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Multiple Cost Code Select in Bid Management RFP Packages

It would be extremely useful to be able to pick multiple cost codes when adding estimate items to bid RFP Pkg (see screenshot). It is very time-consuming and if someone isn't paying attention to what they already chose, they might duplicate entries.
Adam Clark about 1 year ago in Estimate Cost Codes (WBS) / RFP for Estimating 0 Future consideration

Meetings - Agenda Formatting - First Line of New Business is Automatically in Bold

The first line of a new business item is bolded. This causes unnecessary attention and confusion to the reader. Would you please consider editing this default format, so it doesn't automatically bold the first line of new business items? Thanks!
Micah Will 3 months ago in Meetings 2 Already exists

Meetings - Agendas - Old Business - Distinguish Old Business from New Business on Agendas

Hello! Please consider adding text to the agenda for Old Business. Unless you are the creator of the agenda, it is really difficult for one to see what old business is and what is new business. Thanks!
Micah Will 3 months ago in Meetings 1 Already exists

Multiple Revenue GL Allocation

We have clients with multiple GL accounts and what to post to those separate accounts either on a project basis or a contract line item basis. Can we create a field in the Posting Wizard that allows for choice on what GL to post the contract to li...
Guest about 1 year ago in Accounting Link for Sage Intacct 3 Future consideration

QuickBooks Sync - Be able to reduce Characters in Vendor name & Bill Link

Currently, when you sync bills and vendors between QuickBooks and Sage, if a vendor has more characters in Sage than QuickBooks, it won't sync, same with bill #'s. If it is more than 20 characters it won't sync. It would be nice if you could adjus...
Trina Lapena over 1 year ago in Accounting Link for QuickBooks Desktop 0 Future consideration

Add to the available docusign tags

Docusign tags available for custom report templates are limited to Signature, Date, and Initial. The person's name and position have to use a, regular static Sage tag. Often the person signing a subcontract is not the primary contact for the compa...
Marc Macialek about 1 year ago in Detail Report Templates / eSign (including DocuSign) 0 Future consideration

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 9 months ago in Documentation 0 Future consideration

Classifications added per Prime vs per Project

We have a client who would like to be able to assign classifications per prime rather than per project. They've got mulitple primes under every project, and would like anohter level of deliniation. Especially from a reporting standpoint to group a...
Grant Shields 9 months ago in Feature Settings / Prime Contracts 0 Future consideration

Allow for editing of variables from items tab in estimate

In the "items" tab of the estimating module, it would be desirable to view and edit assembly variables via an "edit all" button.
Carl Lyles 9 months ago in Estimating Items / UI User Interface Enhancements / Work Assemblies 0 Future consideration

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

No description provided
Guest 9 months ago in Contacts / Project Directory 1 Future consideration