All ideas

Showing 502

Default Email Signature - Individual's Business Phone, not Main Company Record Phone #

Currently, the default email template populates the Business Phone number field from the generic phone number listed in the company record, rather than from the Business Phone number field listed under the individual's record, in each signature li...

Jessica Whyde 8 months ago in Companies / Contacts / Email Templates (includes custom template) 5 Future consideration

2 VOTE

Popup reminder to save work

In Sage 100 Contractor, when you try to leave a function, you get a popup reminder asking if you want to save your work before you exit. As a new user of Sage CM, I find that I'm losing my work (usually in estimating) because I need to hop over to...

Beverly McKay 8 months ago in Other 0 Future consideration

2 VOTE

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 9 months ago in Detail Report Templates / Meetings / Safety Meetings 0 Future consideration

1 VOTE

OCR tool scan lines link to existing PO items

Where this would be useful is if you want the specific detail from the supplier Bill in the Bill info in SageCM but the PO may have been less detailed or even a lump sum figure. Currently if scan a bill using OCR and its for an exiting PO and you ...

Tim Smith 4 months ago in OCR / UI User Interface Enhancements 0 Future consideration

2 VOTE

Organizing favorites

Favorites are not organized, there should be a way to sort them alphabetically.

Guest 9 months ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

1 VOTE

Ability to upload more than 5 photos at a time on desktop/web based version of Sage

Before Corecon became Sage, we were able to select 100+ photos at a time for upload. It would take some time, but you could walk away and come back to find all photos uploaded. Now our project managers and coordinators need to sit and select 5 pho...

Jessica Whyde 5 months ago in Documentation 0 Future consideration

1 VOTE

Submittal - Auto update the responsible company field

When using workflow for a submittal. The responsible company field should auto update with who is set to approve the submittal.

Jack Speshock 5 months ago in Submittals 0 Future consideration

1 VOTE

Setting for Labour role on timesheet only changes billable rate

When add a labour role to a timesheet could there be a setting so this only changes the timecards billable rate and therefore costs will only come from the employess HR settings. When someone can be billed out as different roles doesn't mean their...

Tim Smith 5 months ago in Feature Settings / Labor / Craft Codes / Labor Timecards 0 Future consideration

1 VOTE

Allow visibility of Target Cost Code, Location, etc when editing Estimate Assembly Items

When using estimate assembly items, it is necessary to edit the quantities of the assembly variables so that the assembly equation will populate the proper cost and price. While editing the assembly variables, the target cost code and location are...

Carl Lyles 5 months ago in Work Assemblies / Work Items 0 Future consideration

1 VOTE

The "issue add" option should be available in TeamLink for subcontractor, owners, and architects to be able to use.

No description provided

Guest 5 months ago in TeamLink Portal 0 Future consideration

Please enter your email address

FILTER BY CATEGORY