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Import multiple Prime contracts vs running the wizard 100x

Is there any consideration to Import multiple Prime contracts vs running the wizard 100x in the case stated below? 5) Implementation Plan - Job Cost Codes, Prime Contract and Original Budgets "Once the Owner releases certain units for renovation o...
Joseph Smith 26 days ago in Prime Contract Setup Wizards (Includes Project Setup Wizard) 0 Needs review

Option to hide internal contacts on drop downs

When selecting Suppliers and Subcontractors on drop downs it would be nice to hide internal contacts from the list. Example ITB and RFPs.
Matthew Carlisle 3 months ago in Contact Management / ITB (Invitation to Bid) / RFP for Estimating / RFP for Procurement 0 Future consideration

Add ability to upload more than 10 photos on mobile

We have superintendents that are using the mobile app and are taking more than 10 photos of the site on most days. Can we increase the limit to allow more photos to be uploaded at a time. It can be annoying for them to have to do 5-6 separate uplo...
Dario Tomic over 1 year ago in Mobile - Android / Mobile - Apple / Photos 0 Future consideration

Initiate Workflow for large amounts of items

It would be nice for the team to be able to initiate the workflow for multiple objects if they are loading a large amount of those transactions at any given moment. For example, we have a client that uploads hundreds of bills per month and has to ...
Patrick Sheppard 4 months ago in UI User Interface Enhancements / Workflow 0 Future consideration

Automatic Lead/Project Numbering

With our previous platform, we had the ability to have a sequenced project numbering for Leads/Projects but in SCM it all needs to be manually typed out. It would be really helpful to have this auto-sequenced somehow. In addition, it would be usef...
Dario Tomic over 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) 1 Future consideration

Submittal Item Additional Tracking Fields

Would it be possible to add the following fields: Release Date, Estimated Ship Date, Actual Ship Date.
Adam Clark about 1 month ago in Submittals 2 Already exists

Ability to pull Purchase Order Items into Submittal Items

Some handy fields already exist on each submittal item. It would be incredibly useful if you were able to pull in approved purchase order items into the submittals (similar to daily logs). Additionally, could the Actual Delivery Date field be a ty...
Adam Clark about 1 month ago in Purchase Orders / Submittals 0 Future consideration

Cell / Mobile Phone Column

Can we have a column in Project Directory for cell phone numbers? Can only see this on the Teamlink side.
Amanda Amason 5 months ago in Contact Management / Project Directory / UI User Interface Enhancements 0 Future consideration

Increased submittal response options

It seems that when a respondent uploads their response there is no section for them to list whether they approved or rejected the submittal. Please add response options: Approved, Approved as noted, Revise & Resubmit. This would help all part...
Matthew Carlisle 4 months ago in Submittals 2 Already exists

Access Team Link on Sage CM Mobile

Allow external team to access team link portal using sage cm mobile
Blesson Mannil about 1 year ago in Mobile - Android / Mobile - Apple / Teamlink Portal (General) 0 Future consideration