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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 12 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 12 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 12 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 12 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 12 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 12 months ago in Labor Timecards 0 Future consideration

Sage CM Mobile | scribble function - Punch List

Allow users to scribble within some of the app modules. For instance, in the punch list, if the field worker opens the punch list item, they can type in their notes or click on the icon and scribble on their mobile device. This feature can also be...
Guest 12 months ago in Mobile - Android / Mobile - Apple / Punchlist 2 Future consideration

County field added to Contact info and project info

Add county field to Contact info, in particular for population on Lien waivers. Most Lien waivers require County to be a part of lien waiver verbiage. So having County for both company and project as a bookmark for templates uploaded would increas...
Guest 12 months ago in Companies / Contacts / Leads (Active or Intactive) / Projects (Active and Inactive) 0 Future consideration

Add addition Column options to Modules

In Particular Expiration Dates on Permits List, but in many modules there are informational items that would be super helpful to have column options on.
Guest about 1 year ago in Permits / UI User Interface Enhancements 0 Future consideration

Ability to Assign Retainage % by Item Type

Fixed Lump Sum Contracts: Original Items (Work Retainage %, Stored Retainage %) CO Items (Work Retainage %, Stored Retainage %) Cost Plus with or without GMP Contracts: Bills (Work Retainage %) Sub Invoices (Work Retainage %) Labor Timecards (Work...
Norman Wendl about 1 year ago in Prime Contracts / Prime Invoices / Subcontract Invoices / Subcontracts 0 Future consideration