Sage Construction Management Ideas Portal
ADD A NEW IDEA

All ideas

Showing 804 of 804

Insurance Certs

Would like to make expired Insurance Certs inactive, not deleted or overwritten. This way they no longer show in our Alerts as needing attention because they are expired - but they are retained with the dates that were on the original certs for fu...
Guest about 18 hours ago in Alerts and Calendars 0 Needs review

Update contract classifications in bulk

On a contact if a new classification type is created, then it would be great to be able add to multiple vendors/customers in one go.
Matthew Carlisle 9 days ago in Contact Management 0 Needs review

Sage 300 Contract and Billing interface-only interface with JC, eliminate contracts

The linking to the contracts in Sage 300 is very choppy and the Prime Invoice data that posts to one contract line item doesn't provide useful information. There is no need to link to the contract or contract items in S300, if SCM can just link to...
Guest 9 days ago in Accounting Link for Sage 300 CRE / Prime Invoices 1 Future consideration

Convert estimate to project (rather than whole lead)

Client has many estimates for a single customer. They don't want to create a new lead for every potential opportunity for a customer. Instead want to convert each estimate separately.
Matthew Carlisle 9 days ago in Estimating, RFP, Proposals (Pre-Construction) 0 Needs review

Internal Access to Specific Projects

Clients want to be able for their internal team to be able to view specific projects and not have access to viewing all projects by having the feature access. Needs to be more limitations to the internal view.
Guest 17 days ago in Projects 0 Needs review

Better Insight into the PO Items and Daily Log Qty

They want better visibily on the PO of the daily log qty for the items. Right now you do not see that until creating a bill for the PO. Also, want better visibility on the Daily Log when entering in the delivery of how many items have already been...
Michelle Moffatt 15 days ago in Purchase Orders 0 Needs review

Revenue Forecasting

Clients have expressed wanting better revenue forecasting within SCM. They would like to see the expected revenue for future months, pull in the expected revenue from active projects and the expected revenue from active leads based on the estimate...
Michelle Moffatt 24 days ago in Reporting / Analytics 0 Needs review

Prevent sync to Intacct if Vendor is out of compliance

No description provided
Matthew Carlisle 9 days ago in Vendor Bills 0 Needs review

Split contacts by Supplier/Vendor & Customer

Having a full list of contacts is confusing it would be better if contacts can be split so they are not mixed together
Vici Plunkett 27 days ago in Contact Management 1 Future consideration

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 3 months ago in Other 3 Already exists