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Change default templates to custom templates

When selecting the template on a PO, Subcontract, etc., many times this is customized to client specifications. It would be great if there was a way to change the default to these custom templates, so that when user selects the Report, their custo...
Jo Steiner 7 months ago in Detail Report Templates / UI User Interface Navigation 6 Future consideration

TeamLink Info For New Contact

When adding a new contact in the directory, the external user box is already selected under TeamLink Information, but the username auto populates to my first name and you cannot change it in the window. You have to save and go back in and edit it ...
Genevieve E about 1 month ago in Contacts / Teamlink Portal (General) 0 Future consideration

Workflow Flexibility for Minor Changes

Currently, if you have sent an item through a workflow, you cannot make any minor changes to that invoice (e.g., correct spelling error in subject, change payment terms, etc.). It would be helpful to allow for these minor changes without having to...
Adam Clark 28 days ago in Contracts and Procurement Workflow 0 Future consideration

Due Date on Submittal Page

Can you please add the 'Due Date' to the front page of each submittal? There isn't a location to find out the assigned due date after it has been created.
Jessica Carbone 29 days ago in Submittals 0 Future consideration

Daily Log - Ability to email from Sage CM Mobile App

Be able to send daily log detail report from the sage cm mobile app.
Jack Speshock 4 months ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / New Email Features & Email Browsing 0 Future consideration

Company Contacts Roles

We are needing a way to have different contact roles within a subcontractors Contact Management profile. We need to designate who the subcontract signer, the invoice signer, and the lien waiver signers are. There is currently no way to know who ne...
Guest 4 months ago in Contacts 0 Future consideration

Update Project Ship To address from Job Address in SCM

Currently, the Job Address does not sync over into Intacct. If there was a way to have the Ship To address updated on the Project record in Intacct, that solves a lot of manually work arounds.
Jo Steiner 6 months ago in Accounting Link for Sage Intacct / Projects (Active and Inactive) 2 Future consideration

Create CO items during the CO creation steps

When you manually add a Change Order (CO), the CO Information page is created before you can add CO items. It would be beneficial if, after uploading the related files, you could add CO items before completing the wizard. Instead of having to scro...
Stacey Leary 21 days ago in CO 1 Future consideration

Access Team Link on Sage CM Mobile

Allow external team to access team link portal using sage cm mobile
Blesson Mannil 7 months ago in Mobile - Android / Mobile - Apple / Teamlink Portal (General) 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 8 months ago in Accounting Link for Sage Intacct / Cost Database 0 Future consideration