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    Create a service work module

    Create a module that is more geared toward service work needs, which might include scheduling, dispatching, service work notes and photos, and tracking material used from company vehicles or stock. It would also be helpful if there was a page show...
    Emily Sutton about 2 years ago in Other 6 Unlikely to Implement

    filter uncategorized subcontractors when assigning

    to be able to filter to those that don't have classifications while assigning so you can see which one's need to be classified while you are classifying them
    Guest 9 months ago in Companies / Company Settings / Contact Management / UI User Interface Enhancements 0 Future consideration

    Add To Dos to Active Projects Calendar

    It would be really nice to be able to create new To Dos on the general/multi-project calendar. The calendar/to dos would be much more likely to be utilized and effective.
    Kenani Brandon about 2 years ago in Alerts and Calendars / Project To Do 0 Future consideration

    Multiple browsers being open at once

    Being able to open different parts of the website especially during the transfer of data process without it logging you out of every tab.
    Guest 9 months ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

    Add "Finish Date With COs" field from Prime Contract to available bookmarks in document templates.

    We would like to be able to pull the "Finish Date with COs" field from the Prime Contract module into the Detail Report Templates as a bookmark. This is especially useful for us on our CO template as we would like to have an updated Finish date ba...
    Dario Tomic over 1 year ago in CO / CPR / Detail Report Templates 0 Future consideration

    Provide Sage CM users a settings option to choose where emailed PO replies should go - to a business email address or to the inbound email inbox. This would be applicable for other modules that also send emails direct from Sage.

    Currently, when responders to an emailed PO select reply, the email address that auto populates is for the inbound email inbox in Sage. It would be preferred if the email address that auto populated was our business email address. Since the inboun...
    Emily Sutton over 2 years ago in Emailing and Email Templates / Purchase Orders 0 Future consideration

    Submittal Follow Up

    Sage removed the Create Follow Up Submittal button in submittal details. They also removed the link attached files button on follow up submittals. Submittals had more functionality with these features and should be brought back.
    Guest 9 months ago in Submittals / UI User Interface Navigation 1 Already exists

    Autofill In Contact Management

    The Teamlink Information User Name autofills to the name of the person that puts in the contact into Sage. It should either remain blank or put the the name or email of the contact (not the person entering the contact into Sage). I do not want to ...
    Guest 9 months ago in Contacts / Teamlink Portal (General) / UI User Interface Enhancements 1 Planned

    labor time cards with no billable information

    Could you please bring back the “Labor Timecards Grouped by Prime Contract, Job Cost Code, and Employee” report — the version that does not include employees’ billable information? I used this report frequently, and it was very helpful for trackin...
    Guest 9 months ago in Labor Timecards / Log Style Reports 0 Already exists

    Submittal item status date update automatically

    If the status date for the item could be updated to the current date when the status is changed would be ideal for an audit trail.
    Guest 9 months ago in Submittals 1 Planned