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Option to save photos to camera roll when taking photos from mobile app

Ability to save the photos you take to the camera roll or photos on the device. This would allow for uploading photos to different feature of the mobile app without having to download and then re upload.
Jack Speshock 9 months ago in Mobile - Android / Mobile - Apple / Photos 0 Future consideration

Accounting Link Permissions

I wanted to bring up a point that I believe would enhance our team's efficiency and streamline our processes. Currently, only the 'Administrator' and 'Finance Administrator' roles have access to the Accounting Link module. It would be beneficial f...
Guest 6 months ago in Accounting Links / User Security Roles 3 Already exists

Submittal Renumbering

Add submittal renumbering so that insertions and deletions don't require manual renumbering of every item. Feature would be similar to that the Estimating interface when renumbering Estimate Items: Select all Items. Choose Bulk Action Check Box: R...
Guest 3 months ago in Submittals 0 Future consideration

Auto Tagging Parent Cost Code when Child Cost Code is checked

Clients are requesting that when adding in Cost Codes in the system that when a user clicks on the child parent it auto selects the parent, rather than having to tag both. Should be a one to one relationship rather than the system allowing a child...
Guest 3 months ago in Estimate Cost Codes (WBS) / Job Cost Codes 1 Already exists

Allow bills to be entered in SCM without project

Currently all bills have to be entered within a project. It would streamline the process if we could enter bills without assigning them to a project OR be able to move them from one project to another. Sometimes we receive vendor invoices (bills) ...
Guest 6 months ago in Accounting Links / Vendor Bills 1 Unlikely to Implement

Resource Alerts in the Schedules Module

When adding Resources, specifically internal personnel, can we create an alert system to tell us when a person is double booked in two or more projects on the same dates?
Guest about 1 year ago in Alerts and Calendars / Notifications / Project To Do / Schedules (Gantt Chart) 0 Future consideration

Automatically Link Proposal to Estimate Linked Files when "Emailing PDF" of Proposal

When emailing a proposal through the estimating module, it would be desirable to have the sent proposal letter automatically linked to the corresponding estimate. In the Estimate Property Details page, it would also be desirable that the details o...
Carl Lyles 9 months ago in New Email Features & Email Browsing / Proposals, Reports, Logs, Exports 0 Future consideration

Ability to Sort Photos by File Name

Currently you can only sort by Location, Date Taken, and Date Uploaded. Would be helpful to be able to sort by File Name. It displays the file name already, so it should be sortable. This would simplify finding specific photo groups. OR have a sea...
Dawn Parents 9 months ago in Photos / UI User Interface Navigation 1 Future consideration

Allow for setting default "responsible contact" by item in checklist template

As described in idea (SAGECM-I-552), we utilize checklists for internal workflow purposes. It would be desirable to set defaults for the "responsible contact" by item in the checklist template, so that when adding the checklist template to a lead/...
Carl Lyles 9 months ago in Checklists / Contacts 3 Future consideration

Include Checklist Templates in Lead/Project Wizard

We have elected to utilize "Checklists" to assist with internal workflow. We have created a checklist template for leads and estimates which includes the steps of our internal workflow. In creating a Lead, we add the checklist template to the lead...
Carl Lyles 9 months ago in Checklists / Lead Setup Wizard / Prime Contract Setup Wizards (Includes Project Setup Wizard) 4 Planned