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Notify a selected individual when a PO/Subcontract in entered

PM would like to be notified upon a commitment being added/imported
Matthew Carlisle 7 months ago in Alerts and Calendars / New Email Features & Email Browsing / Notifications / Procurement 1 Future consideration

Bulk change to Labor cards add CO

need option to add CO to labor cards using the bulk add option
Guest about 2 years ago in HR, Time, and Expenses 3 Future consideration

"Version History" for items within Workflow

Whenever a workflow item is abandoned, we have to rely heavily upon the comments left during approval or rejection to know what changes were made since the last iteration. I propose that every time a workflow item is initiated, Sage CM will captur...
Will Benhardt 11 months ago in Workflow 0 Future consideration

Update the old Corecon Training Video

The training videos for Architects and Owners are out of date, and do not represent the product today. Please update or remove them.
Guest almost 2 years ago in Teamlink Portal (General) 0 Planned

Sent Email Details - Message Content & Attachments

Currently, there is no record in Sage that shows users the content of the message that was sent or any attachments that may have been included. Even if you happened to be copied on the message that was sent, this still means you need to try to tra...
Jessica Whyde about 2 years ago in New Email Features & Email Browsing 1 Future consideration

be able to export and import leads between multiple sage accounts

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...
Guest 4 months ago in Leads 0 Needs review

CO Entry/Distribution

Could it possible to modify the prime change order entry line item entry/distribution to be like the prime contract screen for distribution...prime contract change column and cost budget column?
Molly Toledo almost 2 years ago in CO 2 Future consideration

"Jump To" feature on all Module Homepages, Feature Landing Pages, Record Entry Screen, Transaction Entry Screen.

It seems like the "Jump To" feature should show on all Module Homepages, Feature Landing Pages, Record Entry Screen, Transaction Entry Screen.
David Holler over 2 years ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

all analytic reports should have the option without tax

All Sage CM customers in Canada, UK, Australia, NZ and others - DO NOT include GST - VAT as a Cost to a Job. This would also apply to Sage Intacct.
Ian Broadfoot about 2 years ago in BI Summary Dashboards / Detail Financial Analytic Reports / Tax 1 Future consideration

Make Sync Errors Logs usable with out support

Sync Error Logs look confusing and not useful. If you look them up in the help section nothing comes up. I have to get some one else involved and wait 24 hours for a response to figure out what is wrong with my transaction. Make them describe how ...
Guest over 1 year ago in Accounting Link for Sage Intacct 1 Planned