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

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Norman Wendl 9 months 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 9 months ago in Schedules (Gantt Chart) 0 Future consideration

Allow RFP Bidders to be added without Contacts

Currently you can only add a company to an RFP if they have a contact associated to their company. I have several clients who are doing bidding outside the system and don't always have the contact info when they are building out RFPs in the system...
Guest 9 months ago in Companies / Contacts / ITB (Invitation to Bid) / RFP for Estimating / Teamlink User Roles 3 Future consideration

Work Order - Add Unique Address similar to Prime Contracts

This would be especially useful for service work.
Norman Wendl 9 months 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 9 months 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 9 months ago in Work Orders 0 Future consideration

Add Team Open Items Module in Leads

Add the following Module and reporting to Leads: Team Open Items
Guest 9 months ago in Alerts and Calendars / Leads (Active or Intactive) / UI User Interface Enhancements 0 Future consideration

Update Project Record in Intacct to billable type

The billable type in Intacct drives a lot of functionality especially when it is a T&M project. It would be awesome if SCM could update this on the project record (as well as check the billable checkboxes for AP and PO and employee expenses.
Jo Steiner 9 months ago in Accounting Link for Sage Intacct / Cost Plus With GMP / Cost Plus Without GMP / Prime Contracts 2 Already exists

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

No description provided
Norman Wendl 9 months 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 9 months ago in Labor Timecards 0 Future consideration