All ideas

We’re having issues with the text editor when copying and pasting. It would help if we could select all and set a consistent font and size, since content from different sources results in inconsistent formatting.

Create a way to import estimates from Sage Estimating to SCM either on the Lead or Project or both.

Create a way to track production units to correlate to Unit Price contracts (hours/materials consumed) so that Unit Price Contracts hold legitimate value to clients

When creating security roles, it would be a great option to be able to give read only permissions or granular permissions especially for field employees that do not need full access to a complete modular. We need field employees to views drawings,...

Currently the originator on the correspondence features will only get and email that a respondent has entered in a response if that respondent is an external contact. When the respondent is an employee in the system and they add a response, not em...

Some clients may implement SCM prior to implementing Intacct. If they begin adding prime contracts with cost codes in SCM that were not synced from Intacct there are errors when trying to sync to Intacct even if the cost codes are identical in Int...

It would be helpful to have a purchase order and subcontract close process to automatically create a deductive change order and change the status to Closed. You would run it from the Actions dropdown in either area. It would then give you a list o...

Permit expiration is not a column that can be added to the Permits list inside Projects. This is the most important information regarding permits for clients, why would this not be a field to choose as a column.

When submitting Purchase Orders to vendors, it is more commonly needed to have full detail of items needed for the Purchase Order rather than a summary of items by cost code. It would also be beneficial for this information to sync to the ERP syst...

Sometimes different users, not realizing a vendor/subcontractor/name is already in Contact Management creates another vendor/subcontractor even though they are the same vendor. Having a merge or combine function would help reduce duplicates and ot...