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Allow for installing of stored materials

Currently, you can invoice for stored materials, but there is no way to signify on a future invoice that the material was then installed.
Adam Clark almost 1 year ago in Prime Invoices 0 Future consideration

Import Multiple Change Orders simultaneously from a single Excel Import Template

Please allow for an option to import from excel under the "Change Order" Module. This would save us significant amount of time instead of manually adding each item. The import file could be identical to a Prime Contract Import from excel.
Jake Nelson 7 months ago in CO / Importing Excel Templates 4 Future consideration

NZ/AUS need option to 'Schedule out' payment claims from subcontractors

In NZ/AUS we need the ability to adjust subcontractor payment claims (under subcontractor invoices) with comments as to why their claim was adjusted. There needs to be a comment field per line item, and a bookmark that references this in the mail ...
James Arrowsmith 10 months ago in Journals / Subcontract Invoices / UI User Interface Enhancements 1 Future consideration

Schedules linked to leads

It would be useful under Leads if we could link a Schedule under Linked Files.
Guest 10 months ago in Leads (Active or Intactive) / Project To Do / Schedules (Gantt Chart) 0 Future consideration

Equipment - Add Equipment Deployments Feature/Table

Where Shown: Equipment Details Form (Sub-table | Single Equipment Item) Equipment Module Landing Page (Multi-Equipment Items Link) New Table Fields: Location Project Status * Scheduled Start Date Scheduled End Date Actual Start Date Actual End Dat...
Norman Wendl 3 months ago in Equipment Items 0 Future consideration

Map view of all leads.

It would be nice to have a map view of all leads to show geographical locations of all available opportunities. There is already a map of the lead location within each individual lead. If there could be an overall map showing all leads with a mark...
Colton Cooper 3 months ago in Lead Directory / Maps Geo Location 0 Future consideration

Ability to Archive old payroll items on individual employees

Ability to Archive old payroll items on individual employees so you don't have to delete them and can keep the old record
Annie Kendrick 5 months ago in HR, Time, and Expenses 0 Future consideration

Add comments to Major Equipment section of daily logs

Add a comments field to Major Equipment on daily logs. A comment field is available in both the workforce and major material deliveries section but not major equipment
Jack Speshock 5 months ago in Documentation 0 Future consideration

Email alert system

Have a daily (some sort of schedule) email that goes out to sage cm users listing what due dates they have coming up in the next 7 days. Similar to the alert home screen that you see when logging into sage cm however in an email so users who are n...
Jack Speshock 5 months ago in Projects 2 Future consideration

Add project directory to favorites

Project directory is not available to be added as a favorite
Jack Speshock 5 months ago in Project Directory / User Properties 0 Future consideration