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Multiple Currencies

Can we have the ability to choose if our vendors and/or clients are US $, CDN $ or otherwise? We deal with all and would like to be able to choose what currency we pay or invoice in!
Guest about 1 year ago in Companies / Company Settings 0 Unlikely to Implement

Map view of all leads.

It would be nice to have a map view of all leads to show geographical locations of all available opportunities. There is already a map of the lead location within each individual lead. If there could be an overall map showing all leads with a mark...
Colton Cooper 7 months ago in Lead Directory / Maps Geo Location 0 Future consideration

Access all Time Approval Access on employee Card

A employee may need access to all employee or new employees without manually adding each employee. Please see attachment.
Guest 8 months ago in HR, Time, and Expenses / Time & Expense Workflow / User Security Roles 0 Future consideration

Use same naming convention for photo folders automatically created via APP and WEB

For the setting in Feature Settings > Documentation "Automatically Link uploaded images to Photos" when you create Albums and use one of the Feature options and upload image from WEB vs APP the folders created for daily logs and work orders are...
Tim Smith 8 months ago in Photos 1 Unlikely to Implement

Automatically Link uploaded images to Photos extended to other modules outside Documentation

Currently this only works for the other modules within documentation. Daily Logs, Work Orders and Meetings. What would be great is if this could extend out to the other modules. Where it would be useful just on initial thoughts are things like goo...
Tim Smith 8 months ago in Linked Files (Projects) / Photos 0 Future consideration

New Getting Started Tab on Home View that includes important links to Settings areas and functions

This could mimic the Getting Started Implementation Guide. See link below. https://help.sagecm.intacct.com/Content/GettingStarted/ResourceCenter_GettingStarted.htm
Norman Wendl 8 months ago in UI User Interface Enhancements 0 Future consideration

Account or User Property to cc oneself when sending emails from Sage CM

No description provided
Norman Wendl 8 months ago in New Email Features & Email Browsing / Settings / User Properties 0 Future consideration

Have schedule Resource be filter =able by just Company & Project in Multi ProjectGantt Chart

Can we make an addition to this feature to allow for sorting by just company and project on the multi view, I have client who want to see all contact resources attached from a company in relation to multiple projects, rather then broken down by co...
Guest 8 months ago in Schedules (Gantt Chart) 0 Future consideration

Allow RFP Bidders to be added without Contacts

Currently you can only add a company to an RFP if they have a contact associated to their company. I have several clients who are doing bidding outside the system and don't always have the contact info when they are building out RFPs in the system...
Guest 8 months ago in Companies / Contacts / ITB (Invitation to Bid) / RFP for Estimating / Teamlink User Roles 3 Future consideration

Work Order - Add Unique Address similar to Prime Contracts

This would be especially useful for service work.
Norman Wendl 8 months ago in Work Orders 0 Future consideration