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Allow for setting default "responsible contact" by item in checklist template

As described in idea (SAGECM-I-552), we utilize checklists for internal workflow purposes. It would be desirable to set defaults for the "responsible contact" by item in the checklist template, so that when adding the checklist template to a lead/...
Carl Lyles over 1 year ago in Checklists / Contacts 3 Future consideration

Meeting Minutes Report Template grouped by Category

Rather than having meeting items just list by order of entry it would group similar items together to make minutes more readable
Tim Smith about 2 years ago in Detail Report Templates / Meetings / Safety Meetings 1 Future consideration

Before and after photos in punchlist reports

When printing punchlist list reports it would be very helpful if there was an option to attach the before and complete photos directly into the report.
Kenani Brandon over 1 year ago in Photos / Punchlist 1 Future consideration

Add a comments or notes column to the estimating items screen.

Adding a comments column to the item screen, that is editable an visible on the items tab, would allow a user to input comments for each item on the list for special instructions or clarifications. This is not the same as a comments tab for the wh...
Ben Walters about 1 year ago in Estimating Items / UI User Interface Enhancements 3 Already exists

Add Companies to Project from Company Profile Page

You should be able to select a company in the contact management page and manage the projects they are on. To have to go through each individual project they are on and add them to each one is tedious and inefficient.
Guest about 1 year ago in Companies / Contacts / Project Directory / UI User Interface Enhancements 0 Future consideration

Be More Like ProCore

The industry standard is ProCore and the majority of GC's, subs, vendors use it and it assists to create a database of those contacts that is searchable by anyone. https://www.procore.com/network/us/
Guest about 2 years ago in Other 0 Future consideration

Customizable/templated questions for reports/daily logs/inspections/etc

We have talked about this but I couldn't find if the idea existed here. I have had clients ask for the capability of having customized questions that people in the field have to answer as a part of their work - whether that is some sort of mainten...
Sean Coffman about 1 year ago in Custom Definable Entry Screens / Custom definable Fields / Documentation 1 Future consideration

Add columns modifications to alerts

In the alerts landing page, alerts only list minimal information. There are somethings that could be modified like allowing users to show the project name, not just the project ID.
Sean Coffman over 1 year ago in Alerts and Calendars / UI User Interface Enhancements 0 Future consideration

Interim Prime Contract Status Between Approved and Approved and Closed

When a project is completed and pending final closure, additional cost and time may not want to be added to the project/prime contract. Interim codes such as Pending Close and Approved for Close on prime contracts would have the properties that do...
Dawn Parents about 2 years ago in Prime Contracts 0 Future consideration

Global Dashboard

Global dashboard for Project manager, owner, and etc.
Guest about 2 years ago in BI Summary Dashboards / UI User Interface Enhancements 0 Future consideration