Ability to select Multiple Filters from The Projects List Screen.
We need to filter our projects by many different ways, team members, job status etc. Currently you are only able to select one at a time which makes the filter very inefficient.
Add Companies to Project from Company Profile Page
You should be able to select a company in the contact management page and manage the projects they are on. To have to go through each individual project they are on and add them to each one is tedious and inefficient.
Add Ability to export a complete submittal (including the actual submittal pages, not just the cover sheet
We would appreciate if a full submittal PDF could be generated from Sage including the content of the attached submittal file, not just the cover sheet
Can we add a Linked Files Section to our Schedules Module? For GC's they could save schedules as they modify, and for subcontractors they can attach GC schedules they receive for reference.
In Canada, there is a need for a second holdback field. There is regular retainage and sometimes there is warranty and/or maintenance retainage. They want/need to track these separately as they get released at different times and may have separate...
Add "responsible contacts" to checklist from internal/master contact list and auto-update lead/project directory
There are multiple potential solutions to the issue at hand here, I am merely presenting a solution that seems logical from an end-users perspective. As stated in SAGECM-I-553, we utilize checklists for many internal workflow related items. In doi...