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Improvements to submittal list

1) Ability to click on each heading to sort by that heading (Submittal #, issue date, subject, originator, etc. 2) Ability to print the submittal list as it appears without having to go to reports.
Guest about 2 months ago in Submittals 0 Future consideration

Date Filter on Analytics change

When choosing a custom date in analytics could there be an apply button after all settings are chosen. Currently you enter the From date and it goes and thinks about it and then you add the to date and it goes and thinks about it, then you click o...
Gaylene Underwood about 2 months ago in BI Summary Dashboards / Detail Financial Analytic Reports 0 Future consideration

Export RFI PDF with linked files (photos, plan sketches, etc)

We add linked photos with mark-ups to an RFI in Sage. It would be helpful if Sage could export the RFI document itself along with the linked files as one document. Some project partners don't want to have a Sage login, and it takes multiple steps ...
Marc Macialek 7 months ago in RFI 4 Already exists

Workflow rule to allow mixture of AND/OR and Parallel/Sequential

Say you wanted a 2 step approval where step 1 was 2 or more people/roles like PM or Bid contact and step 2 was a named Manager. You can't achieve it as if sequential you can only add 1 person/role per step. Or if try one step its either AND which ...
Tim Smith 12 months ago in Contracts and Procurement Workflow 1 Future consideration

Add locations to photos in daily logs

Ability to assign a location to photos that are added to daily logs. This would then have the photos group correctly in the photo feature.
Jack Speshock 7 months ago in Daily Log (Daily Report) / Photos 2 Future consideration

Add zoom function to the app camera

Right now when taking a photo from the sage cm app, you cannot zoom in
Jack Speshock 7 months ago in Mobile - Android / Mobile - Apple / Photos 4 Future consideration

Granting Project Access by Adding Company Contact to Project Directory

In lieu of having to add a project to a User in the Company Settings, it would be useful to have any user be granted access to a project if their corresponding Company Contact was added to the project directory.
Adam Clark over 1 year ago in Contacts / Project Directory / Teamlink Portal (General) 1 Future consideration

Project Directory - search should search all pages

When you are adding an existing company to a project and you search for that company the company should come up. EVEN if there is a 25 page Limit. Also, There shouldn't be a limit or if I choose 1000 it should remain that way ..
Guest about 2 months ago in Contact Management 0 Future consideration

Submittal - Automatically send Originator email notification when there is an update to submittal

Currently when a respondent replies to a submittal or rfi the coordinator has to go to actions > send response to originator. We would like an automated email to go to the originator letting them know that there was a response.
Jack Speshock 5 months ago in New Email Features & Email Browsing / RFI / Submittals 0 Future consideration

Printable Schedules

Though the schedule does look beautiful on screen, it is almost impossible and takes a lot of tries to print a legible PDF document to share with clients and/or trades. This is almost the only reason our team here is loath to use the scheduling to...
Audrey Peebles about 1 year ago in Schedules (Gantt Chart) 0 Future consideration