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Provide a link in emails from SCM that allows employees to open SCM

When a document is sent via any correspondence, team members such as architects and vendors can follow the link to the TeamLink Portal and access the documentation. However, if employees are copied, they can do nothing with that email . It would b...
Guest over 1 year ago in Contacts / Inbound Email / User Properties 8 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 over 1 year ago in Accounting Link for Sage Intacct / Subcontract Invoices / Vendor Bills 0 Future consideration

Easier way to view linked file when approving bills in workflow

It would be nice if there was an eaiser way for the approver of a bill or sub invoice to be able to see the linked file of the bill image
Jack Speshock over 1 year ago in Workflow 0 Future consideration

Improved Project Status Functionality in the Integration with Sage Intacct

The posting preferences for the SCM > Sage Intacct integration currently only allow for setting a default "project status" upon creation of a project in Intacct. Ideally SCM would have some additional functionality (similar to intacct) that wou...
Carl Lyles 12 months ago in Accounting Link for Sage Intacct / Prime Contracts / Projects (Active and Inactive) 2 Future consideration

Multiple Revenue GL Allocation

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...
Guest over 1 year ago in Accounting Link for Sage Intacct 4 Future consideration

Rename Feature within SCM

Be able to rename a work order to something else, for example my Masonry client receives Purchase Orders from the County which are really Work Orders. The client would like to rename work order to purchase order to not have confusion for their team.
Ariel Johannes 12 months ago in Feature Settings / UI User Interface Enhancements 1 Future consideration

DRAWINGS-Add field for hyperlinks

User would like to be able to insert a hyperlink into a field that can be used to store drawings in outside cloud storage, so drawings within this storage location would benefit from features within that outside storage including opening drawings ...
Chris Donatelli almost 2 years ago in Drawings / UI User Interface Enhancements 1 Planned

Asset Management

When scheduling and we are utilizing equipment and employees, it would be very beneficial if the system notifified of scheduling conflicts.
Guest 6 months ago in Scheduling / UI User Interface Enhancements 0 Future consideration

Automatic notification when contract status changes

It would be helpful for the project manager of a project to get a notification when a prime contract goes from pending to active. This would trigger the PM to know that he project is now in their hands and can start working on it.
Greg Brune 4 months ago in Alerts and Calendars / Contracts and Procurement Workflow / Notifications 1 Future consideration

Read only option in role security

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
Jack Speshock over 1 year ago in User Properties / User Security Roles 1 Future consideration