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QuickBooks Sync - Be able to reduce Characters in Vendor name & Bill Link

Currently, when you sync bills and vendors between QuickBooks and Sage, if a vendor has more characters in Sage than QuickBooks, it won't sync, same with bill #'s. If it is more than 20 characters it won't sync. It would be nice if you could adjus...
Trina Lapena over 1 year ago in Accounting Link for QuickBooks Desktop 0 Future consideration

Add to the available docusign tags

Docusign tags available for custom report templates are limited to Signature, Date, and Initial. The person's name and position have to use a, regular static Sage tag. Often the person signing a subcontract is not the primary contact for the compa...
Marc Macialek about 1 year ago in Detail Report Templates / eSign (including DocuSign) 0 Future consideration

Ability to upload more than 5 photos at a time on desktop/web based version of Sage

Before Corecon became Sage, we were able to select 100+ photos at a time for upload. It would take some time, but you could walk away and come back to find all photos uploaded. Now our project managers and coordinators need to sit and select 5 pho...
Jessica Whyde 9 months ago in Documentation 0 Future consideration

Classifications added per Prime vs per Project

We have a client who would like to be able to assign classifications per prime rather than per project. They've got mulitple primes under every project, and would like anohter level of deliniation. Especially from a reporting standpoint to group a...
Grant Shields 9 months ago in Feature Settings / Prime Contracts 0 Future consideration

Allow for editing of variables from items tab in estimate

In the "items" tab of the estimating module, it would be desirable to view and edit assembly variables via an "edit all" button.
Carl Lyles 9 months ago in Estimating Items / UI User Interface Enhancements / Work Assemblies 0 Future consideration

Project team view in team links needs to show e-mail address

No description provided
Guest 9 months ago in Contacts / Project Directory 1 Future consideration

A general "Documents" folder is needed for the GC to be able to upload general project related documents for all parties involved with the project to see and have access too..

No description provided
Guest 9 months ago in Documentation 0 Future consideration

Make project groups able to to be copied from a different project

No description provided
Guest 3 months ago in Correspondence / Project Directory / Project Groups 0 Future consideration

Set up favorites by role

We have the ability to set up roles or user types in the settings. It would be helpful for us, as admins, to be able to set up a default list of favorites for each role so that they immediately have access to the shortcuts they will use from day 1.
Dario Tomic over 1 year ago in Favorites / User Security Roles 0 Future consideration

lead activity track

I would like to see if we can add some extra date entry options to Leads, it would be nice to add an Activity section so we can have a running timeline of outreach and what that outreach/meeting was about. Another helpful could be a Notes Section ...
Guest 3 months ago in Correspondence / Leads (Active or Intactive) 0 Future consideration