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Deleting of multiple Owner Codes (Bulk Action option requested)

If you need to remove Owner Codes from a Project, there is no multiple-select option; it is a one-by-one deletion.
Adam Clark over 1 year ago in Job Cost Codes / UI User Interface Enhancements 9 Shipped

Ability to Unarchive Projects from Card View - Not Just List View

With the card view being the default view for the Project Lists, there is not an option to unarchive projects without switching to the list view, letting the project list populate again (which is slow if you have many archived projects), and then ...
Jessica Whyde about 1 year ago in Projects (Active and Inactive) 2 Shipped

Default CPR/CO Markups - New calculations based on resource costs

Add the option to assign CPR or CO markups at the cost resource (cost type) level instead of the cost code level. This option is available in Sage 300 CRE PJ module and customer could have different markups for the same cost code depending on if i...
Jack Speshock about 1 year ago in CO / CPR 2 Shipped

Display Sage Intacct Connection Information

It would be helpful if somewhere in the AccountingLink area, you could see what Sage Intacct Company ID you are connected to and what User ID you are using to login.
Adam Clark 11 months ago in Accounting Link for Sage Intacct 0 Shipped

Display / Expose IsCC a field in vw_SubmittalRespondents

The View [dbo].[vw_SubmittalRespondents] should have a column displayed from Table DC_ CorrespondenceRespondents. While preparing a report to display just the submittal respondents, this report is also showing the members copied on the Submittal e...
Blesson Mannil 11 months ago in RFI / Submittals 0 Shipped

Kanban view of all leads grouped by Current Stage.

It would be nice to be able to organize leads in a vertical Kanban view based on each leads' "Current Stage." This is a common organizational view on other CRM software that makes for a very efficient way to view all projects in different stages.
Colton Cooper 8 months ago in Lead Analytics & Reports / Lead Stages / Leads (Active or Intactive) 2 Shipped

Add Owner Code Column in Billing Items for Prime Invoicing

Can we add a column to view what Owner codes are associated with the items when doing the Prime Invoices? It would save a lot of time to see which items "roll" to the owner code when billing without having to research that.
Guest 8 months ago in Prime Invoices 7 Shipped

Meeting Invite email included in Sent Message log

Currently Meeting Invite email isn't included in Sent Message log and only Meeting Minutes are. If you recorded both you could see email sent before the meeting date so would be the invite and emails sent after would be the minute and therefore te...
Tim Smith 12 months ago in UI User Interface Enhancements 0 Shipped

Import Sage Intacct Vendor Terms

Add the sage intacct vendor terms to the import vendor integration
Jack Speshock about 1 year ago in Accounting Link for Sage Intacct 0 Shipped

Project To Do Notifications

Project To Do Notification to assigned parties both user & external
Guest 9 months ago in Notifications / Project To Do 0 Shipped