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Meetings - Items library that can be imported into New Business section.

These items would be set up in Settings | Feature Settings | Documentation.
Norman Wendl about 1 year ago in Feature Settings / Linked Files (Projects) / Meetings / Safety Meetings 5 Future consideration

Add option for "lead directory" in favorites shortcuts for leads

Ideally there would be an option to add favorite shortcuts for all items in the lead/project menu.
Carl Lyles about 1 year ago in Leads (Active or Intactive) / UI User Interface Navigation 0 Future consideration

with Contact info for companies I would think there would be a space to add Website.

No description provided
Guest 4 months ago in Companies 2 Already exists

Report/Schedule

As discussed with Dave, See attached files of a report one client is looking for. In particular they want to have the schedule dictated by percent complete which is figured by using square footage of work completed versus budgeted square footage o...
Guest 4 months ago in Detail Financial Analytic Reports / Reporting / Analytics / Schedules (Gantt Chart) 0 Future consideration

Insurance certificates bulk download

Before audits, we need to provide copies of the insurance certificates for a particular period. It would be great to have the ability to run a report and download a PDF version of the insurance certificates that are stored on Sage CM.
Guest about 1 year ago in Companies / Compliance 1 Future consideration

Add to the available docusign tags

Docusign tags available for custom report templates are limited to Signature, Date, and Initial. The person's name and position have to use a, regular static Sage tag. Often the person signing a subcontract is not the primary contact for the compa...
Marc Macialek over 1 year ago in Detail Report Templates / eSign (including DocuSign) 0 Future consideration

Add Alternates Section to Subcontracts

Many times our clients would like alternates included in a subcontract so items and prices are locked in if they choose to go with a different product or add additional scope. There should be an area these can be added into Sage Construction Manag...
Kenani Brandon about 1 year ago in Allowance Packages / Subcontracts 1 Future consideration

Add a messaging application for internal project use

Instead of having to use external messaging applications (imessage, WhatsApp, Slack, etc) have an internal messaging app so the communication stays within the system and can be referenced in future if required.
Guest about 1 year ago in Journals / New Product Integration / UI User Interface Enhancements 2 Future consideration

Add Option to Include Pending Transactions in Previous Calculations for Subcontracts, SCO's, & PO's

Add a company/global setting to "Include Pending Transactions in Previous Calculations for Sub Commitments (Subcontracts, SCO's, & PO's)". This would help us track executed commitments vs non-executed commitments.
Meredeth Dotson about 1 year ago in Feature Settings / Purchase Orders / SCO / Subcontracts 8 Already exists

Sub invoice payment reference

When issuing payments to the sub, besides that payment amount, add the reference field that can be used to write down the check or transaction number.
Guest about 1 year ago in Prime Invoices / Subcontract Invoices / Vendor Bills 2 Future consideration