All ideas

Referencing the Project # and Not the Project Name in the email subject line is somewhat useless, since it is not immediately recognized by most parties and is only relevant to contractor. And why does it need to automatically say "communication f...

Automate the sync where it runs at set intervals throughout the day. I would say hourly would be ok for most customers but there are going to be some who are going to want more "real time" data. Also leave the ability to click the button to retrie...

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...

Automatically apply CPR/CO markup (rather than taking the step to import it).

When in a particular project, only the number of the project is visible at the top of the screen. It would be helpful for our field employees if they could see the project number and project name to confirm they are in the correct project.

Would it be possible to add the following fields: Release Date, Estimated Ship Date, Actual Ship Date.

Some handy fields already exist on each submittal item. It would be incredibly useful if you were able to pull in approved purchase order items into the submittals (similar to daily logs). Additionally, could the Actual Delivery Date field be a ty...

We have two companies owned by the same person. Each company has its own sage CM account. Both companies share leads and contacts and currently the data has to be entered twice. IF you could export from one and import to the other this would reduc...

It would be useful under Leads if we could link a Schedule under Linked Files.

We would appreciate if a full submittal PDF could be generated from Sage including the content of the attached submittal file, not just the cover sheet