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Limit Delete Permissions to Admin Users Only

Add more detailed user permission settings so that only Admin users can delete items. Regular users should not have the ability to delete drawings, files, or other important data.
Amery Scott 5 days ago in Settings 0 Needs review

Ability to add Company Classification WHILE adding new company to Contact Management.

When adding a new company to Sage, you input all of the address, contact info, etc. It would be more natural to also choose company Classification at this stage. As it stands, you have to fully add the company AND THEN you can assign classificatio...
Will Benhardt about 8 hours ago in Contact Management 0 Needs review

"Version History" for items within Workflow

Whenever a workflow item is abandoned, we have to rely heavily upon the comments left during approval or rejection to know what changes were made since the last iteration. I propose that every time a workflow item is initiated, Sage CM will captur...
Will Benhardt about 9 hours ago in Workflow 0 Needs review

Global Mark up Exclude line items

We would like the ability to create a global markup while also having the option to exclude certain line items from the estimate on this mark up during the creation process.
Victoria McCullough 11 days ago in Estimating Items / Markups | Adds | Cuts 2 Future consideration

In Multi Project Gantt View, make the Projects and schedules links that bring you directly to it when clicked

For efficiency making the projects and schedule listed in multi project Gantt view clickable links to the actual schedules would remove a lot of additional clicks to get back into the project schedule when you just want to see more details about a...
Guest 4 days ago in Schedules (Gantt Chart) 0 Needs review

Scope of Work Always Expanded

Scope of Work section should always be visible by default, without requiring the user to click to expand it in all tools. This will help prevent the overlooking of the important details, improves workflow efficiency and ensures greater visibility ...
Amery Scott 6 days ago in Procurement 2 Needs review

Titles for contacts - ability to add a new title on the fly

When entering a contract and their title is not already in the master list have the ability to add it to the list without having to leave the contact screen.
Bruce Dutnall 5 days ago in Contacts 0 Needs review

Bulk Convert Clock-Ins to Labor Timecards

A way to convert all clock-ins to labor timecards in one UI, rather than having to first select the individual project & project contract
Shana Leader 11 days ago in Clock-In / Clock-Out / Labor Timecards 0 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 27 days ago in Other 3 Already exists

Sync Bills from SIC to SCM making bills a bi-directional sync

Allow bills from SIC to sync into SCM. Bi-directional syncing
Diane Gennarelli 25 days ago in Accounting Link for Sage Intacct 0 Future consideration