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Customize automatic email subject line

Referencing the Project # and Not the Project Name in the email subject line is somewhat useless, since it is not immediately recognized by most parties and is only relevant to contractor. And why does it need to automatically say "communication f...
Aimee Boehm 10 months ago in Email Templates (includes custom template) 1 Future consideration

Fields to access files or folders outside of Sage using hyperlinks

This request is for Sage to add fields within all features to allow users to store hyperlinks to cloud storage drives or other locations outside of the built-in storage system with one click.
Chris Donatelli 11 months ago in Custom definable Fields / Linked Files (Projects) 0 Future consideration

Option to automatically sync items

Option to automatically sync items between sCM and SIC rather than having to manually post the items
Guest 10 months ago in Accounting Link for Sage Intacct 0 Future consideration

RFP - Option to Email vendor won/lost status

Create an action that sends out an email informing vendors their bid has been selected or not selected as the awarded bid.
Jack Speshock 4 months ago in Alerts and Calendars / RFP for Estimating / RFP for Procurement 0 Future consideration

Resource Alerts in the Schedules Module

When adding Resources, specifically internal personnel, can we create an alert system to tell us when a person is double booked in two or more projects on the same dates?
Guest 8 months ago in Alerts and Calendars / Notifications / Project To Do / Schedules (Gantt Chart) 0 Future consideration

Emailing Purchase Orders to our employees

Currently you can email a purchase order to a vendor. What is lacking is the ability to be able to email the approved purchase order to our Superintendents so that they can either pick up goods or order the materials etc.
Guest 12 months ago in Email Templates (includes custom template) / Emailing and Email Templates / Purchase Orders / UI User Interface Enhancements 1 Future consideration

Allow teamlink vendors to upload files after submitting the bills

Currently when our teamlink vendors upload sub invoices/Bills the only time you can upload an invoice file is while they make it. If they forget, then they have to send it ti us to manually upload on their behalf. This is not ideal, so we would gr...
Guest about 2 months ago in Linked Files (Projects) / Teamlink Portal (General) / Vendor Bills 0 Future consideration

System default Tax codes

Could system default tax codes be added rather than relying on users remembering to set default JCC tax rates. In New Zealand and Australia primarily using Xero and QBO tax rates are needed to sync to the financial package and when this gets misse...
Tim Smith 10 months ago in Prime Contracts / Tax / UI User Interface Enhancements 2 Future consideration

Sliding Scale retention (retainage)

Most contracts in New Zealand and Australia that have retention held are not a flat percentage being held across the contract. The common rules are NZ 10% up to $200,000 then 5% next $800,000 and 1.75% next $8,000,000 then nothing after that AUS 1...
Tim Smith 10 months ago in Prime Contracts / Prime Invoices / Retention Retainage Holdback / Subcontract Invoices / Subcontracts 2 Future consideration

Hot links & collaboration- Drawings

Procore users wanting to leave that application want the hot link and zoom to details features that Procore offers as well as the collaboration piece of alerting a user to a note on the drawing.
Sue Parker 6 months ago in Drawings 2 Future consideration