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Only show customer companies in drop down for prime contract / invoice

I have received feedback from customers who do not like that both vendor and customer companies show up in the dropdown menu when adding a company to a prime contract, they only want to see customers. The same for Procurement, they only want to be...
Jack Speshock 6 months ago in Companies 0 Future consideration

SIC Inventory Transactions

Specialty subs using our inventory application in SIC want to retrieve Transfers to Jobs in SIC back into SCM as material transactions as well as any returns from the job site back into the Warehouse removing the costs from the project. This is a ...
Sue Parker 7 months ago in Accounting Link for Sage Intacct 0 Future consideration

Add email history to all areas of system

Similar to in purchase orders where there is a sent emails section, we need that added to all areas that can be emailed. IE Assigned Tasks in Scheduling
Jack Speshock 7 months ago in New Email Features & Email Browsing / Project To Do / Schedules (Gantt Chart) 3 Future consideration

Procurement - • add a “Rejected” option to status

a “Rejected” option to status so that it does not have to be deleted if PM does not approve the bill/sub invoice allowing us to keep record it was submitted.
Guest 5 months ago in Procurement 0 Future consideration

RFI's Need to Be Able to Be Viewed by All Vendor

Currently, only an originator or respondent can view any given RFI. In the construction world, all vendors on a job need to be able to see all RFI's regardless if they are the originator or respondent. For example, an RFI by an electrical contract...
Guest 5 months ago in TeamLink Portal 3 Already exists

update Payment information from Sage 50 Canada to Sage CMS

all other accounting links allow payment information to update Sage CMS. not available with Sage 50 Canada.
Ian Broadfoot 7 months ago in Accounting Link for Sage 50 0 Future consideration

Add Approver/Rejector Name and Date to stamp in drawings

Currently, the stamp in drawings is just a box with text that says "Approved","Rejected", etc. Can we also have it show the details of who approved/rejected as well as a timestamp?
Dario Tomic 9 months ago in Document Viewer / Drawings 0 Future consideration

Global Dashboard

Global dashboard for Project manager, owner, and etc.
Guest 7 months ago in BI Summary Dashboards / UI User Interface Enhancements 0 Future consideration

Quick Bidding/Not Bidding Vendor Response Button on ITB

For vendors to quickly respond Bidding/Not bIdding or other status to the ITB email. Most vendors dont bother taking the time to log in to respond. This may help!
Aimee Boehm 5 months ago in ITB (Invitation to Bid) / Teamlink Portal (General) 3 Already exists

"Smart" Estimated Finish Date Calendar

This would benefit any user that is entering start/finish dates in any section of Sage that utilizes the calendars, and would improve user efficiency. When an Est. Start Date is selected several months in the future, the calendar for the Est. Fini...
Jessica Whyde 7 months ago in Alerts and Calendars / Projects (Active and Inactive) 0 Future consideration