Add folder structures to store files in Leads/Projects
It would be really useful to be able to organize linked files to a lead/project using folders. Having a view where we can create folders/subfolders and add files in those folders would be really useful from an organization standpoint. Right now, t...
Dario Tomic
about 2 years ago
in Projects
3
Future consideration
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.
I brought this up before but just want to emphasize this one as a quality of life feature. With the submittal import not accepting respondents and due dates to be mass imported, I've spent way too much time adding due dates to each submittal. Plea...
Posting the SCM, SOV down to Sage Intacct's project contract lines using the line items, and not grouping by cost/ owner/ division/ major codes, would benefit the client in the following ways.
Client will be able to apply CO to the SOV task with...
When a Global Markup is assigned on an Estimate and it is not distributed/hidden, it will then create that markup as its own line on the Prime Contract. When this happens the system creates a new JCC for that markup, which typically is not the cos...