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Change success modals to toast messages

There are several places in the application where performing an action opens a modal / dialog box that requires clicking the X to close it and this completely disrupts flow within the app. There is nothing special about the modals, no call to acti...
Andrew Langstone 13 days ago in UI User Interface Enhancements 0 Needs review

Assign Multiple PMs to Project

The ability to assign more than one PM would be useful, as we have both internal and external PM per project.
Guest 13 days ago in Contacts 0 Needs review

Attachments to transfer to Intacct

Please add integration for any attachments that are uploaded in SCM to download into Intacct. Having to upload them twice is redundant and causes a lot of extra work that can be automatized. Sage has other products that do this already like FYLE t...
Irina Sirotkina 6 months ago in Accounting Link for Sage Intacct / Document Viewer / Linked Files (Projects) 2 Future consideration

Adding Outlook calendar invites to the Meeting Invitation

When a CM Meeting is sent there is no Outlook invite sent along with it to add to the desktop outlook calendar. I receive similar links from ProCore when getting invites from other contractors.
Guest over 1 year ago in Alerts and Calendars / Meetings / New Email Features & Email Browsing / Safety Meetings 3 Future consideration

Enhancement for Security Roles

Ability to have distinct permissions for each feature like add, edit, view/read only, delete, etc. (similar to Sage Intacct permissions) as we've had some clients already ask for this.
Adrianna Johnson over 1 year ago in User Properties / User Security Roles 8 Future consideration

Printing of PO CO's

It has been requested from several clients to have the ability to directly print a PO CO. Can this please be considered for enhancement like other detail report templates exist today?

Show the open subcontract balance on the sub invoices page.

Right now, two tabs need to be open to verify the remaining subcontract balance when approving invoices. It a column was added to the subcontractor invoice page, two tabs would no longer be required.
Guest 15 days ago in Subcontract Invoices 0 Needs review

WORKFLOW EMAIL ALERT TO INITIATE

Can we setup in the system that the person that initiate the approval get notify when the document is approved? Right now we can see the status of the document in the main home page that we have the section for “Alert”/ “Workflow”. The person that...
Guest over 1 year ago in Alerts and Calendars / Contracts and Procurement Workflow 1 Future consideration

Allow mobile app to work offline

We build houses in areas that have poor cellular signal and no Wi-Fi. Being able to work on an offline version of a project and have changes sync to the project once an internet connection is re-established would be helpful.
Guest about 1 year ago in Mobile - Android / Sage CM Mobile / UI User Interface Enhancements 0 Future consideration

Link Cost Database to Sage Intacct Inventory Items

Link Cost Database to Sage Intacct Inventory Items so that items and Pricing updates maintained in Sage Intacct can be updated in SCM for estimating purposes.
Deborah Lastro over 1 year ago in Accounting Link for Sage Intacct / Cost Database / Inventory Query (Considering for Future) 0 Future consideration