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Display / Expose IsCC a field in vw_SubmittalRespondents

The View [dbo].[vw_SubmittalRespondents] should have a column displayed from Table DC_ CorrespondenceRespondents. While preparing a report to display just the submittal respondents, this report is also showing the members copied on the Submittal e...
Blesson Mannil about 1 year ago in RFI / Submittals 0 Shipped

Markup for CPR/CO and Cost Plus have Resource selection

Currently for CPR/CO markups it applies the same markup across all resources. This becomes problematic when you have an agreed labour rate so you don't want any markup on labour so you have to recalculate the markup yourself. Could Resource select...
Tim Smith about 1 year ago in CO / CPR 5 Shipped

Meeting Invite email included in Sent Message log

Currently Meeting Invite email isn't included in Sent Message log and only Meeting Minutes are. If you recorded both you could see email sent before the meeting date so would be the invite and emails sent after would be the minute and therefore te...
Tim Smith about 1 year ago in UI User Interface Enhancements 0 Shipped

Import Sage Intacct Vendor Terms

Add the sage intacct vendor terms to the import vendor integration
Jack Speshock about 1 year ago in Accounting Link for Sage Intacct 0 Shipped

Kanban view of all leads grouped by Current Stage.

It would be nice to be able to organize leads in a vertical Kanban view based on each leads' "Current Stage." This is a common organizational view on other CRM software that makes for a very efficient way to view all projects in different stages.
Colton Cooper 10 months ago in Lead Analytics & Reports / Lead Stages / Leads (Active or Intactive) 2 Shipped

Add Owner Code Column in Billing Items for Prime Invoicing

Can we add a column to view what Owner codes are associated with the items when doing the Prime Invoices? It would save a lot of time to see which items "roll" to the owner code when billing without having to research that.
Guest 10 months ago in Prime Invoices 7 Shipped

Project To Do Notifications

Project To Do Notification to assigned parties both user & external
Guest 11 months ago in Notifications / Project To Do 0 Shipped

If a work order is marked as closed, there should not be an option to select it for a labor time card, PO, or bill.

Work orders still show up as an option to be selected in labor time cards and other modules even after being marked closed. This has caused issues where personnel erroneously charge additional labor and material to a work order after it has been c...
Emily Sutton over 1 year ago in Labor Timecards / Work Orders 0 Shipped

Corecon banner

Remove "Corecon Mobile Home" from the SCM home page in the mobile app.
Sue Parker about 1 year ago in Mobile - Android / Mobile - Apple / UI User Interface Enhancements 1 Shipped

Currency selected on the Project in SCM should warn if not the same as what is set in Intacct.

SCM can sync transactions in multiple currencies, however when it syncs to Intacct the currency changes to that of the of the base currency set on the entity tagged to the project. This has causes the purchasing and revenue transactions syncing to...
Matthew Carlisle about 1 year ago in Accounting Link for Sage Intacct 1 Shipped