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Associate a Bill item to an existing PO item

This would be useful where someone has entered a bill directly not realising it was for a PO. This causes a double up of committed costs due to the PO and Bill no PO both being committed. If discovered during analytics the solution is to either de...
Tim Smith about 1 year ago in Purchase Orders / Vendor Bills 0 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

Meetings - Agenda Formatting - First Line of New Business is Automatically in Bold

The first line of a new business item is bolded. This causes unnecessary attention and confusion to the reader. Would you please consider editing this default format, so it doesn't automatically bold the first line of new business items? Thanks!
Micah Will 6 months ago in Meetings 2 Already exists

Meetings - Agendas - Old Business - Distinguish Old Business from New Business on Agendas

Hello! Please consider adding text to the agenda for Old Business. Unless you are the creator of the agenda, it is really difficult for one to see what old business is and what is new business. Thanks!
Micah Will 6 months ago in Meetings 1 Already exists

Easy way to print all linked files on a transaction

A quick and easy way to print out all the linked files on a transaction. Use case: Customer wants to print out submittal package that includes product documentation, product photos and design plan that was uploaded to linked files on submittal. In...
Jack Speshock about 1 year ago in Linked Files (Projects) 0 Future consideration

Create a service work module

Create a module that is more geared toward service work needs, which might include scheduling, dispatching, service work notes and photos, and tracking material used from company vehicles or stock. It would also be helpful if there was a page show...
Emily Sutton over 1 year ago in Other 6 Unlikely to Implement

Make project groups able to to be copied from a different project

No description provided
Guest 6 months ago in Correspondence / Project Directory / Project Groups 0 Future consideration

Remove "CLOSE' Pop Up Window From All Applications

Remove the "close" pop up window from all applications as it doesn't provide any benefit. It only gives you the option to close the window and not do anything else. It serves not purpose, is not consistent across applications, is time consuming, a...
Isaura Clark about 1 year ago in UI User Interface Navigation 0 Future consideration

lead activity track

I would like to see if we can add some extra date entry options to Leads, it would be nice to add an Activity section so we can have a running timeline of outreach and what that outreach/meeting was about. Another helpful could be a Notes Section ...
Guest 7 months ago in Correspondence / Leads (Active or Intactive) 0 Future consideration

Biometric Time Tracking Capability

Similar to companies like Raken, BusyBusy, and Findd, Sage should have the buility to track time using facial recognition.
Norge Arnaiz Jr about 1 year ago in Clock-In / Clock-Out / Labor Timecards / New Product Integration / User Properties 2 Future consideration