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Change success modals to toast messages

There are several places in the application where performing an action opens a modal / dialog box that requires clicking the X to close it and this completely disrupts flow within the app. There is nothing special about the modals, no call to acti...
Andrew Langstone about 1 month ago in UI User Interface Enhancements 0 Needs review

Assign Multiple PMs to Project

The ability to assign more than one PM would be useful, as we have both internal and external PM per project.
Guest about 1 month ago in Contacts 0 Needs review

Reassign Approver on Workflow

We need the ability to reassign a workflow approver in the middle of a workflow. There are times people are out on vacation or sick and it is holding up our approvals.
Guest over 1 year ago in Contracts and Procurement Workflow 4 Future consideration

Close project

There was an edit button that gave you the option to close an approved project. Now the workaround is to lock the project in approval and lock status section so in the project list it shows locked but not closed. We would like to be able to still ...
Guest 22 days ago in Projects (Active and Inactive) 0 Needs review

Sage CM - Bills Paid summary in Financial Analytic reports

I see in Procurement, the "PO Status Summary" link provides a summary by vendor on what has been approved, invoiced, and paid. Is there a total project specific report on job cost by code that includes a column for "paid". The ones I have only hav...
Guest 23 days ago in Detail Financial Analytic Reports 0 Needs review

Track Chamges/Edits

Provide a tab listing edits and changes to fields across the various forms- Example- a Superintendent accidentally deletes or modifies field in a CPR, thus changing key financials- Currently no record exists of these changes, leading to many poten...
Guest 2 months ago in  0 Needs review

Show the open subcontract balance on the sub invoices page.

Right now, two tabs need to be open to verify the remaining subcontract balance when approving invoices. It a column was added to the subcontractor invoice page, two tabs would no longer be required.
Guest about 1 month ago in Subcontract Invoices 0 Needs review

The Project Manager on the project should be automatically added to the project team.

The PM assigned to a project is not automatically part of the project team. That is odd. I created a project, made myself the PM, and when other employees wanted to copy me correspondence, they could not, because I wasn’t on the Project Team. The ...
Mark Cadman over 2 years ago in Contacts / User Security Roles 0 Future consideration

Update digital payment process

Update the digital payment for customers to resemble quickbooks. Currently digital payments options require too many steps. An email must be created manually with a link embedded in the email. Once clicked the link directs to a page where customer...
Guest 23 days ago in  0 Needs review

workflow

No description provided
Renee Thomas 23 days ago in  0 Needs review