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Template modificatons

It would be nice if there was a simple way to modify the templates, rather than only being able to adjust the email forms. Simple things like living in Canada, our address shows zip codes (usa) etc. A previous program we used had a whole template ...
Guest 8 months ago in Email Templates (includes custom template) / UI User Interface Enhancements 0 Future consideration

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 8 months ago in Companies / Contacts / Teamlink Portal (General) / UI User Interface Enhancements 0 Future consideration

Additions /Changes to Subcontract Status Types

It would be beneficial to either be able to customize or pick from preselected options that are more descriptive. For example, pending is very vague and doesn't give enough detail as to what is pending. A contract admin should be able to produce a...
Guest 4 months ago in Feature Settings / Log Style Reports 2 Future consideration

Add a quantity field for Locations that can be used as a factor in the estimates

We're a GC in the hotel renovation business and when we prepare our estimates, we break it down by room types, which would be equivalent to locations in SAGE CM. Examples would be "Typical King Rooms" or "King Suites" or "King ADA Rooms" or "Typic...
Beverly McKay 8 months ago in Estimate Cost Codes (WBS) / Estimating Items / Locations 0 Future consideration

Labor burden as a percentage instead of flat cost

When we do our estimating, our labor costs are factored with a burden rate as a percentage as opposed to stating the burden in dollars. I don't see a percentage as an option in Sage CM, and it seems like a percentage would be a logical feature.
Beverly McKay 8 months ago in Cost Database 0 Future consideration

Waterfall a Schedule

The ability to waterfall a schedule that is available in Microsoft Project. Capabilities would include waterfall and agile scheduling within the same schedule or all waterfall in one schedule.
Sue Parker 8 months ago in Schedules (Gantt Chart) 0 Future consideration

Allow Sub Invoices to be modified when in pending stage on TeamLink Portal

Allow sub invoices to be modified on team link portal while still pending. If you accidently save it as zero you can no longer modify and need to get GC to delete it for you so you can add it again. Also, sometimes it's rejected and and needs to b...
Annie Kendrick 8 months ago in TeamLink Portal 0 Future consideration

Default Email Template - Include Recipient Email Address

When using the default email template to send purchase orders, subcontracts, SCO's, etc. the recipient's email address is not included within the contact information or PO information (sample snip attached). The only way to get this information in...
Jessica Whyde 8 months ago in Email Templates (includes custom template) 0 Future consideration

add Reimbursable expense items from Sage CMS to Sage 50 Canada

all the other accounting links allow Reimbursable Expenses to go from Sage CMS to QBO and XERO, just not Sage 50 Canada
Ian Broadfoot 8 months ago in Accounting Link for Sage 50 0 Future consideration

Sage CMS timecards to Sage 50 Canada

currently Sage CM timecards do not integrated with Sage 50 Canada
Ian Broadfoot 8 months ago in Accounting Link for Sage 50 0 Future consideration