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Workflow Flexibility for Minor Changes

Currently, if you have sent an item through a workflow, you cannot make any minor changes to that invoice (e.g., correct spelling error in subject, change payment terms, etc.). It would be helpful to allow for these minor changes without having to...
Adam Clark 28 days ago in Contracts and Procurement Workflow 0 Future consideration

Due Date on Submittal Page

Can you please add the 'Due Date' to the front page of each submittal? There isn't a location to find out the assigned due date after it has been created.
Jessica Carbone 29 days ago in Submittals 0 Future consideration

Daily Log - Ability to email from Sage CM Mobile App

Be able to send daily log detail report from the sage cm mobile app.
Jack Speshock 4 months ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / New Email Features & Email Browsing 0 Future consideration

Company Contacts Roles

We are needing a way to have different contact roles within a subcontractors Contact Management profile. We need to designate who the subcontract signer, the invoice signer, and the lien waiver signers are. There is currently no way to know who ne...
Guest 4 months ago in Contacts 0 Future consideration

Allow for Photo Rotation Tool and Increase Size of Space to Upload Photos/Videos

If you take a picture with the camera held horizontally, and then upload the photo, the thumbnail of the photo will automatically rotate the image 90 degrees. Please fix this. It would also be great to have more size to upload pictures and videos....
Micah Will about 1 month ago in Photos 1 Already exists

Update Project Ship To address from Job Address in SCM

Currently, the Job Address does not sync over into Intacct. If there was a way to have the Ship To address updated on the Project record in Intacct, that solves a lot of manually work arounds.
Jo Steiner 6 months ago in Accounting Link for Sage Intacct / Projects (Active and Inactive) 2 Future consideration

Bring RFI pricing into CPR or CO

Can we add the option to import pricing/budget from an RFI to a CPR or CO?
Guest 11 days ago in CO 1 Already exists

Create CO items during the CO creation steps

When you manually add a Change Order (CO), the CO Information page is created before you can add CO items. It would be beneficial if, after uploading the related files, you could add CO items before completing the wizard. Instead of having to scro...
Stacey Leary 21 days ago in CO 1 Future consideration

Access Team Link on Sage CM Mobile

Allow external team to access team link portal using sage cm mobile
Blesson Mannil 7 months ago in Mobile - Android / Mobile - Apple / Teamlink Portal (General) 0 Future consideration

Link Cost Database to Sage Intacct Inventory Items

Link Cost Database to Sage Intacct Inventory Items so that items and Pricing updates maintained in Sage Intacct can be updated in SCM for estimating purposes.
Deborah Lastro 8 months ago in Accounting Link for Sage Intacct / Cost Database 0 Future consideration