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Allow for setting default "responsible contact" by item in checklist template

As described in idea (SAGECM-I-552), we utilize checklists for internal workflow purposes. It would be desirable to set defaults for the "responsible contact" by item in the checklist template, so that when adding the checklist template to a lead/...
Carl Lyles 10 months ago in Checklists / Contacts 3 Future consideration

Add columns modifications to alerts

In the alerts landing page, alerts only list minimal information. There are somethings that could be modified like allowing users to show the project name, not just the project ID.
Sean Coffman 10 months ago in Alerts and Calendars / UI User Interface Enhancements 0 Future consideration

Excel Imports to allow XLSX File Format

Allowing .xlsx file formats would greatly improve a user's capability within Excel when formatting files for import into the application. For example, there are new formulas like XLOOKUP and array formulas that could be used. Power Query Editor co...
Jason King over 1 year ago in Other / UI User Interface Enhancements 0 Future consideration

Add an indicator to desktop clock in/clock out button on upper right menu that lets you know a timer is currently running

When you add a timer from the desktop, there is no indicator that a timer is currently running once you close it to free up desktop space...you can't minimize either, just exit. This can lead to exiting Sage without clocking out, and the timer con...
Guest over 1 year ago in HR, Time, and Expenses 0 Future consideration

Make Workers Comp Code Inactive

We add new workers comp codes for each year. Would be nice to be able to make prior year workers comp codes inactive so they no longer appear in the drop-down menu.
Guest over 1 year ago in HR, Time, and Expenses 0 Future consideration

Notice to Owner/Contractor (NTO) - Ability to Log and Report On

Notice to Owners are on almost every job and is currently manually tracked. It would be very useful to have the ability to record and track Notice to Owner/Contractor NTO, and report on Open/Final NTO's. Would have the date and reference# and a ch...
Dawn Parents over 1 year ago in Comply Notices / Issues 2 Already exists

Allow for multiple classification code selection instead of one at a time

Right now adding vendors to ITBs is painstakingly slow. One code at a time? Should be able to drill down to the minor level on all your contacts and select multiple classification codes to choose from your contacts to invite. Reduce the number of ...
Guest over 1 year ago in Estimate Cost Codes (WBS) / ITB (Invitation to Bid) / Job Cost Codes / Project Classifications 0 Future consideration

Customize automatic email subject line

Referencing the Project # and Not the Project Name in the email subject line is somewhat useless, since it is not immediately recognized by most parties and is only relevant to contractor. And why does it need to automatically say "communication f...
Aimee Boehm over 1 year ago in Email Templates (includes custom template) 1 Future consideration

Equipment - New Views/Dashboards on Eqp Module Landing Page

Equipment Hours Summary Dashboard (All Projects & Equipment) Time Period Options: Last 30 Days, Last 60 Days, Last 90 Days, Last 6 Months, Last 12 Months Service Ticket Listing (All Projects & Equipment) Filters: Status, Date Range Equipm...
Norman Wendl 11 months ago in Equipment Items 0 Future consideration

add Project Name as a column in the workflows dashboard

Add Project Name as a column in the workflows dashboard.
Guest 11 months ago in Contracts and Procurement Workflow 0 Future consideration