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    Leads - ITB General Messages

    When sending out a General Message to the bidders, we would require an option to attach files to that message to reference (Addendums)
    Guest 24 days ago in Leads 0 Needs review

    Automatic Lead/Project Numbering

    With our previous platform, we had the ability to have a sequenced project numbering for Leads/Projects but in SCM it all needs to be manually typed out. It would be really helpful to have this auto-sequenced somehow. In addition, it would be usef...
    Dario Tomic about 2 years ago in Leads (Active or Intactive) / Projects (Active and Inactive) 2 Future consideration

    Add reports and analytics to the favorites

    Add reports and analytics to the favorites
    Matthew Carlisle 5 months ago in Detail Financial Analytic Reports / Favorites / Lead Analytics & Reports 0 Future consideration

    Auto generate a "Lead Number"

    When creating a lead, it would be nice if the system autogenerated a lead number. It would be great if this were based maybe on a sequential series + date.
    Guest over 1 year ago in Leads (Active or Intactive) 0 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 7 months ago in Estimating, RFP, Proposals (Pre-Construction) / Leads (Active or Intactive) / Prime Contract Setup Wizards (Includes Project Setup Wizard) 1 Future consideration

    Workflow in Estimates

    It would be extremely beneficial for workflow when working in estimates if the UI didn't take up 90% of the screen leaving no room for working area and a tiny number of lines visible at any given time:
    Guest about 1 month ago in Leads 0 Needs review

    Allow for filtering by "Sales Contact", "PM Contact" and other lead/project fields in setting a users access to active leads & projects.

    The system currently only allows for filtering by classification when setting which active leads and projects that a user will have access to in the company settings. Ideally, native system fields like "sales contact", "PM contact" etc. would be a...
    Carl Lyles over 1 year ago in Leads (Active or Intactive) / Projects (Active and Inactive) / User Properties / User Security Roles 2 Future consideration

    Add Customer name to the home page (by Address and Photo)

    Customer is a extremely prevalent to the Lead or Project and going to the Project directory to locate this detail is not time effective.
    Matthew Carlisle 4 months ago in Leads 0 Needs review

    Custom Fields - Companies, Contacts, Leads, Projects, Prime Contracts, and Subcontracts

    It would be really helpful to be able to add custom fields to leads/projects records to hold information that is not in the system out of the box. For example, maybe we need to specify a gate code for a project address so that we can make it to th...
    Dario Tomic about 2 years ago in Companies / Contacts / Custom definable Fields / Leads (Active or Intactive) / Prime Contracts / Projects (Active and Inactive) / Subcontracts / UI User Interface Enhancements 2 Future consideration

    be able to export and import leads between multiple sage accounts

    We have two companies owned by the same person. Each company has its own sage CM account. Both companies share leads and contacts and currently the data has to be entered twice. IF you could export from one and import to the other this would reduc...
    Guest about 2 months ago in Leads 0 Needs review