Skip to Main Content
Sage Construction Management Ideas Portal
ADD A NEW IDEA

All ideas

Showing 728 of 728

Turn off Auto Lock Feature for CO and Subcontracts

Our change orders and subcontracts have started auto locking after the sub signs the contract. Is there a way to turn off this auto lock feature?
Jen Marucci 11 months ago in Prime Contracts / Subcontracts 3 Future consideration

Quotation / Leads 30 day terms

There is no where in the leads matrix to provide a 30 day expiry terms for the validity of lead. currently we have to manually enter the date within the lead from the date of the lead produced to notify our customer that the date of the lead is on...
Guest 11 months ago in Leads (Active or Intactive) 1 Already exists

Automatic closing of Work Orders

It would be helpful that when an invoice is entered from a Work Order if it automatically closed and locked the work order. Or at least have this as an option in set-up.
Gaylene Underwood 11 months ago in Prime Invoices / Work Orders 1 Future consideration

Default Tax Codes

Default tax codes for a company overrule the tax code set for a job cost code. If a default tax code is set for the company then it should automatically be assigned and shown to the user that it is applying a default tax code. Currently set up so ...
Guest 11 months ago in Companies / Job Cost Codes / Tax 0 Future consideration

Project Directory - Bulk action for TeamLink Role

It would be helpful to have the ability to assign teamlink roles in bulk action on the project directory list.
Guest 11 months ago in Project Directory / Teamlink User Roles / UI User Interface Enhancements 0 Future consideration

Contact Mgmt - Customize Colunm - Address Option

Currently you can select city/state but, not address in the custom column for contact management list.
Guest 11 months ago in Contacts 0 Future consideration

Punchlist - Subcontractor Teamlink Portal

Allow sub to edit and add completion date of the punchlist item, send back to browser version and add alert that update has been made so that a PM can review item. Then it would be a workflow that clients are looking to have.
Sue Parker 11 months ago in Punchlist / Teamlink Portal (General) 0 Future consideration

Automate the ERP payment sync

Automate the ERP retrieve payment sync. Be able to set intervals on when you need it to sync (how many hours) and still keep the button to manually pull the latest payment information.
Jack Speshock 11 months ago in Accounting Link for Sage Intacct 0 Planned

Set default screen when opening SCM

Currently when you open SCM it takes you to the home screen that lists your alerts. I have a customer who is requesting the ablility to change this to the project list.
Jack Speshock 11 months ago in Projects 2 Already exists

Edit 'Expense Type' and 'Expense Payment Type' Lists

We seem to have lost the ability to edit the 'Expense Type' and 'Expense Payment Type' lists in settings. Only 'Add' is available. Can this be added back? It would also be nice to archive or delete previous expense types (it won't allow deletion o...
John Drinkwater 11 months ago in HR, Time, and Expenses 2 Already exists