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E-Sign Document signature info can only be seen by sender

I am sending out documents for signature and I can see what is open in my account, but the other users cannot see any of the info. Their Home page e-sign tab is empty. We need everyone to be able to track these documents. Not just the admin that s...

Sue Rich 4 months ago in eSign (including DocuSign) / User Security Roles 0 Future consideration

3 VOTE

Include a hyperlink to the Lead/Project in Checklist Alerts

When using checklists and checklist alerts, the alert includes the lead/project number, but there is no easy way to quickly access the lead/project. Ideally, the lead/project number would be a hyperlink to the respective lead/project (much in the ...

Carl Lyles 12 months ago in Checklists / UI User Interface Navigation 0 Future consideration

5 VOTE

Option to automatically sync items

Option to automatically sync items between sCM and SIC rather than having to manually post the items

Guest over 1 year ago in Accounting Link for Sage Intacct 0 Future consideration

5 VOTE

Auto Populate SubInvoices by cost code within New Prime Invoice

After entering all of my sub invoices for the current period. Having to 'manually' reenter these costs by cost code division with a new prime invoice is double work when all of this information exists. It would be nice to be able to have a drop do...

Guest over 1 year ago in Prime Invoices / Subcontract Invoices 0 Future consideration

1 VOTE

Mobile App Add a Contact Management Module in the bottom Navigation Bar

So the user can search for companies or add contacts in the system.

Guest 4 months ago in Companies / Contacts / Sage CM Mobile 0 Future consideration

2 VOTE

Create CO items during the CO creation steps

When you manually add a Change Order (CO), the CO Information page is created before you can add CO items. It would be beneficial if, after uploading the related files, you could add CO items before completing the wizard. Instead of having to scro...

Stacey Leary 8 months ago in CO 1 Future consideration

5 VOTE

System default Tax codes

Could system default tax codes be added rather than relying on users remembering to set default JCC tax rates. In New Zealand and Australia primarily using Xero and QBO tax rates are needed to sync to the financial package and when this gets misse...

Tim Smith over 1 year ago in Prime Contracts / Tax / UI User Interface Enhancements 2 Future consideration

4 VOTE

Hot links & collaboration- Drawings

Procore users wanting to leave that application want the hot link and zoom to details features that Procore offers as well as the collaboration piece of alerting a user to a note on the drawing.

Sue Parker over 1 year ago in Drawings 2 Future consideration

2 VOTE

Separate Cost Codes for payables and receivables

Only make cost codes for Payables and Receivables available to each of those catagories. For instance: Cant use the overhead cost code on an SCO but you can on a change order to a client. Make it so it cant even be an option on an SCO

Sue Kelly 8 months ago in Job Cost Codes 0 Future consideration

3 VOTE

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 about 1 year ago in Mobile - Android / Mobile - Apple / Photos 0 Future consideration

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