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Rejected Workflow Alert

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.
Guest 2 months ago in Contracts and Procurement Workflow 3 Already exists

Organize Drawing by Area

My projects have multiple area's under the same contract. For example Building 1 , Building 2, Civil, & City improvements. Right now there is no way to create a sub folder under drawings (at least that I can see). So when I open my drawings al...
Preston Sciarrillo 7 months ago in Drawings / Drawings, Specifications & ITBs / Linked Files (Projects) 0 Future consideration

Deleting / Removing Contacts / Employees

Removing former employees and contact management contacts. People leave companies, the inability to remove contacts because they are linked to meeting minutes, subcontracts etc. is not effective or helpful.
Guest 10 months ago in Contacts / Employees (Active or Inactive) / Project Directory 3 Future consideration

all analytic reports should have the option without tax

All Sage CM customers in Canada, UK, Australia, NZ and others - DO NOT include GST - VAT as a Cost to a Job. This would also apply to Sage Intacct.
Ian Broadfoot over 1 year ago in BI Summary Dashboards / Detail Financial Analytic Reports / Tax 1 Future consideration

uninitiated bills on dashboard

Put a section on the home page/dashboard that shows unintiated bills.
Sue Kelly 12 months ago in Contracts and Procurement Workflow / UI User Interface Enhancements 2 Future consideration

Push Classifications to Intacct. Project Type on the Project Record for example.

Project type is extremely useful for filtering and reporting in Intacct and as the field is native in both systems can it be pushed. The other classifications would also be useful.
Matthew Carlisle about 1 year ago in Accounting Link for Sage Intacct 1 Future consideration

Daily Logs

As owners, its nice to get an email of the daily log once its inputted into the app from the field vs me having to go get it and see if its there yet.
Frank Cardone over 1 year ago in Daily Log (Daily Report) / New Email Features & Email Browsing 0 Future consideration

with Contact info for companies I would think there would be a space to add Website.

No description provided
Guest 3 months ago in Companies 2 Already exists

Report/Schedule

As discussed with Dave, See attached files of a report one client is looking for. In particular they want to have the schedule dictated by percent complete which is figured by using square footage of work completed versus budgeted square footage o...
Guest 3 months ago in Detail Financial Analytic Reports / Reporting / Analytics / Schedules (Gantt Chart) 0 Future consideration

Viewing Submittals Organized By Originator In TeamLink Portal

Being able to view all of a projects submittals in the TeamLink Portal by originator would be useful for organizational purposes and ease of access for the users to see which submittals pertain to them as well as the submittal list as a whole. Thi...
Guest 10 months ago in Submittals / Teamlink Portal (General) 2 Already exists