Sage Construction Management Ideas Portal
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Purchase Order Statuses

Customers are looking for more status options on purchase orders such received, invoiced, and closed.
Sue Parker about 1 year ago in Feature Settings / Purchase Orders 0 Future consideration

Include Checklist Templates in Lead/Project Wizard

We have elected to utilize "Checklists" to assist with internal workflow. We have created a checklist template for leads and estimates which includes the steps of our internal workflow. In creating a Lead, we add the checklist template to the lead...
Carl Lyles 12 months ago in Checklists / Lead Setup Wizard / Prime Contract Setup Wizards (Includes Project Setup Wizard) 4 Planned

ITB Trade Company Bid Status Drop Down on Main Vendor page

On the ITB vendor page, it would be great if the subcontractor company lines had a simple dropdown box to change the bidding status. As it currently is, you have to click on the company-->edit bid status-->dropdown to finally be able to chan...
Marc Macialek 5 months ago in ITB (Invitation to Bid) / UI User Interface Enhancements 1 Future consideration

Add ability to customize Teamlink views

This is a big one. Right now, the teamlink view for external parties is a bit messy in my opinion. For example, when sending an RFI the request is collapsed by default so someone needs to expand it to view the request. It would also be nice to be ...
Dario Tomic over 1 year ago in Teamlink Portal (General) / UI User Interface Enhancements 0 Future consideration

Allow for more granular settings in controlling which fields sync to SCM from Intacct

In our scenario. this idea pertains specifically to employee information, but it could be broadened to a more general scope regarding the integration. When syncing employees from Intacct to SCM, there are certain fields that we would prefer not to...
Carl Lyles 10 months ago in Accounting Link for Sage Intacct 0 Future consideration

Recycle Bin for deleted items

Would be nice for us to be able to recover an accidentally deleted item such as estimate, subcontract, timesheet etc.
Aimee Boehm 10 months ago in Document Viewer / Drawings / Linked Files (Projects) / Photos / User Interface 2 Future consideration

Automatically Apply CPR markup

Automatically apply CPR/CO markup (rather than taking the step to import it).
Guest over 1 year ago in CO / CPR 0 Future consideration

Update the old Corecon Training Video

The training videos for Architects and Owners are out of date, and do not represent the product today. Please update or remove them.
Guest about 1 year ago in Teamlink Portal (General) 0 Planned

Ability to add new client contact when creating Prime Invoice

When creating a prime invoice it would be helpful to add a new client contact, instead of having to go back to the prime contract or to contact management
Gaylene Underwood 7 months ago in Contacts / Prime Invoices / UI User Interface Enhancements 2 Future consideration

Option to email all responsible contacts on the checklist

Client would like to be able to email all the responsible contacts attached to the checklist; similar to the "email resources" function works on the gantt chart in scheduling.
Patrick Sheppard 7 months ago in Checklists / UI User Interface Enhancements 0 Future consideration