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Make Sage CM PO / Subcontract Document ID the Sage Intacct Document Number

When exporting Purchase orders and Subcontracts to Sage Intacct, the transaction definitions are required to use a sage intacct numbering sequence. The Sage CM document ID is referenced in the reference field. This causes confusion when trying to ...
Jack Speshock 7 months ago in Accounting Link for Sage Intacct / Purchase Orders / Subcontracts 0 Future consideration

Lower Time On Pop Up Alert

Please lower the time that the Pop Up Alert stays on. At least allow the escape button to kill the popup. It is a significant waste of time to move the mouse to X out the pop up. When I have to look at that popup hundreds of time so far, it is sta...
Steve Peitler 5 months ago in Alerts and Calendars / Mobile - Android / Mobile - Apple 1 Future consideration

Unarchiving Leads and Projects

Is there a way to unarchive a lead (or project) from the "Lead Home" (or "Project Home)"page? Currently leads and projects appear to be only unarchivable by unchecking the box on the "Leads" or "Projects" page. In the past there used to be a check...
Michael Miller 5 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) 0 Future consideration

RFP BCC Option

Ability to blind copy person on RFP
Guest 5 months ago in RFP for Estimating / RFP for Procurement 1 Already exists

It would be nice to have the Worker's Comp Field available on the weekly timecard form.

This would allow the Supervisors to access all the information that we need them to fill out.
Guest 7 months ago in Labor Timecards 0 Future consideration

Cost code filter

inquiring about a filtered cost code search for codes that have been specifically tagged to PO's, SCO, etc.. similarly to the way we can filter within a PO's to narrow a search from within that window.
Guest 2 months ago in Job Cost Codes 1 Future consideration

Add Option to Create SCO and Create Sub Invoice from Actions when in Subcontract

It would streamline the UI experience if when in a subcontract you can go to Actions and have the ability to Create SCO or Create Invoice from the dropdown. It would smooth the transition and eliminate unnecessary clicks.
Dawn Parents 2 months ago in UI User Interface Enhancements 0 Future consideration

Center Click or right click links to open in new tab

In the company list, be able to center or right click the company link to open in new tab since you have to reload the company list every time and then scroll back down to find a company. Make all links on site able to be opened in a new tab so yo...
Guest 5 months ago in UI User Interface Enhancements 0 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 7 months ago in Daily Log (Daily Report) / New Email Features & Email Browsing 0 Future consideration

Additions /Changes to Subcontract Status Types

It would be beneficial to either be able to customize or pick from preselected options that are more descriptive. For example, pending is very vague and doesn't give enough detail as to what is pending. A contract admin should be able to produce a...
Guest 3 months ago in Feature Settings / Log Style Reports 2 Future consideration