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In Multi Project Gantt View, make the Projects and schedules links that bring you directly to it when clicked

For efficiency making the projects and schedule listed in multi project Gantt view clickable links to the actual schedules would remove a lot of additional clicks to get back into the project schedule when you just want to see more details about a...
Guest 10 months ago in Schedules (Gantt Chart) / UI User Interface Navigation 0 Future consideration

PO reference field on quick add bills

See the screenshot below, for data entry it would be great to be able to add the PO reference in the quick add bill feature so when you are adding multiple bills at one time you can just reference the PO on the page similar to WO or CO. instead of...
Guest 10 months ago in Purchase Orders / UI User Interface Enhancements / Vendor Bills 2 Already exists

Recently Viewed or Recently Opened

I would like to see a tab or button that would allow me to return to a recently worked on page. Every similar system I have ever used has some sort of working history that allows you to jump right back into a page you were recently working on. I o...
Case Downs 10 months ago in UI User Interface Enhancements / UI User Interface Navigation 1 Future consideration

Units of Measure Integration with Intacct

Currently there is no integration/sync between SageCM and Sage Intacct. This is creating problems in Procurement where the UOM field is an open field where users can type in what they want. The problem comes when trying to Post to Intacct, if the ...
Guest over 1 year ago in Accounting Link for Sage Intacct 0 Future consideration

Form builder

Clients are looking for the ability to build checklists with more options and/or safety forms that can be accessed for employees to complete. Checklists with more options than checked. Inspection reports for equipment often need to be completed da...
Sue Parker over 1 year ago in Safety 1 Future consideration

Copy a role to create a new role in TeamLink Portal Settings

When creating a new role in Teamlink Portal Settings, would like the ability to copy a role so that all we have to do is add or remove items instead of creating from scratch.
Guest almost 2 years ago in TeamLink Portal 0 Future consideration

Make the "Project Estimated Start and Finish Date" Required When Editing Lead Info

The Project Estimated Start and Finish Date fields are very important for giving end users a sense of direction regarding a lead. Within the current environment, this field isn't required, leading to potentially misleading or absent information do...
Guest almost 2 years ago in Feature Settings / Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

Add a percentage Mark-up for CPR COs based on cost

When entering a change order item instead of calculating the mark-up manually if we need to mark-up an existing item, can we add a place to put the mark-up percentage and have it calculate it for us?
Roni Burke 5 months ago in CO 1 Needs review

QuickBooks Sync - Be able to reduce Characters in Vendor name & Bill Link

Currently, when you sync bills and vendors between QuickBooks and Sage, if a vendor has more characters in Sage than QuickBooks, it won't sync, same with bill #'s. If it is more than 20 characters it won't sync. It would be nice if you could adjus...
Trina Lapena about 2 years ago in Accounting Link for QuickBooks Desktop 0 Future consideration

Add Excel Export button for Clock In Clock Out data prior to converting

Please add an Excel Export button to the Clock In Clock Out data prior to converting to pending.
Annie Kendrick almost 2 years ago in Clock-In / Clock-Out 0 Future consideration