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Waterfall a Schedule

The ability to waterfall a schedule that is available in Microsoft Project. Capabilities would include waterfall and agile scheduling within the same schedule or all waterfall in one schedule.
Sue Parker 11 months ago in Schedules (Gantt Chart) 0 Future consideration

Allow Sub Invoices to be modified when in pending stage on TeamLink Portal

Allow sub invoices to be modified on team link portal while still pending. If you accidently save it as zero you can no longer modify and need to get GC to delete it for you so you can add it again. Also, sometimes it's rejected and and needs to b...
Annie Kendrick 11 months ago in TeamLink Portal 0 Future consideration

Default Email Template - Include Recipient Email Address

When using the default email template to send purchase orders, subcontracts, SCO's, etc. the recipient's email address is not included within the contact information or PO information (sample snip attached). The only way to get this information in...
Jessica Whyde 11 months ago in Email Templates (includes custom template) 0 Future consideration

add Reimbursable expense items from Sage CMS to Sage 50 Canada

all the other accounting links allow Reimbursable Expenses to go from Sage CMS to QBO and XERO, just not Sage 50 Canada
Ian Broadfoot 11 months ago in Accounting Link for Sage 50 0 Future consideration

Haul Tickets in the Daily Log

it would be nice to track haul tickets in the Daily Log by Vendor and those that self perform. Sage CMS would then be ideal for the small civil contractor. There is not any other product in the smaller sphere that offers this functionality and it ...
Ian Broadfoot 11 months ago in Daily Log (Daily Report) / Purchase Orders 3 Future consideration

Sage CMS timecards to Sage 50 Canada

currently Sage CM timecards do not integrated with Sage 50 Canada
Ian Broadfoot 11 months ago in Accounting Link for Sage 50 0 Future consideration

Default Email Signature - Individual's Business Phone, not Main Company Record Phone #

Currently, the default email template populates the Business Phone number field from the generic phone number listed in the company record, rather than from the Business Phone number field listed under the individual's record, in each signature li...
Jessica Whyde 11 months ago in Companies / Contacts / Email Templates (includes custom template) 5 Future consideration

Popup reminder to save work

In Sage 100 Contractor, when you try to leave a function, you get a popup reminder asking if you want to save your work before you exit. As a new user of Sage CM, I find that I'm losing my work (usually in estimating) because I need to hop over to...
Beverly McKay 11 months ago in Other 0 Future consideration

New Getting Started Tab on Home View that includes important links to Settings areas and functions

This could mimic the Getting Started Implementation Guide. See link below. https://help.sagecm.intacct.com/Content/GettingStarted/ResourceCenter_GettingStarted.htm
Norman Wendl 6 months ago in UI User Interface Enhancements 0 Future consideration

Account or User Property to cc oneself when sending emails from Sage CM

No description provided
Norman Wendl 6 months ago in New Email Features & Email Browsing / Settings / User Properties 0 Future consideration