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

No description provided
Norman Wendl about 1 year 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 about 1 year ago in Schedules (Gantt Chart) 0 Future consideration

Work Order - Add Unique Address similar to Prime Contracts

This would be especially useful for service work.
Norman Wendl about 1 year ago in Work Orders 0 Future consideration

Allow Transmittal CC:d Individuals to have access to the link

There should either be a way to add additional recipients or allow cc:d individuals in the sending stage to have access to the link.
Guest about 1 year ago in Transmittals 0 Future consideration

Work Order - New Status Options

New Options in red. Revised WO Status Options: Draft Pending Submission Pending Approved Not Approved Approved and Signed Approved and Site Activity Complete Note: Approved and Closed is not needed because there is a separate checkbox for the latter.
Norman Wendl about 1 year ago in Work Orders 0 Future consideration

Add Field Crew Leader to Labor Timecards table so it can be used as a grouping or filtering method

No description provided
Norman Wendl about 1 year ago in Labor Timecards 0 Future consideration

Copy Existing Labor Timecard Record

Below is how this would work. 1) View labor timecard listing 2) Click on labor timecard record 3) Click Copy (New Button) 4) Information on existing record would be shown on popup form. 5) User can change any field as needed 6) Click Save
Norman Wendl about 1 year ago in Labor Timecards 0 Future consideration

Sage CM Mobile | scribble function - Punch List

Allow users to scribble within some of the app modules. For instance, in the punch list, if the field worker opens the punch list item, they can type in their notes or click on the icon and scribble on their mobile device. This feature can also be...
Guest about 1 year ago in Mobile - Android / Mobile - Apple / Punchlist 2 Future consideration

County field added to Contact info and project info

Add county field to Contact info, in particular for population on Lien waivers. Most Lien waivers require County to be a part of lien waiver verbiage. So having County for both company and project as a bookmark for templates uploaded would increas...
Guest about 1 year ago in Companies / Contacts / Leads (Active or Intactive) / Projects (Active and Inactive) 0 Future consideration

Add addition Column options to Modules

In Particular Expiration Dates on Permits List, but in many modules there are informational items that would be super helpful to have column options on.
Guest about 1 year ago in Permits / UI User Interface Enhancements 0 Future consideration