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Expand Open API Capabilities

The open API is quite limited at the moment. There is no access point to leads whatsoever. Creating projects via the API would also be a good piece to add.
Dario Tomic 10 months ago in Other 0 Future consideration

Use field crew to assign scheduling task resources

The ability to utilize the crews created for time tracking in the scheduling function
Guest 11 months ago in Feature Settings / Labor Timecards / Schedules (Gantt Chart) 0 Future consideration

Control who can annotate in document viewer

Be able to control who can annotate drawings, specs, photos, etc in the document viewer.
Jack Speshock 11 months ago in Document Viewer / Linked Files (Projects) / User Security Roles 2 Future consideration

Submittal Importing from excel

Being more clear on what is needed for the import to work properly. Had to go back and forth a dozen times before i figured out what is all needed to be filled out as a baseline. I still can't get it to work because it's not recognizing some fields.
Guest 5 months ago in Importing Excel Templates / Submittals 0 Future consideration

Add To Dos to Active Projects Calendar

It would be really nice to be able to create new To Dos on the general/multi-project calendar. The calendar/to dos would be much more likely to be utilized and effective.
Kenani Brandon over 1 year ago in Alerts and Calendars / Project To Do 0 Future consideration

Intacct Reference Default

It would be great to have a defaulted Reference number option in SCM for Prime invoices coming into Intacct. Currently it populates with "Sage CM Prime Invoice #004". For me it would be great if that pulled the job number and then the billing numb...
Guest 5 months ago in Accounting Link for Sage Intacct / Prime Invoices 0 Future consideration

Wizard Column View

Hello, It would be really great if due date could be added to the batch wizard columns for bills and sub invoices.
Guest 5 months ago in Accounting Link for Sage Intacct / Subcontract Invoices / UI User Interface Enhancements / Vendor Bills 2 Future consideration

Manual Data Entry For Reports

When creating a report it is frustrating to see empty fields and having to go back to that specific line item to enter the data then create the report. An example of this is dates for submittals, If there could be an user friendly data entry cater...
Guest 5 months ago in New Product Integration / Submittals 0 Future consideration

Provide Sage CM users a settings option to choose where emailed PO replies should go - to a business email address or to the inbound email inbox. This would be applicable for other modules that also send emails direct from Sage.

Currently, when responders to an emailed PO select reply, the email address that auto populates is for the inbound email inbox in Sage. It would be preferred if the email address that auto populated was our business email address. Since the inboun...
Emily Sutton over 1 year ago in Emailing and Email Templates / Purchase Orders 0 Future consideration

Project Directory Custom Columns

Add options in custom column drop down for Contact Name, Contact Ph, Contract Subject, Billing Address (instead of shipping address)
Guest 11 months ago in Project Directory 0 Future consideration