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CTRL + Clicking a Hyperlink To Open Item In New Window

Being able to open, for example, a submittal package and having it open in a new tab by CTRL + clicking would be very useful for multitasking and organizational purposes. Currently after clicking on a submittal, you can only press the back button ...
Guest 2 months ago in Submittals / UI User Interface Enhancements / UI User Interface Navigation 2 Future consideration

Attaching PDF copies of cost invoices to Prime Invoice for Prime Contracts other than Fixed Price

Attached the cost invoices that make up the Prime invoice in a Cost Plus contract situation. The cost invoices should form part of the package to send to the Owner with the Prime Invoice. Currently when generating a Prime Invoice that is based off...
Bruce Dutnall 7 days ago in Prime Contracts 1 Already exists

Ability to add new client contact when creating Prime Invoice

When creating a prime invoice it would be helpful to add a new client contact, instead of having to go back to the prime contract or to contact management
Gaylene Underwood 13 days ago in Contacts / Prime Invoices / UI User Interface Enhancements 2 Future consideration

Allow scheduled reports to be emailed

Clients should be able to select a contact/ user and have a report prebuilt/ filtered and then schedule that report to run and then send (via email) to the designated contact. This would help automate their reporting and communication standards.
Patrick Sheppard 13 days ago in New Email Features & Email Browsing / Reporting / Analytics 0 Future consideration

Enhancement for Security Roles

Ability to have distinct permissions for each feature like add, edit, view/read only, delete, etc. (similar to Sage Intacct permissions) as we've had some clients already ask for this.
Adrianna Johnson 7 months ago in User Properties / User Security Roles 8 Future consideration

Only allow estimates with an "approved" status to be added to prime contract

This idea would ideally build upon idea "SAGECM-I-33". Currently, an estimate with any status, including draft, may be added to a prime contract. Ideally, an estimate would undergo a review/approval via a system-defined workflow. Per "SAGECM-I-33"...
Carl Lyles 6 months ago in Contracts and Procurement Workflow / Estimating, RFP, Proposals (Pre-Construction) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

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 7 months ago in Alerts and Calendars / Contracts and Procurement Workflow 1 Future consideration

Export schedules

Enable exporting existing schedules or creating schedule templates.
Guest 8 days ago in Schedules (Gantt Chart) 2 Already exists

Have the Gov/Tax ID in the company information sync to the Vendor/ Customer Tax ID section in Intacct

When a client is synching Vendors (created in SCM) to Intacct, they are adding in the Gov/Tax ID expecting it to sync in with the rest of the information put into the company. Once the Vendor is created in Intacct, it will leave off the Tax ID sec...
Patrick Sheppard 15 days ago in Accounting Link for Sage Intacct 2 Planned

Submittal - Edit and change Respondence after created.

When in submittals there is a editable field under 'Respondence' but its useless when it comes to editing the contact or changing email addresses or in my case I forgot to add the contact/email address now I don't have a chance to change it withou...
Jessica Carbone 22 days ago in Submittals / UI User Interface Navigation 0 Future consideration