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Submittals-2 Respondents In The Same Sequential Spot

Sometimes when sending out a Submittal the option of listing 2 people in the same sequencial position, let's say #2, so that one or the other can reply, but does not necessarily need to be both. The system does not currently allow for a hybrid of ...
Molly Toledo about 1 year ago in Notifications / RFI / Submittals 0 Future consideration

lead activity track

I would like to see if we can add some extra date entry options to Leads, it would be nice to add an Activity section so we can have a running timeline of outreach and what that outreach/meeting was about. Another helpful could be a Notes Section ...
Guest 5 months ago in Correspondence / Leads (Active or Intactive) 0 Future consideration

Copy PO, Bill and Subcontract Wizard - Add Project Status option (ie. active, archived) to copy transactions from inactive jobs

Currently, the Copy PO, Bill and Subcontract Wizard will only show active jobs. Adding a project status option will allow users to copy transactions from jobs that have been archived.
Norman Wendl 10 months ago in Purchase Orders / Subcontracts / Vendor Bills 0 Future consideration

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

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

Punch list item view - images

Please add a feature where we can see the attached images for the punch list items in the punch list item view. Currently, you need too many clicks to see the image (s) related to the punch list item.
Guest 10 months ago in Punchlist / UI User Interface Enhancements 2 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

Copy Project Wizard

Required Selection: Customer Copy Wizard Steps: Project Directory Drawings including files (Source and Target Project files would be separate.) Specifications including files Cost Codes Prime Contract (Customer would be replaced with selection abo...
Norman Wendl 10 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

Prime Contract Budget Revisions when integrating with Sage 100 Contractor

It would be very useful to be able to revise a Budget prime contract in Sage CM and have those changes post to Sage 100 Contractor.
Jesse Gordon 10 months ago in Accounting Link for Sage 100 Contractor / Prime Contracts 0 Future consideration

Prime Contract Budget Revisions when integrating with Sage 300 CRE

It would be very useful to be able to revise a Budget prime contract in Sage CM and have those changes post to Sage 300 CRE.
Jesse Gordon 10 months ago in Accounting Link for Sage 300 CRE / Prime Contracts 0 Future consideration