Sage Construction Management Ideas Portal
ADD A NEW IDEA

All ideas

Showing 658 of 658

Account or User Property to cc oneself when sending emails from Sage CM

No description provided
Norman Wendl 6 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 6 months ago in Schedules (Gantt Chart) 0 Future consideration

G702 & G703 Creation/ Custom Report Template

We use the G702 & G703. It would be nice to be able to create that in Sage CM for a specific prime invoice time period, not necessarily per prime invoice. Or be able in the custom report builder to have the G702 & G703 as a template to be ...
Trina Lapena 12 months ago in Detail Report Templates / Prime Invoices 3 Already exists

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 6 months ago in Companies / Contacts / ITB (Invitation to Bid) / RFP for Estimating / Teamlink User Roles 3 Future consideration

Access PO's and Bills from Vendor/Company Profile

DISREGARD - I found out how to get there. From an overall perspective, it would be helpful when you're in a vendor's "Company Profile" to be able to see PO's and/or Bills that might apply to that vendor across all projects. Seems like it would be ...
Beverly McKay 12 months ago in Contact Management 1 Already exists

Create a Bookmark for CPR Due Date

There is an area in the CPR module that you can enter the Proposal Completion Due Date. We need this to appear on the CPR report we send to our Owners. Please make a bookmark that would allow us to add this to our custom reports so Owners know whe...
Kenani Brandon 12 months ago in CPR / Templates & Reports 0 Already exists

Work Order - Add Unique Address similar to Prime Contracts

This would be especially useful for service work.
Norman Wendl 6 months ago in Work Orders 0 Future consideration

Allow Transmittal CC:d Individuals to have access to the link

There should either be a way to add additional recipients or allow cc:d individuals in the sending stage to have access to the link.
Guest 6 months ago in Transmittals 0 Future consideration

Work Order - New Status Options

New Options in red. Revised WO Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Approved and Site Activity Complete Note: Approved and Closed is not needed because there is a separate checkbox for the latter.
Norman Wendl 6 months ago in Work Orders 0 Future consideration

Add Team Open Items Module in Leads

Add the following Module and reporting to Leads: Team Open Items
Guest 6 months ago in Alerts and Calendars / Leads (Active or Intactive) / UI User Interface Enhancements 0 Future consideration