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RFP BCC Option

Ability to blind copy person on RFP
Guest 7 months ago in RFP for Estimating / RFP for Procurement 1 Already exists

Add ability to track Activity by Subcontractor to Daily Logs

The main thing we want to track in Daily Logs is subcontractor activity. I’m not interested in their hours, and we don’t have employees hours to track. But I would like a pull down menu of our Subs/Vendors so I can pick one and write a sentence ab...
Guest 10 months ago in Daily Log (Daily Report) 1 Future consideration

Center Click or right click links to open in new tab

In the company list, be able to center or right click the company link to open in new tab since you have to reload the company list every time and then scroll back down to find a company. Make all links on site able to be opened in a new tab so yo...
Guest 7 months ago in UI User Interface Enhancements 0 Future consideration

Ability to rename a photo album

It would be helpful to easily rename, delete albums, and protect entire albums. At a minimum can we rename an album instead of having to create an entirely new album?
Kenani Brandon 10 months ago in Documentation 1 Already exists

Prime Contract Invoice Combine CO Items with matching SOV Items

On the Prime Contract Invoice Wizard - Select Add Item Details Method; it would be helpful to have an option that combines the CO item with the original SOV. Essentially just increasing the SOV line rather than billing separate or on separate lines.
Sondra Hall 7 months ago in Prime Contracts / Prime Invoices 0 Future consideration

Output and display colours from comments fields

See attached where if change the colour of text in comments you can only see it in the edit screen. So when you when you are in view only in SCM or the comment is mapped onto document templates the font colour is black. Seems a bit pointless being...
Tim Smith 7 months ago in UI User Interface Enhancements 0 Future consideration

County field added to Contact info and project info

Add county field to Contact info, in particular for population on Lien waivers. Most Lien waivers require County to be a part of lien waiver verbiage. So having County for both company and project as a bookmark for templates uploaded would increas...
Guest 3 months ago in Companies / Contacts / Leads (Active or Intactive) / Projects (Active and Inactive) 0 Future consideration

Sync GOVT ID for vendor to QB

Customer is creating vendors in SCM along with the govt id. when sync with QB the vendor ID is not getting updated in to QB, which causes additonal work for end user. Would like to have the SCM update QB with govt id upon sync.
Blesson Mannil 10 months ago in Accounting Link for QuickBooks Online 1 Future consideration

Currency selected on the Project in SCM should warn if not the same as what is set in Intacct.

SCM can sync transactions in multiple currencies, however when it syncs to Intacct the currency changes to that of the of the base currency set on the entity tagged to the project. This has causes the purchasing and revenue transactions syncing to...
Matthew Carlisle 7 months ago in Accounting Link for Sage Intacct 1 Planned

Mass Loading for Checklists on multi Prime Contracts?

We have several clients with many Prime Contracts under a Project and they use the same checklists for all Primes. If we could have the ability to check off multiple Primes to add checklists to, that would be super helpful.
Guest 4 months ago in Checklists / UI User Interface Enhancements 0 Future consideration