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To-Do List Reminder Emails

The To-Do List needs to have a notification system. If I have to-do's that are past due or coming due soon, there is no ALERT to tell me that. Adding a drop down in the To-Do creation that says "reminder" with a date would be a major improvement. ...
Chad Shaules 4 months ago in Alerts and Calendars / General To Do  / Notifications / Project To Do / UI User Interface Enhancements 0 Future consideration

Two Subs w/Same Company Name

SCM should allow us to have two companies in two different locations (city, st, etc.). We may have a Bob's Glass, Inc. in San Francisco & in Chicago. This does NOT already exist. See attachment.
Amanda Amason 5 months ago in Companies 1 Already exists

Primavera P6 Uploads

Please provide the ability to upload Oracle Primevera P6 files. We use that software for scheduling and right now we have to convert our schedules to a Microsoft Project file to upload the schedule in Sage PM and this is inefficient.
Guest 15 days ago in Schedules (Gantt Chart) 0 Needs review

Urgent Sage Issue - Submittal Review Process

I initially brought this issue to attention in November and has been discussed on multiple occasions since. I must emphasize its ongoing impact and the urgent need for resolution. The current structure of the website creates significant inefficien...
Guest 6 months ago in Submittals 4 Already exists

Export PO lines separately

It would be very helpful if PO and Subcontract lines items would be exported to Intacct just the way they are entered into SCM. Currently any line items that have the same cost code all get lumped into one line. We constantly have multiple lines w...
Brandon Dahn 5 months ago in Accounting Link for Sage Intacct / Purchase Orders / Subcontract Invoices 0 Future consideration

Add folder structures to store files in Leads/Projects

It would be really useful to be able to organize linked files to a lead/project using folders. Having a view where we can create folders/subfolders and add files in those folders would be really useful from an organization standpoint. Right now, t...
Dario Tomic over 1 year ago in Projects 3 Future consideration

Titles for contacts - ability to add a new title on the fly

When entering a contract and their title is not already in the master list have the ability to add it to the list without having to leave the contact screen.
Bruce Dutnall 2 months ago in Contacts / UI User Interface Enhancements 1 Planned

Access Team Link on Sage CM Mobile

Allow external team to access team link portal using sage cm mobile
Blesson Mannil about 1 year ago in Mobile - Android / Mobile - Apple / Teamlink Portal (General) 0 Future consideration

Make budget modification button

Instead of creating a change order to move money around within a budget. Can you create a budget modification much like procore to move the money easier within cost codes.
Guest 8 months ago in CO / Prime Contracts 0 Future consideration

Link SCM Cost Codes to Intacct Cost Codes

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...
Guest about 1 year ago in Accounting Link for Sage Intacct 3 Already exists