / Labor Timecards / Misc. Expenses / Prime Invoices / Subcontract Invoices / Vendor Bills 0 Future consideration

Units of Measure Integration with Intacct

Currently there is no integration/sync between SageCM and Sage Intacct. This is creating problems in Procurement where the UOM field is an open field where users can type in what they want. The problem comes when trying to Post to Intacct, if the ...
Guest 5 months ago in Accounting Link for Sage Intacct 0 Future consideration