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Lead Enhancement

Need ability to add client as a lead column not just the description.
Guest about 1 month ago in Leads 0 Needs review

E-Sign Document signature info can only be seen by sender

I am sending out documents for signature and I can see what is open in my account, but the other users cannot see any of the info. Their Home page e-sign tab is empty. We need everyone to be able to track these documents. Not just the admin that s...
Sue Rich about 1 month ago in eSign (including DocuSign) 0 Needs review

Mobile App Add a Contact Management Module in the bottom Navigation Bar

So the user can search for companies or add contacts in the system.
Guest about 1 month ago in Sage CM Mobile 0 Needs review

"Estimate Title" Bookmark for Detail Report Templates

We have clients who build out multiple Estimates on Leads and right now they would like to use "Estimate Title" as a bookmark for identifying the estimate used in the Detail Report Template because "Project Title" is the same for all the Estimates.
Guest about 1 month ago in Proposals, Reports, Logs, Exports 0 Needs review

Converting Pending Clock In/Out By Employee Not Job

It would be very helpful to be able to convert Clock in/out by employee and not per job. Each employee is on a different site most of the time and when going through their week It's annoying to have to go back and forth to jobs when i could jsut d...
Guest about 1 month ago in Clock-In / Clock-Out 0 Needs review

Rippling Integration with Sage Constuction Management

I would like to know if creating this integration is possible, as of right now, we use Rippling as our HRIS and QBD for accounting. Our goal is to have all invoicing completed in Rippling, and to do so, we do need a live sync/integration with Sage...
Guest about 1 month ago in Accounting Links 0 Needs review

Ability to save on the "Email Bid Invitation" Screen (ITB)

It would be helpful to be able to save and ITB email in progress. Once you select your vendors from the ITB page and click "Send Invitation", there is no way to save on the "Email Bid Invitation" screen. Just today, I was in the middle of sending ...
Marc Macialek 3 months ago in ITB (Invitation to Bid) 0 Needs review

Clock in/out breaks

Should have a "break" option when clocking in
Guest about 1 month ago in Clock-In / Clock-Out 0 Needs review

Disregard

Disregard
Meredeth Dotson about 1 month ago in Permits 0 Needs review

Copy Bill with attachment to PO

It would be very helpful that when you hit "Copy Bill" that it attaches to the same PO and cost codes so that the bill can be a copy of the previous bill.
Megan Zwart about 2 months ago in Purchase Orders / UI User Interface Enhancements / UI User Interface Navigation / Vendor Bills 2 Needs review