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
8 months ago
in Other
0
Future consideration
Be able to transfer or journal a single amount from one contract to another, within a project.
Example: all the costs for fencing went into one contract to work out the cost per linear metre, then we wanted to allocate costs across several contracts according to the lengths of fencing on each. Example: we are billing multiple clients for on...
Guest
4 months ago
in Prime Contracts
0
Future consideration
Add ability to track Activity by Subcontractor to Daily Logs
The main thing we want to track in Daily Logs is subcontractor activity. I’m not interested in their hours, and we don’t have employees hours to track. But I would like a pull down menu of our Subs/Vendors so I can pick one and write a sentence ab...
It would be helpful to easily rename, delete albums, and protect entire albums. At a minimum can we rename an album instead of having to create an entirely new album?
Kenani Brandon
about 1 year ago
in Documentation
1
Already exists
Line out Subcontract Change orders beneath the Subcontract in reports.
It would be very beneficial to have any subcontract change orders visible with in the subcontract. Specifically in the Reports Module, and report "Subcontract items grouped by Prime, Status and Cost Code. then you are able to see the entire picture.
Project Name and Number need to be at the top of each and every page, especially when going into the reports. It makes navigating impossible otherwise
With many tabs and reports open, if you look away for a min. you have no idea which project you are even looking at anymore and have to start the process over, or sort through to find your originating tab.
Customer is creating vendors in SCM along with the govt id. when sync with QB the vendor ID is not getting updated in to QB, which causes additonal work for end user. Would like to have the SCM update QB with govt id upon sync.