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Contacts [Vendor and customer] not being imported into SCM using intergration link

When importing vendors and customers from Sage 100 CONT using the interface, no contacts are imported in – customer will have to manually extract all contacts from Accounting software into excel and then import it manually into SCM
Blesson Mannil over 1 year ago in Accounting Link for Sage 100 Contractor 1 Future consideration

Notes section in Leads/Projects with User Tagging Capability

Communication amongst team members is vital when it comes to managing a project/lead. Being able to house that in a centralized location in the lead/project would be really nice. Also, being able to tag one or more team members to the note so they...
Dario Tomic over 1 year ago in Journals / Leads (Active or Intactive) / Projects (Active and Inactive) 3 Future consideration

Ability for a project admin or other user to receive notification when a team link portal user pushes something over to project

No description provided
John Masterson over 1 year ago in TeamLink Portal 0 Future consideration

Add Approver/Rejector Name and Date to stamp in drawings

Currently, the stamp in drawings is just a box with text that says "Approved","Rejected", etc. Can we also have it show the details of who approved/rejected as well as a timestamp?
Dario Tomic over 1 year ago in Document Viewer / Drawings 0 Future consideration

Hot links & collaboration- Drawings

Procore users wanting to leave that application want the hot link and zoom to details features that Procore offers as well as the collaboration piece of alerting a user to a note on the drawing.
Sue Parker over 1 year ago in Drawings 2 Future consideration

Subcontractor Daily Report

Many requests for subs to be able to upload and/or submit their own daily reports to the GC. Upload through the portal maybe?
Sue Parker 5 months ago in Daily Log (Daily Report) / Teamlink Portal (General) 0 Future consideration

Safety Dashboard

Prospects are looking for company wide dashboard on safety and additional reporting regarding the OSHA 300 logs. There should be at a minimum a multi-project report for safety incidents when needing to compile OSHA 300. Also should have multi-proj...
Sue Parker 11 months ago in Log Style Reports / Safety Incidents 1 Future consideration

Add contact to lead without having to add a new company

It is very common to need to add a new contact to an existing company when creating a lead. Currently the lead directory only allows for the addition of new companies and new contacts. This led to duplicate companies being created in our system. I...
Carl Lyles 11 months ago in Contacts / Lead Directory 5 Already exists

Project Name and location on Workflow approvals

When reviewing a subcontract workflow, I really need the name of the project and location on the screen so I can verify that we have everything set up correctly for that state. I am currently having to pull up another screen to search the project ...
Guest 11 months ago in Contracts and Procurement Workflow / UI User Interface Enhancements 0 Future consideration

Ability to Change Order Out Held Retainage.

When a subcontract warrants retaining the retainage either in whole or partial for a subcontractor to cover damages, repairs by others, etc., there is not currently a way to account for that other than leaving an open balance in SAGE. It would be ...
Dawn Parents 11 months ago in SCO 1 Future consideration