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Customers and Vendors

Currently there is a Contact Management tab, it has all the information for Customers, Vendors and Subcontractors. Then there is a vendors hub. It would be nice if you had a Customer Tab, which only included your customers (similar to the Accounti...
Guest 11 months ago in Companies / Contacts / Teamlink Portal (General) / UI User Interface Enhancements 0 Future consideration

Project team view in team links needs to show e-mail address

No description provided
Guest 7 months ago in Contacts / Project Directory 1 Future consideration

Easy way to print all linked files on a transaction

A quick and easy way to print out all the linked files on a transaction. Use case: Customer wants to print out submittal package that includes product documentation, product photos and design plan that was uploaded to linked files on submittal. In...
Jack Speshock 7 months ago in Linked Files (Projects) 0 Future consideration

Enable Analytical Reports to round to the exact penny.

It would be extremely helpful for reports to run to the exact penny. Right now everything rounds to the nearest dollar.
Guest 4 months ago in Detail Financial Analytic Reports 0 Future consideration

update Payment information from Sage 50 Canada to Sage CMS

all other accounting links allow payment information to update Sage CMS. not available with Sage 50 Canada.
Ian Broadfoot 11 months ago in Accounting Link for Sage 50 0 Future consideration

Ability to Add Work Order from Change Order

Currently you can create Subcontracts and PO's by various means. Would be helpful to be able to create a Work Order from a Change Order. Many Work Orders are generated as a result of a Change Order being created either manually or via estimate. If...
Dawn Parents 11 months ago in CO / CPR / Work Orders 0 Future consideration

Meeting Minutes Report Template grouped by Category

Rather than having meeting items just list by order of entry it would group similar items together to make minutes more readable
Tim Smith 11 months ago in Detail Report Templates / Meetings / Safety Meetings 1 Future consideration

Remove "CLOSE' Pop Up Window From All Applications

Remove the "close" pop up window from all applications as it doesn't provide any benefit. It only gives you the option to close the window and not do anything else. It serves not purpose, is not consistent across applications, is time consuming, a...
Isaura Clark 8 months ago in UI User Interface Navigation 0 Future consideration

Biometric Time Tracking Capability

Similar to companies like Raken, BusyBusy, and Findd, Sage should have the buility to track time using facial recognition.
Norge Arnaiz Jr 8 months ago in Clock-In / Clock-Out / Labor Timecards / New Product Integration / User Properties 2 Future consideration

Global Dashboard

Global dashboard for Project manager, owner, and etc.
Guest 12 months ago in BI Summary Dashboards / UI User Interface Enhancements 0 Future consideration