Have File Repository or Area for Company Files not tied to a Lead or Project
Details: Menu Option: Company Files Folder / Subfolder Structure Permission Attributes Internal Employees Specific Employees All External Companies Show In TeamLink Portal (This would be a new menu option in portal.)
Docusign tags available for custom report templates are limited to Signature, Date, and Initial. The person's name and position have to use a, regular static Sage tag. Often the person signing a subcontract is not the primary contact for the compa...
Many times our clients would like alternates included in a subcontract so items and prices are locked in if they choose to go with a different product or add additional scope. There should be an area these can be added into Sage Construction Manag...
Add more communication capabilities to Correspondence modules
Right now, the only communication stored in correspondence modules is the final response of the respondent. There is usually a lot more back and forth there between the different parties involved. It would be nice to be able to have a "chat" style...
Add a messaging application for internal project use
Instead of having to use external messaging applications (imessage, WhatsApp, Slack, etc) have an internal messaging app so the communication stays within the system and can be referenced in future if required.
Currently, Scope Templates include fields for Inclusions, Exclusions, and Clarifications. However, it would be nice to have Scope of Work as well when using templates for RFP Packages and Subcontracts.