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Default Email Template - Include Recipient Email Address

When using the default email template to send purchase orders, subcontracts, SCO's, etc. the recipient's email address is not included within the contact information or PO information (sample snip attached). The only way to get this information in...
Jessica Whyde over 1 year ago in Email Templates (includes custom template) 0 Future consideration

add Reimbursable expense items from Sage CMS to Sage 50 Canada

all the other accounting links allow Reimbursable Expenses to go from Sage CMS to QBO and XERO, just not Sage 50 Canada
Ian Broadfoot over 1 year ago in Accounting Link for Sage 50 0 Future consideration

Haul Tickets in the Daily Log

it would be nice to track haul tickets in the Daily Log by Vendor and those that self perform. Sage CMS would then be ideal for the small civil contractor. There is not any other product in the smaller sphere that offers this functionality and it ...
Ian Broadfoot over 1 year ago in Daily Log (Daily Report) / Purchase Orders 3 Future consideration

Sage CMS timecards to Sage 50 Canada

currently Sage CM timecards do not integrated with Sage 50 Canada
Ian Broadfoot over 1 year ago in Accounting Link for Sage 50 0 Future consideration

Default Email Signature - Individual's Business Phone, not Main Company Record Phone #

Currently, the default email template populates the Business Phone number field from the generic phone number listed in the company record, rather than from the Business Phone number field listed under the individual's record, in each signature li...
Jessica Whyde over 1 year ago in Companies / Contacts / Email Templates (includes custom template) 5 Future consideration

Popup reminder to save work

In Sage 100 Contractor, when you try to leave a function, you get a popup reminder asking if you want to save your work before you exit. As a new user of Sage CM, I find that I'm losing my work (usually in estimating) because I need to hop over to...
Beverly McKay over 1 year ago in Other 0 Future consideration

Additional Fields in Leads for "Lead To Do" assignable to External Collaborators

Can we add "Lead To Do" items so we can require input from Customers/Vendors/other Employees. Having a field where the user can specify another party involved (i.e. other than assigned to) would be helpful. Not looking for Teamlink functionality. ...
Carl Lyles 9 months ago in Leads / Project To Do 4 Future consideration

Organizing favorites

Favorites are not organized, there should be a way to sort them alphabetically.
Guest over 1 year ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

G702 & G703 Creation/ Custom Report Template

We use the G702 & G703. It would be nice to be able to create that in Sage CM for a specific prime invoice time period, not necessarily per prime invoice. Or be able in the custom report builder to have the G702 & G703 as a template to be ...
Trina Lapena over 1 year ago in Detail Report Templates / Prime Invoices 3 Already exists

Add a Dropdown List for Location Dimension in Daily Reports

Currently the location needs to be manually typed in under the activity type: location. It would be helpful to have a pre-determined list of locations.
Guest 9 months ago in Daily Log (Daily Report) / Feature Settings - New Dimensions Considered 2 Future consideration