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AccountingLink: full detail of Items in Purchase Order syncing

When submitting Purchase Orders to vendors, it is more commonly needed to have full detail of items needed for the Purchase Order rather than a summary of items by cost code. It would also be beneficial for this information to sync to the ERP syst...
Guest about 2 months ago in Accounting Link for Sage Intacct 1 Needs review

Simplified and Integrated Digital Signature for clients

It would be nice for businesses that do small jobs frequently to have a more simplified process for signature integrated into Sage. For example, we use sub contractors on jobs that are frequent in occurrence. If the Team link could incorporate a d...
Guest about 2 months ago in  0 Needs review

Email Response for Entire UI

Have the ability to view and reply to anything within SCM through Outlook or Email without having to click into the Portal or SCM. Also consider an approval button that could act as a virtual signature/approval via email.
Tamera Reckks 3 months ago in UI User Interface Enhancements 0 Needs review

Printing of PO CO's

It has been requested from several clients to have the ability to directly print a PO CO. Can this please be considered for enhancement like other detail report templates exist today?

Equipment Resources

It would be great to have a piece equipment that is already scheduled, be grayed out so that it can not be double booked on two different schedules for the same days. Visibility into who has it booked for what job would be fantastic.
Sue Parker about 1 month ago in Schedules (Gantt Chart) 0 Needs review

WORKFLOW EMAIL ALERT TO INITIATE

Can we setup in the system that the person that initiate the approval get notify when the document is approved? Right now we can see the status of the document in the main home page that we have the section for “Alert”/ “Workflow”. The person that...
Guest over 1 year ago in Alerts and Calendars / Contracts and Procurement Workflow 1 Future consideration

Add option for Active project in Column listing

When under the project listings we need an option under the columns section to select if a project a prime contract or just a project.. Right now it just lists all projects.
Carlos Almeida 17 days ago in Project Directory 0 Needs review

Allow mobile app to work offline

We build houses in areas that have poor cellular signal and no Wi-Fi. Being able to work on an offline version of a project and have changes sync to the project once an internet connection is re-established would be helpful.
Guest about 1 year ago in Mobile - Android / Sage CM Mobile / UI User Interface Enhancements 0 Future consideration

Link Cost Database to Sage Intacct Inventory Items

Link Cost Database to Sage Intacct Inventory Items so that items and Pricing updates maintained in Sage Intacct can be updated in SCM for estimating purposes.
Deborah Lastro almost 2 years ago in Accounting Link for Sage Intacct / Cost Database / Inventory Query (Considering for Future) 0 Future consideration

Automatic Lead/Project Numbering

With our previous platform, we had the ability to have a sequenced project numbering for Leads/Projects but in SCM it all needs to be manually typed out. It would be really helpful to have this auto-sequenced somehow. In addition, it would be usef...
Dario Tomic over 2 years ago in Leads (Active or Intactive) / Projects (Active and Inactive) 2 Future consideration