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lead activity track

I would like to see if we can add some extra date entry options to Leads, it would be nice to add an Activity section so we can have a running timeline of outreach and what that outreach/meeting was about. Another helpful could be a Notes Section ...
Guest 20 days ago in Correspondence / Leads (Active or Intactive) 0 Future consideration

Add folder structures to store files in Leads/Projects

It would be really useful to be able to organize linked files to a lead/project using folders. Having a view where we can create folders/subfolders and add files in those folders would be really useful from an organization standpoint. Right now, t...
Dario Tomic about 1 year ago in Projects 1 Future consideration

Subcontract Invoice import option

If we can import bills (for PO and non-PO bills) then we should be able to do the same for Subcontract Invoices against the Subcontract.
Patrick Sheppard 6 months ago in Subcontract Invoices / Subcontracts 2 Future consideration

Add OCR to Drawings and Specs

One feature that would be really useful is to have OCR capabilities added to imported drawings and specs that would automatically pull out the Spec Section #, Name, and Submittal Requirement from the PDF automatically. This would be a big time saver!
Dario Tomic about 1 year ago in Projects 1 Future consideration

ITB - Show Vendors grouped by classification similar to Contact Management module's Company listing

See attached images for more details
Norman Wendl 5 months ago in Companies / ITB (Invitation to Bid) 0 Future consideration

Simplify and enhance the process of revising prime contracts when integrated with SIC

Ideally, the locking/unlocking of prime contracts would be permissions controlled. Once unlocked, the user should be able to edit the prime contract estimate, revenue, cost codes, etc. To best manage editing of prime contract estimates, cost codes...
Carl Lyles 3 months ago in Contracts and Procurement Workflow / Prime Contracts 0 Future consideration

Sage CM Mobile - Sort drawings alphabetically

On the sage cm mobile app there is no sort to how the drawings are displayed, this makes it very challenging when trying to find a drawing.
Jack Speshock 3 months ago in Mobile - Android / Mobile - Apple 2 Future consideration

Create RFI from an Issue

It would be really helpful to be able to create or reference an RFI from an existing issue in the system just to tie things together a bit better.
Dario Tomic about 1 year ago in Issues / RFI 0 Future consideration

OCR Scan Count (Remaining Scans Allowed for the Month)

It would be helpful for Clients to see where they stand on their allowable OCR scans in the settings area.
Adam Clark 3 months ago in Company Settings / OCR 0 Future consideration

List views column width

On the list views it would be nice to be able to control column widths to make things list better and be more readable. e.g per attached make the supplier and subject columns wider and project contract and totals narrower Or make the columns width...
Tim Smith 12 months ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration