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Auto Populate SubInvoices by cost code within New Prime Invoice

After entering all of my sub invoices for the current period. Having to 'manually' reenter these costs by cost code division with a new prime invoice is double work when all of this information exists. It would be nice to be able to have a drop do...
Guest about 1 year ago in Prime Invoices / Subcontract Invoices 0 Future consideration

Map view of all leads.

It would be nice to have a map view of all leads to show geographical locations of all available opportunities. There is already a map of the lead location within each individual lead. If there could be an overall map showing all leads with a mark...
Colton Cooper 7 months ago in Lead Directory / Maps Geo Location 0 Future consideration

Excel import Bill status

Have a similar option to timecard import for import as pending or have a Status column for Approved/Pending in the import file Currently if import a Bill from Excel it imports as Approved unless you have workflow turned on. If you don't have a for...
Tim Smith about 1 year ago in Importing Excel Templates 0 Future consideration

Access all Time Approval Access on employee Card

A employee may need access to all employee or new employees without manually adding each employee. Please see attachment.
Guest 7 months ago in HR, Time, and Expenses / Time & Expense Workflow / User Security Roles 0 Future consideration

Automatically Link uploaded images to Photos extended to other modules outside Documentation

Currently this only works for the other modules within documentation. Daily Logs, Work Orders and Meetings. What would be great is if this could extend out to the other modules. Where it would be useful just on initial thoughts are things like goo...
Tim Smith 8 months ago in Linked Files (Projects) / Photos 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 8 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 8 months ago in New Email Features & Email Browsing / Settings / User Properties 0 Future consideration

Have schedule Resource be filter =able by just Company & Project in Multi ProjectGantt Chart

Can we make an addition to this feature to allow for sorting by just company and project on the multi view, I have client who want to see all contact resources attached from a company in relation to multiple projects, rather then broken down by co...
Guest 8 months ago in Schedules (Gantt Chart) 0 Future consideration

Allow RFP Bidders to be added without Contacts

Currently you can only add a company to an RFP if they have a contact associated to their company. I have several clients who are doing bidding outside the system and don't always have the contact info when they are building out RFPs in the system...
Guest 8 months ago in Companies / Contacts / ITB (Invitation to Bid) / RFP for Estimating / Teamlink User Roles 3 Future consideration

Work Order - Add Unique Address similar to Prime Contracts

This would be especially useful for service work.
Norman Wendl 8 months ago in Work Orders 0 Future consideration