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Submittals-2 Respondents In The Same Sequential Spot

Sometimes when sending out a Submittal the option of listing 2 people in the same sequencial position, let's say #2, so that one or the other can reply, but does not necessarily need to be both. The system does not currently allow for a hybrid of ...
Molly Toledo 6 months ago in Notifications / RFI / Submittals 0 Future consideration

Payment Detail

When exporting payment detail through the accounting link other non accountant users have requested being able to see more payment details i.e. date paid, check number etc. it would be nice for users to be able to see more payment details.
Trina Lapena 6 months ago in Procurement 0 Future consideration

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 7 months ago in Email Templates (includes custom template) / UI User Interface Enhancements 0 Future consideration

Provide Sage CM users a settings option to choose where emailed PO replies should go - to a business email address or to the inbound email inbox. This would be applicable for other modules that also send emails direct from Sage.

Currently, when responders to an emailed PO select reply, the email address that auto populates is for the inbound email inbox in Sage. It would be preferred if the email address that auto populated was our business email address. Since the inboun...
Emily Sutton 10 months ago in Emailing and Email Templates / Purchase Orders 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 7 months ago in Companies / Contacts / Teamlink Portal (General) / UI User Interface Enhancements 0 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 7 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 7 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 7 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 7 months ago in TeamLink Portal 0 Future consideration

Cross Project Reports for Clock In Clock Out Data -Total by Hours

The Cross Project reports for clock in and clock out data total by minutes. Very confusing. How about totaling by hours?
Annie Kendrick 3 months ago in HR, Time, and Expenses 0 Future consideration