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Schedules linked to leads

It would be useful under Leads if we could link a Schedule under Linked Files.
Guest over 1 year ago in Leads (Active or Intactive) / Project To Do / Schedules (Gantt Chart) 0 Future consideration

Add Ability to export a complete submittal (including the actual submittal pages, not just the cover sheet

We would appreciate if a full submittal PDF could be generated from Sage including the content of the attached submittal file, not just the cover sheet
Guest over 1 year ago in Detail Report Templates / Submittals 0 Future consideration

Linked Files Section in Schedules Module

Can we add a Linked Files Section to our Schedules Module? For GC's they could save schedules as they modify, and for subcontractors they can attach GC schedules they receive for reference.
Guest about 1 year ago in Linked Files (Projects) / Project To Do / Schedules (Gantt Chart) 0 Future consideration

Project Directory to not Carry across Projects

I have a big company, and most of my subs are big companies. However, each project only uses about 3 people from each company. So right now I have to go through all these people, just because they and their company are on other projects. The proje...
Preston Sciarrillo 6 months ago in Contacts / Project Directory 2 Already exists

Add "Internal Notes" section to Estimate Tabs

It is often useful to have some space for internal notes when building an estimate. Having a tab similar to "drawings" and "specs" where such notes may be added would be useful.
Carl Lyles 8 months ago in Estimate Cost Codes (WBS) / Estimating Items / Work Items 3 Already exists

Add a Notes Field under the Submittals section and include it in report exports

No description provided
Guest 3 months ago in Submittals / UI User Interface Enhancements 3 Future consideration

Cost code to premade item list

Could you code a simple option on the items tab to make an item out of every cost code selected for the estimate? Currently you have to manualy choose each one to create the item list. Most estimates are 70+ items long. you could save us so much t...
Ben Walters 3 months ago in Estimating Items / Job Cost Codes / Work Items 1 Future consideration

Email Meeting Invite flags Attendees as invited

Currently, when you send the email meeting invite, you have to go to the attendee's list, manually flag who has been invited, and enter the invite date. Can this be automated so that when sending an invite email, it flags the attendees as invited?
Tim Smith about 1 year ago in Meetings / Notifications / Safety Meetings 0 Future consideration

Download Submittals with Annotations

It would be useful to Team Link users if when they download a submittal that the annotations are a part of that download rather than having to view it and then select download with all annotations. Especially since there is no manual for Team Link...
Sondra Hall about 1 year ago in Submittals 0 Future consideration

Units of Measure Integration with Intacct

Currently there is no integration/sync between SageCM and Sage Intacct. This is creating problems in Procurement where the UOM field is an open field where users can type in what they want. The problem comes when trying to Post to Intacct, if the ...
Guest 11 months ago in Accounting Link for Sage Intacct 0 Future consideration