Sage Construction Management Ideas Portal
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    Ability to Edit Date of Daily Log in the App

    It would be good to be able to edit the date of a daily log from the app, one of our Supers accidentally chose the wrong date for his daily log, so ended up with 2 daily logs for 5/20, our employees in the field make up 98% of the daily logs, they...
    Molly Toledo almost 2 years ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple 0 Future consideration

    be able to export and import leads between multiple sage accounts

    We have two companies owned by the same person. Each company has its own sage CM account. Both companies share leads and contacts and currently the data has to be entered twice. IF you could export from one and import to the other this would reduc...
    Guest 4 months ago in Leads 0 Needs review

    Schedule Access -Grant edit/add permissions Scheduling for Teamlink Users

    Currently when one sets up permissions for TeamLink access to functions within Sage, there is an option to select 'All' for schedule. However, 'All' is not all for anyone outside of administrators. I have a contractor running a site and I wish the...
    Dan Skinner over 1 year ago in Schedules (Gantt Chart) / Teamlink User Roles 3 Future consideration

    DATE FORMAT - USA

    We just started using the program and didn't realize this was a foreign software. I'm told by support that the date format cannot be changed to MO-DAY-YEAR, as this is what we use in the USA. We have never received documentation with the format yo...
    Sue Rich 12 months ago in Settings / UI User Interface Enhancements 3 Future consideration

    Push Classifications to Intacct. Project Type on the Project Record for example.

    Project type is extremely useful for filtering and reporting in Intacct and as the field is native in both systems can it be pushed. The other classifications would also be useful.
    Matthew Carlisle almost 2 years ago in Accounting Link for Sage Intacct 1 Future consideration

    Punch List Report Including images

    I don't have a report in the punch list where I can include images. I need to have a before and after picture in a report with all the punch list items.
    Carrie Murphy 4 months ago in Punchlist 1 Needs review

    Make the Lead Stages sequence editable

    If you want to add some additional stages you can't get them into the correct sequence as the stage number is used as key information (see attached) The sequence is important for display order and how analytics and last stages works. Main issue wo...
    Tim Smith over 1 year ago in Feature Settings / Lead Stages 2 Future consideration

    Have projects on company profile within Contact Management

    It would be nice to have a list of projects that a company is assigned (like a simple log report). This will help out with our client's and their understanding of their different companies. This may also open up other report options for contact ma...
    Patrick Sheppard 12 months ago in Companies / Projects (Active and Inactive) / UI User Interface Enhancements 1 Future consideration

    Ability to pin Sort By in Bill/Sub Invoice List

    Our PMs would like to have their Pending items show up at the top of the list when they flip between projects. The ability to sort is already there but it doesn't save the preference and resets everytime.
    Rachel Betts 8 months ago in UI User Interface Navigation / Vendor Bills 0 Future consideration

    Simplification of Reporting vs Analytics

    Are there any plans to simplify Reporting vs Analytics? It is very cumbersome and not very friendly. There currently is not resource available (that I have found) from a training perspective or webinar to build reports. There are features availabl...
    Dawn Parents 12 months ago in Reporting / Analytics 2 Unlikely to Implement