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Copy lead functionality

It has been requested to have the ability to copy leads for specific customers. It would be nice to also have the option to copy related records (eg. cost codes, prime contract, POs, subcontracts, etc)

Guest 12 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) 2 Future consideration

9 VOTE

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 about 1 year ago in Accounting Link for Sage Intacct 3 Future consideration

1 VOTE

project photos

the project photos preview is not appearing when it is .JPEG but photo preview appears when it is .JPG could you please resolve this issue

Guest about 2 months ago in Photos 1 Unlikely to Implement

2 VOTE

If the ItemCostCode is a mergefield item, then CostCodeDescription ought to be too

As part of building reports, I find that something like with CO Items I can refer to the Cost Code of an item but not the description of the cost code - where as in a detailed report like the prime invoice the cost code and description are both pr...

Sean Coffman 3 months ago in Detail Report Templates 1 Already exists

5 VOTE

Sage CM Mobile - Sort drawings alphabetically

On the sage cm mobile app there is no sort to how the drawings are displayed, this makes it very challenging when trying to find a drawing.

Jack Speshock 8 months ago in Mobile - Android / Mobile - Apple 2 Future consideration

4 VOTE

Prime Invoice Payment Update Field

Prime Invoice - Accounting Status - Payment Updated Date field should be the date that the payment was actually received versus the date synced or date manually updated, i.e. deposit date in accounting system is 7/30/2024 but we didn't enter it in...

Guest 7 months ago in Prime Invoices / Subcontract Invoices / Vendor Bills 3 Future consideration

1 VOTE

Copy Bill with attachment to PO

It would be very helpful that when you hit "Copy Bill" that it attaches to the same PO and cost codes so that the bill can be a copy of the previous bill.

Megan Zwart about 2 months ago in Purchase Orders / UI User Interface Enhancements / UI User Interface Navigation / Vendor Bills 2 Needs review

9 VOTE

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

6 VOTE

Transaction Approval Workflow - Add rule option for Work Orders

No description provided

Norman Wendl 10 months ago in Contracts and Procurement Workflow / Work Orders 0 Future consideration

1 VOTE

Rejected Workflow Alert

Can we get a rejected workflow email alert for all parties involved in a workflow. Once it is rejected by one person, everyone Internal is email notified it was rejected, as well as Teamlink portal users who entered the item.

Guest about 2 months ago in Contracts and Procurement Workflow 3 Already exists

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