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Non-Administrator Users Should not be able to delete other Users

When establishing non-administrator users, those users can access Settings > Company Settings > Users and delete other Users. This should not be allowed.
Adam Clark about 1 year ago in Other 1 Already exists

Action Item List

It would be very useful to be able to maintain an action item list within the project platform and assign individuals with in the project directory along with due dates. Need to be able to track status from open, in progress, closed. Need to keep ...
Dan Skinner 6 months ago in Project To Do 1 Already exists

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 5 months ago in RFI 3 Already exists

Add "Internal Notes" section to Estimate Tabs

It is often useful to have some space for internal notes when building an estimate. Having a tab similar to "drawings" and "specs" where such notes may be added would be useful.
Carl Lyles 5 months ago in Estimate Cost Codes (WBS) / Estimating Items / Work Items 3 Already exists

Additional disciplines need to be added for drawing upload descriptions. At a minimum, there should be ones that say MECHANICALS COMBINED, FIRE PROTECTION, TECHNOLOGY, INTERIORS, and FOOD SERVICE. These are common everyday designations for drawing sets in the construction industry.

No description provided
Guest 7 months ago in Drawings / Drawings, Specifications & ITBs / Feature Settings 1 Already exists

Add contact to lead without having to add a new company

It is very common to need to add a new contact to an existing company when creating a lead. Currently the lead directory only allows for the addition of new companies and new contacts. This led to duplicate companies being created in our system. I...
Carl Lyles 4 months ago in Contacts / Lead Directory 5 Already exists

Edit Checklist Items from within the Checklist Template

I see a way to add checklists and new items to the checklist templates but having ability to edit an existing checklist template would be nice.
Guest 2 months ago in Checklists / Templates & Reports 5 Already exists

Project Linked Files accessible on mobile app

Would be helpful to be able to access project linked files (like logistics plans, sketches, etc) on mobile device.
Guest about 1 year ago in Sage CM Mobile 2 Already exists

Add Option to Include Pending Transactions in Previous Calculations for Subcontracts, SCO's, & PO's

Add a company/global setting to "Include Pending Transactions in Previous Calculations for Sub Commitments (Subcontracts, SCO's, & PO's)". This would help us track executed commitments vs non-executed commitments.
Meredeth Dotson 6 months ago in Feature Settings / Purchase Orders / SCO / Subcontracts 7 Already exists

Vendors to see photos grouped together without creating their own Sage account.

When my vendors click on Teamlink they do not see the photos in groups/albums as we have uploaded them. They see them has individual files all together. We would like the albums to show when they click on Teamlink so the hundreds of photos do not ...
Guest about 1 year ago in Photos / Teamlink Portal (General) 1 Already exists