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Resource Alerts in the Schedules Module

When adding Resources, specifically internal personnel, can we create an alert system to tell us when a person is double booked in two or more projects on the same dates?

Guest over 1 year ago in Alerts and Calendars / Notifications / Project To Do / Schedules (Gantt Chart) 0 Future consideration

6 VOTE

Uploading videos to an ITB should go under photos rather than drawings.

Please allow photos to take .mov uploads so that we can have videos and photos of the space to be in the same area, rather than needed to upload videos under drawings. This should help keep more similar items grouped.

Guest almost 2 years ago in ITB (Invitation to Bid) / Photos 1 Future consideration

1 VOTE

Automatic COI Email Alerts

As intacct can now send out automatical compliance emails on COI, this feature will defintiely begin to be a push for many Intacct Clients.

Guest 4 months ago in Alerts and Calendars / Compliance / Notifications 0 Future consideration

1 VOTE

Lead Enhancement

Need ability to add client as a lead column not just the description.

Guest 4 months ago in Leads 1 Future consideration

2 VOTE

Retrieving Downloaded Pictures that were Uploaded to Daily Log

If I attempt to download an individual picture that was uploaded through daily logs, I am unable to retrieve that download unless I select "download all." Please consider making it possible to download only one photo from daily logs.

Micah Will 7 months ago in Daily Log (Daily Report) 1 Already exists

2 VOTE

Export schedules

Enable exporting existing schedules or creating schedule templates.

Guest 7 months ago in Schedules (Gantt Chart) 3 Already exists

6 VOTE

Emailing Purchase Orders to our employees

Currently you can email a purchase order to a vendor. What is lacking is the ability to be able to email the approved purchase order to our Superintendents so that they can either pick up goods or order the materials etc.

Guest almost 2 years ago in Email Templates (includes custom template) / Emailing and Email Templates / Purchase Orders / UI User Interface Enhancements 1 Future consideration

3 VOTE

Default to "Not Show in Portal" all files uploaded in the TeamLink Portal by Respondents

It seems like it should be the default, or at least there should be a system setting for the default to NOT "Show in Portal" all "Files Uploaded in the TeamLink Portal by Respondents". We have yet to fully utilize the teamlink functionality; howev...

Carl Lyles 11 months ago in Linked Files (Projects) / TeamLink Portal 0 Future consideration

5 VOTE

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 over 1 year ago in Estimate Cost Codes (WBS) / Estimating Items / Locations 0 Future consideration

1 VOTE

E-Sign Document signature info can only be seen by sender

I am sending out documents for signature and I can see what is open in my account, but the other users cannot see any of the info. Their Home page e-sign tab is empty. We need everyone to be able to track these documents. Not just the admin that s...

Sue Rich 4 months ago in eSign (including DocuSign) / User Security Roles 0 Future consideration

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