All ideas

This may be in the works when there is a direct connection - I think it would be good to have the optionality for AP invoices to either be under status "Review" or "Open" when pushed into 100C. This is because, in the instance that an admin person...

To have the ability to bulk edit contacts. To Inactivate/delete them. I know this has already been mentioned, but to bulk combine contacts and their details.

Architects can edit responses and eliminate the previous history of the first response issued. Can not track appropriately when responses are received if they can be changed at a later date. This is dangerous because if we go off the original resp...

I think it would be simpler to create the project from the lead page. I should be able to create a lead, then estimate, then project.. but instead i have to create the project separately then reference the lead and/or estimate.

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...

Misc expenses have multiple options to choose from, like draft, pending submission, pending, approved and not approved. would like to see this for bills and invoices.

There needs to be additional options for reporting on Inactive/Archived Leads. There is currently only one report, and it does not provide all the information that we would like access to. So, there either needs to be more options or an option to ...

It would be nice to have the Cost or Estimate amount that we can enter in different lead stages visible from the leads list. This is not a column that can be toggled on and off like other columns, but it would be nice to have this available.

Currently, when creating a prime invoice, it assumes a specific retainage for each line item. We have items, like General Conditions, Contractor fee, Arizona TPT tax, where retainage is NOT held. This prevents us from using the Prime invoice featu...

Import from Excel direct into cost plus work order. Would be even more helpful if multiple work orders could be imported simultaneously from a singe Excel Import Template