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Add email history to all areas of system

Similar to in purchase orders where there is a sent emails section, we need that added to all areas that can be emailed. IE Assigned Tasks in Scheduling
Jack Speshock about 1 year ago in New Email Features & Email Browsing / Project To Do / Schedules (Gantt Chart) 3 Future consideration

RFP - Option to Email vendor won/lost status

Create an action that sends out an email informing vendors their bid has been selected or not selected as the awarded bid.
Jack Speshock 9 months ago in Alerts and Calendars / RFP for Estimating / RFP for Procurement 0 Future consideration

Customers and Vendors

Currently there is a Contact Management tab, it has all the information for Customers, Vendors and Subcontractors. Then there is a vendors hub. It would be nice if you had a Customer Tab, which only included your customers (similar to the Accounti...
Guest about 1 year ago in Companies / Contacts / Teamlink Portal (General) / UI User Interface Enhancements 0 Future consideration

Labor burden as a percentage instead of flat cost

When we do our estimating, our labor costs are factored with a burden rate as a percentage as opposed to stating the burden in dollars. I don't see a percentage as an option in Sage CM, and it seems like a percentage would be a logical feature.
Beverly McKay about 1 year ago in Cost Database 0 Future consideration

Add a Dropdown List for Location Dimension in Daily Reports

Currently the location needs to be manually typed in under the activity type: location. It would be helpful to have a pre-determined list of locations.
Guest 4 months ago in Daily Log (Daily Report) / Feature Settings - New Dimensions Considered 2 Future consideration

AP bills adjustable invoice date

Make a date change available on an AP bill so if a PM hold a bill for a long time before approving, the date can be change when it gets approved. This avoids having to unlock the bill, change the date, and re-initiate.
Sue Kelly 9 months ago in Alerts and Calendars / Contracts and Procurement Workflow / Subcontract Invoices / Vendor Bills 1 Future consideration

update Payment information from Sage 50 Canada to Sage CMS

all other accounting links allow payment information to update Sage CMS. not available with Sage 50 Canada.
Ian Broadfoot about 1 year ago in Accounting Link for Sage 50 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 about 1 year ago in CO / CPR / Work Orders 0 Future consideration

Meeting Minutes Report Template grouped by Category

Rather than having meeting items just list by order of entry it would group similar items together to make minutes more readable
Tim Smith about 1 year ago in Detail Report Templates / Meetings / Safety Meetings 1 Future consideration

Prime Contracts

Combine Lump Sump and Cost Plus items on the same Prime Contract
Gilbert Sanchez 9 months ago in Prime Contracts 1 Future consideration