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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

Requisition Workflow

SCM needs a requisition framework where the field can request materials as well as purchasing being able to send out a requisition to a supplier and then be able to convert that requisition into a PO with all or any number of the items on the requ...
Sue Parker 3 months ago in Procurement 0 Needs review

Insurance for Architects & Engineers

Architects and Engineers are not required to provide insurance to us, but they will show up as "without insurance on active projects". Is it planned to create a check box to say someone does not require insurance, so they will not show up in that ...
Molly Toledo almost 2 years ago in Projects 1 Future consideration

Adding Read-Only Permissions For Internal Security Roles

It would be helpful to be able to assign read only for internal security roles. Having wither full access to add, edit, etc: or having 0 access does not work for alot of muy clients. For example PE's and Supers need to view alot fo things that the...
Grant Shields almost 2 years ago in User Security Roles 0 Future consideration

Creating photo albums within albums

It would be useful to be able to have albums inside of albums for larger projects. Example, you have initial albums that are labeled Building A or Building B, then inside you have albums for each floor of the building, and one last step of albums ...
Ashley Otto 11 months ago in Photos 0 Future consideration

Add a Safety topics/ Agenda for the day

It would be nice to track safety meeting items on the daily log (safety incidents & violations)
Patrick Sheppard 8 months ago in Daily Log (Daily Report) / Safety Meetings 1 Future consideration

Purchase Orders Details

It would be helpful it all fields appeared when first creating a PO rather than having to save and then edit to add to the comment field.
Sondra Hall about 2 years ago in Purchase Orders / UI User Interface Navigation 1 Future consideration

Prime budget cost code referenced on subcontract

It would be very helpful to see and reference the budget amount for the given costcode(s) that are being subcontracted on the procurement documents. Is this possible to do now?
Guest over 1 year ago in Prime Contracts / Subcontracts 3 Future consideration

Prequalification

The ability to have a prequalification workflow for new subs/vendors to work through and complete before they are added to an ITB, etc. Ideally, they could log into the portal and and answer the appropriate questions normally included on a prequal...
Sue Parker over 1 year ago in Companies / Compliance / ITB (Invitation to Bid) 7 Future consideration

Non-admin access to the settings modules

Non-admin users should not have access to the Sage SM settings modules, even read-only. I have a user set up with very basic access for daily logs, yet they can see the list of all the Sage CM users, their email addresses, and so on. Non-admin, lo...
Guest over 1 year ago in UI User Interface Enhancements / User Properties / User Security Roles 1 Future consideration