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Schedules linked to leads

It would be useful under Leads if we could link a Schedule under Linked Files.
Guest 10 months ago in Leads (Active or Intactive) / Project To Do / Schedules (Gantt Chart) 0 Future consideration

Ability to Archive old payroll items on individual employees

Ability to Archive old payroll items on individual employees so you don't have to delete them and can keep the old record
Annie Kendrick 5 months ago in HR, Time, and Expenses 0 Future consideration

Add comments to Major Equipment section of daily logs

Add a comments field to Major Equipment on daily logs. A comment field is available in both the workforce and major material deliveries section but not major equipment
Jack Speshock 5 months ago in Documentation 0 Future consideration

Email alert system

Have a daily (some sort of schedule) email that goes out to sage cm users listing what due dates they have coming up in the next 7 days. Similar to the alert home screen that you see when logging into sage cm however in an email so users who are n...
Jack Speshock 5 months ago in Projects 2 Future consideration

Add project directory to favorites

Project directory is not available to be added as a favorite
Jack Speshock 5 months ago in Project Directory / User Properties 0 Future consideration

Automatically separate drawing PDF into separate sheets with hyperlinked log

Hello. It is important to track changes to each drawing as they may get changed one at a time or several at a time, or all so history and the current version are both accessible. A self-generating log with hyperlinks would be a great accompaniment...
Guest 8 months ago in Drawings, Specifications & ITBs 0 Future consideration

Use Locations for Work Orders and Cost

Currently Locations are only available for use on the client side. It would be beneficial to be able to have the Locations field populate on the cost side such as work orders, subcontracts, reports, etc. The time it would save to pop in a location...
Dawn Parents 5 months ago in Prime Contracts / Purchase Orders / Subcontracts / Work Orders 0 Future consideration

Ability to group Purchase Order Line items and Subcontract line items

When entering Purchase order line items or Subcontract line items, it will be usefull to allow grouping of Items. As an example: GROUND FLOOR Rough In; Qty = 1; LumpSum; $100,000; Tax Code Finish; Qty = 1; Lumpsum; $50,000; Tax Code FIRST FLOOR Ro...
Shiva Muthuswamy 8 months ago in Feature Settings / Purchase Orders / Subcontracts 0 Future consideration

Mobile App needs a workflow tab

It would be nice if a person could click on a tab in the app that would take them to the Workflow page where they could easily look through and approved or decline items.
Guest 8 months ago in Contracts and Procurement Workflow / Mobile - Android / Mobile - Apple / Time & Expense Workflow 1 Future consideration

Add Ability to export a complete submittal (including the actual submittal pages, not just the cover sheet

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
Guest 10 months ago in Detail Report Templates / Submittals 0 Future consideration