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Contact Management

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Allow for setting default "responsible contact" by item in checklist template

As described in idea (SAGECM-I-552), we utilize checklists for internal workflow purposes. It would be desirable to set defaults for the "responsible contact" by item in the checklist template, so that when adding the checklist template to a lead/...
Carl Lyles 15 days ago in Checklists / Contacts 3 Future consideration

Prequalification

The ability to have a prequalification workflow for new subs/vendors to work through and complete before they are added to an ITB, etc. Ideally, they could log into the portal and and answer the appropriate questions normally included on a prequal...
Sue Parker about 1 month ago in Companies / Compliance / ITB (Invitation to Bid) 3 Future consideration

The Project Manager on the project should be automatically added to the project team.

The PM assigned to a project is not automatically part of the project team. That is odd. I created a project, made myself the PM, and when other employees wanted to copy me correspondence, they could not, because I wasn’t on the Project Team. The ...
Mark Cadman 11 months ago in Contacts / User Security Roles 0 Future consideration

Combine or Merge Vendors/Subcontracto

Sometimes different users, not realizing a vendor/subcontractor/name is already in Contact Management creates another vendor/subcontractor even though they are the same vendor. Having a merge or combine function would help reduce duplicates and ot...
Trina Lapena 7 months ago in Companies 0 Future consideration

Deactivate Company Rather Than Make Inactive

Currently when you make a company "Inactive" and there had been a previous subcontract or purchase order, that subcontract or PO record is no longer visible in the procurement views. There should be an option to deactivate and allow the record to ...
Dawn Parents 8 months ago in Companies / Contracts and Procurement Workflow / Purchase Orders / Subcontracts 1 Future consideration

Automatic emails/notifications

Many ask for auto notifications of an email. Example email sub that COI expires in 7 days. Auto notification that their bill is due the 25th of the month. Auto email that a document RFI/submittal is past due. Many, many requests for these type of ...
Sue Parker 7 months ago in Alerts and Calendars / Compliance / Notifications / RFI / Submittals 1 Future consideration

Provide a link in emails from SCM that allows employees to open SCM

When a document is sent via any correspondence, team members such as architects and vendors can follow the link to the TeamLink Portal and access the documentation. However, if employees are copied, they can do nothing with that email . It would b...
Guest 6 months ago in Contacts / Inbound Email / User Properties 8 Future consideration

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

See attached images for more details
Norman Wendl about 1 month ago in Companies / ITB (Invitation to Bid) 0 Future consideration

Insurance certificates bulk download

Before audits, we need to provide copies of the insurance certificates for a particular period. It would be great to have the ability to run a report and download a PDF version of the insurance certificates that are stored on Sage CM.
Guest about 1 month ago in Companies / Compliance 1 Future consideration

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 9 months 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