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Project Name and location on Workflow approvals

When reviewing a subcontract workflow, I really need the name of the project and location on the screen so I can verify that we have everything set up correctly for that state. I am currently having to pull up another screen to search the project ...
Guest 4 months ago in Contracts and Procurement Workflow / UI User Interface Enhancements 0 Future consideration

Support HEIC File Uploads to Photos

We are seeing more HEIC photo files, but Sage does not support this file type. At a minimum the user should get an error message that tells them this type of file is not currently supported. When trying to drag this file from desktop to the Upload...
Jessica Whyde 11 months ago in Linked Files (Projects) / Mobile - Android / Mobile - Apple / Photos 0 Future consideration

equipment maintenance - repair and service

expand this functionality to address the smaller civil contractor that no one currently services - add more functionality to tracking repairs and maintenance
Ian Broadfoot 11 months ago in Equipment Items / UI User Interface Enhancements 1 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 8 months ago in Accounting Link for Sage Intacct 0 Future consideration

all analytic reports should have the option without tax

All Sage CM customers in Canada, UK, Australia, NZ and others - DO NOT include GST - VAT as a Cost to a Job. This would also apply to Sage Intacct.
Ian Broadfoot 12 months ago in BI Summary Dashboards / Detail Financial Analytic Reports / Tax 1 Future consideration

Have File Repository or Area for Company Files not tied to a Lead or Project

Details: Menu Option: Company Files Folder / Subfolder Structure Permission Attributes Internal Employees Specific Employees All External Companies Show In TeamLink Portal (This would be a new menu option in portal.)
Norman Wendl 6 months ago in Linked Files (Projects) / UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Open multiple tabs

I would like to be able to click on a link with my mouse wheel and it opens the screen in a new tab.
Guest 10 months ago in UI User Interface Navigation 0 Future consideration

Copy a role to create a new role in TeamLink Portal Settings

When creating a new role in Teamlink Portal Settings, would like the ability to copy a role so that all we have to do is add or remove items instead of creating from scratch.
Guest 8 months ago in TeamLink Portal 0 Future consideration

Meetings - Items library that can be imported into New Business section.

These items would be set up in Settings | Feature Settings | Documentation.
Norman Wendl 6 months ago in Feature Settings / Linked Files (Projects) / Meetings / Safety Meetings 5 Future consideration

Add option for "lead directory" in favorites shortcuts for leads

Ideally there would be an option to add favorite shortcuts for all items in the lead/project menu.
Carl Lyles 6 months ago in Leads (Active or Intactive) / UI User Interface Navigation 0 Future consideration