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Access Team Link on Sage CM Mobile

Allow external team to access team link portal using sage cm mobile
Blesson Mannil about 2 years ago in Mobile - Android / Mobile - Apple / Teamlink Portal (General) 0 Future consideration

Documents tab

Would be very helpful to have a document tab similar to the issues tab where more important documents and can stored and more easily viewed and found, instead of everything being placed into the link files section.
Guest 3 months ago in Correspondence 0 Needs review

Prime Invoice numbering

When synching with Intacct have the Prime Invoice number carry to Intacct rather than creating a new number
amiee dean 3 months ago in  0 Needs review

Adding tasks to gantt chart & printing schedules

There is no way to add the task name to the gantt chart. This really helps with visibility when printing. Also, there is no easy way to print a schedule. You have to manipulate so much on print options to even have something remotely workable.
Guest 3 months ago in Schedules (Gantt Chart) 0 Needs review

Automated notifications of new or updated drawings

When new drawings are added to a project or updated drawings are uploaded there should be an automated notification that is sent to members of the project directory who have a teamlink role assigned.
Jack Speshock about 2 years ago in Drawings / Notifications 3 Planned

Downloading/viewing linked files from the app

In the app, you can see linked files (attachments) exist, but you cannot open them. Being able to review submittal/RFI comments on the app would be beneficial in the field.
Graham J over 1 year ago in Linked Files (Projects) / Sage CM Mobile 4 Future consideration

Update Project Ship To address from Job Address in SCM

Currently, the Job Address does not sync over into Intacct. If there was a way to have the Ship To address updated on the Project record in Intacct, that solves a lot of manually work arounds.
Jo Steiner about 2 years ago in Accounting Link for Sage Intacct / Projects (Active and Inactive) 2 Future consideration

Excel import Subcontract Schedule of Values

This is already an existing feature for Prime Contract Schedule of Values. Should be straightforward to implement this for the Subcontract side as well. Significant quality of life improvement over entering each line item manually.
Guest over 2 years ago in Procurement 2 Future consideration

Alerts Calendar for Leads

It would be useful to keep track of due dates and who is assigned those due dates. It is important for estimating teams to be able to view their assignments and due dates, as well as their teammates assignments and due dates for each lead. I think...
Cali Huys DS Constructors, LLC 3 months ago in Lead Analytics & Reports 0 Needs review

Issuing release notes earlier for transparency

It would be nice to have the release notes issued at least a week or so earlier for VAR's and clients. This will create more transparency and ease for the VARs and their clients.
Patrick Sheppard over 1 year ago in Other 3 Already exists