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Sage CMS timecards to Sage 50 Canada

currently Sage CM timecards do not integrated with Sage 50 Canada

Ian Broadfoot over 1 year ago in Accounting Link for Sage 50 0 Future consideration

Default Email Signature - Individual's Business Phone, not Main Company Record Phone #

Currently, the default email template populates the Business Phone number field from the generic phone number listed in the company record, rather than from the Business Phone number field listed under the individual's record, in each signature li...

Jessica Whyde over 1 year ago in Companies / Contacts / Email Templates (includes custom template) 5 Future consideration

2 VOTE

Popup reminder to save work

In Sage 100 Contractor, when you try to leave a function, you get a popup reminder asking if you want to save your work before you exit. As a new user of Sage CM, I find that I'm losing my work (usually in estimating) because I need to hop over to...

Beverly McKay over 1 year ago in Other 0 Future consideration

2 VOTE

Organizing favorites

Favorites are not organized, there should be a way to sort them alphabetically.

Guest over 1 year ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

2 VOTE

labor hours report

Perhaps you can make it a standard report. I’m sure that it will be useful to all of your users that don’t have ADP or Sage (with the ability to export to those platforms). This report shoudl cum the PTO, Regular, Overtime etc hours by employee. s...

Guest over 1 year ago in Labor Timecards / Log Style Reports / New Product Integration 0 Future consideration

2 VOTE

Do not allow TBD cost code to export to QBD

During the export process through Sage/QB link, do not export TBD cost code and show as an error to prevent incorrect cost coding.

Debbie Idzik over 1 year ago in Accounting Link for QuickBooks Desktop 0 Future consideration

1 VOTE

Additional Fields in Leads for "Lead To Do" assignable to External Collaborators

Can we add "Lead To Do" items so we can require input from Customers/Vendors/other Employees. Having a field where the user can specify another party involved (i.e. other than assigned to) would be helpful. Not looking for Teamlink functionality. ...

Carl Lyles 10 months ago in Leads / Project To Do 4 Future consideration

2 VOTE

digital signing

Integration with PandaDoc for signing subcontracts would be great!

Paul Di Natale over 1 year ago in eSign (including DocuSign) / New Product Integration 0 Future consideration

2 VOTE

Add Additional Insurance Data Entry Options for Vendors

When adding insurance information for a vendor, there is only one amount field in there. It would be good to be able to fill out the limits within fields on that screen as well. Using the ACORD COI template, for example, General Liability Insuranc...

Dario Tomic over 1 year ago in Companies / Compliance 0 Future consideration

2 VOTE

Cost Code level contacts

Need further breakdown of contacts for leads...by the minor level of cost code. The classification codes allow us to choose from Division and Major level only.

Guest over 1 year ago in Companies / ITB (Invitation to Bid) 0 Future consideration

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