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Ditch the Financials and Focus on the documents and correspondance

With Corecon being purchased by sage and now integrating with Sage's ERP's the financial portion is not necessary. The erps are excellent job and procurement management programs already, the financial management in SCM lost its value. Focus on mak...
Guest 8 months ago in Correspondence / Detail Financial Analytic Reports / Documentation / User Interface 0 Future consideration

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 over 2 years ago in Other 1 Already exists

Show Prime invoice as PAID without Linked Accounting Program

It would be great if Sage Construction Management can allow a Prime Invoice to be shown/entered as PAID without the need for linking to an accounting program. Matter of fact, it would be great to be able to enter any invoice or bill as PAID withou...
Guest 5 months ago in Prime Invoices 0 Needs review

Add customer field to Leads list

This would ideally allow the list to filtered/grouped by customer
Matthew Carlisle 8 months ago in Contact Management / Leads / UI User Interface Navigation 1 Future consideration

Provide a link in emails from SCM that allows employees to open SCM

When a document is sent via any correspondence, team members such as architects and vendors can follow the link to the TeamLink Portal and access the documentation. However, if employees are copied, they can do nothing with that email . It would b...
Guest almost 2 years ago in Contacts / Inbound Email / User Properties 8 Future consideration

Easier way to view linked file when approving bills in workflow

It would be nice if there was an eaiser way for the approver of a bill or sub invoice to be able to see the linked file of the bill image
Jack Speshock almost 2 years ago in Workflow 0 Future consideration

Disallow creation of new cost codes

When importing of estimates to leads or projects, it will allow importing of any cost code, erroneous or accurate. It would be helpful, with accounting link integrations, if that functionality could be turned off so the cost code must exist in the...
Guest 5 months ago in Job Cost Codes 0 Needs review

Employee-Equipment Link

Clients request the ability to link employees to equipment for various reasons and tracking. Trucks are one specific piece of equipment that they want to be able to link to an employee who could enter mileage, etc. Additional fields on the equipme...
Sue Parker 5 months ago in Equipment Items 0 Needs review

Initiate Workflows at Item Creation

Rather than having to manually click "Initiate Workflow" for each sub invoice or bill, it would be nice if you could select an option in workflow settings that would have the workflow initiate automatically upon its creation.
Guest 5 months ago in Workflow 0 Needs review

Titles for contacts - ability to add a new title on the fly

When entering a contract and their title is not already in the master list have the ability to add it to the list without having to leave the contact screen.
Bruce Dutnall 11 months ago in Contacts / UI User Interface Enhancements 1 Planned