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Account or User Property to cc oneself when sending emails from Sage CM

No description provided
Norman Wendl 3 months ago in New Email Features & Email Browsing / Settings / User Properties 0 Future consideration

Have schedule Resource be filter =able by just Company & Project in Multi ProjectGantt Chart

Can we make an addition to this feature to allow for sorting by just company and project on the multi view, I have client who want to see all contact resources attached from a company in relation to multiple projects, rather then broken down by co...
Guest 3 months ago in Schedules (Gantt Chart) 0 Future consideration

Copy submittal items to resubmission

When initiating re-submittals the submittal items should copy over to the re-submission so you don't have to type out all the submittal items again. This is highly inconvenient and inefficient.
Micah Botica 3 months ago in Submittals 4 Already exists

Interim Prime Contract Status Between Approved and Approved and Closed

When a project is completed and pending final closure, additional cost and time may not want to be added to the project/prime contract. Interim codes such as Pending Close and Approved for Close on prime contracts would have the properties that do...
Dawn Parents 9 months ago in Prime Contracts 0 Future consideration

Uploading videos to an ITB should go under photos rather than drawings.

Please allow photos to take .mov uploads so that we can have videos and photos of the space to be in the same area, rather than needed to upload videos under drawings. This should help keep more similar items grouped.
Guest 12 months ago in ITB (Invitation to Bid) / Photos 1 Future consideration

Global Dashboard

Global dashboard for Project manager, owner, and etc.
Guest 9 months ago in BI Summary Dashboards / UI User Interface Enhancements 0 Future consideration

Allow RFP Bidders to be added without Contacts

Currently you can only add a company to an RFP if they have a contact associated to their company. I have several clients who are doing bidding outside the system and don't always have the contact info when they are building out RFPs in the system...
Guest 3 months ago in Companies / Contacts / ITB (Invitation to Bid) / RFP for Estimating / Teamlink User Roles 3 Future consideration

"Smart" Estimated Finish Date Calendar

This would benefit any user that is entering start/finish dates in any section of Sage that utilizes the calendars, and would improve user efficiency. When an Est. Start Date is selected several months in the future, the calendar for the Est. Fini...
Jessica Whyde 9 months ago in Alerts and Calendars / Projects (Active and Inactive) 0 Future consideration

Make Sage CM PO / Subcontract Document ID the Sage Intacct Document Number

When exporting Purchase orders and Subcontracts to Sage Intacct, the transaction definitions are required to use a sage intacct numbering sequence. The Sage CM document ID is referenced in the reference field. This causes confusion when trying to ...
Jack Speshock 9 months ago in Accounting Link for Sage Intacct / Purchase Orders / Subcontracts 0 Future consideration

Safety Meetings - Add Safety Meeting Topic Templates - Description and Default Discussion items

Template Location: Settings > Feature Settings > QC & Safety Wizard to copy Topic Template to Project
Norman Wendl 3 months ago in Feature Settings / Safety Meetings 0 Future consideration