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Set default filters in mobile app

Currently when viewing lists in the sage cm mobile app, the filter defaults to Current Project - Open - My Items (for punchlist items). Users want the option to change these to default to Current Project - All
Jack Speshock 3 months ago in Mobile - Android / Mobile - Apple / Projects (Active and Inactive) 0 Future consideration

Set default workflow type for RFI's

Have the ability in feature settings to set a default workflow type for RFI's
Jack Speshock 3 months ago in Feature Settings / RFI 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 7 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 7 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 7 months ago in Accounting Link for Sage 50 0 Future consideration

Use Locations for Work Orders and Cost

Currently Locations are only available for use on the client side. It would be beneficial to be able to have the Locations field populate on the cost side such as work orders, subcontracts, reports, etc. The time it would save to pop in a location...
Dawn Parents 3 months ago in Prime Contracts / Purchase Orders / Subcontracts / Work Orders 0 Future consideration

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

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 7 months ago in Other 0 Future consideration

Ability to Add Work Order from Change Order

Currently you can create Subcontracts and PO's by various means. Would be helpful to be able to create a Work Order from a Change Order. Many Work Orders are generated as a result of a Change Order being created either manually or via estimate. If...
Dawn Parents 7 months ago in CO / CPR / Work Orders 0 Future consideration

Organizing favorites

Favorites are not organized, there should be a way to sort them alphabetically.
Guest 7 months ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration