It would be very helpful that when you hit "Copy Bill" that it attaches to the same PO and cost codes so that the bill can be a copy of the previous bill.
Currently the only people who available in the email recipients area are the Recorded by Project manager Prime contract contact (owner) I would like to be able to add others to this list, i know you can add contacts from the project directory to t...
Can we get a rejected workflow email alert for all parties involved in a workflow. Once it is rejected by one person, everyone Internal is email notified it was rejected, as well as Teamlink portal users who entered the item.
Majority of the Architecture firms we work with use Newforma as a document management software. Procore had a plug-in that worked with Newforma making it easier on Architects to forward submittals/RFIs to their engineering team. It would be helpfu...
Though the schedule does look beautiful on screen, it is almost impossible and takes a lot of tries to print a legible PDF document to share with clients and/or trades. This is almost the only reason our team here is loath to use the scheduling to...
Link Sage Intacct Bills to Subcontracts / Purchase Orders
I have had a customer request that Sage CM be able to link / attach AP or Purchasing Bills from Sage Intacct to Purchase Orders/Subcontracts in Sage CM. Use case for this is the customer is currently using Sage Paperless Construction for entereing...