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User Interface

Allow mobile app to work offline

We build houses in areas that have poor cellular signal and no Wi-Fi. Being able to work on an offline version of a project and have changes sync to the project once an internet connection is re-established would be helpful.
Guest over 1 year ago in Mobile - Android / Sage CM Mobile / UI User Interface Enhancements Future consideration

Change default templates to custom templates

When selecting the template on a PO, Subcontract, etc., many times this is customized to client specifications. It would be great if there was a way to change the default to these custom templates, so that when user selects the Report, their custo...
Jo Steiner almost 2 years ago in Detail Report Templates / UI User Interface Navigation Future consideration

Need a Percentage Paid Column for Subcontracts

On either the Subcontract tool or the Subcontract Status Summary tool we need a column to show total percentage paid
Guest over 1 year ago in Subcontracts / UI User Interface Enhancements Future consideration

Add Description to Daily Log Photos

Add a description next to the photo that is uploaded so the reviewer knows the area or what the picture is showing
RJ Delagarza over 1 year ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / UI User Interface Enhancements Future consideration

Update submittals in bulk in the UI

I brought this up before but just want to emphasize this one as a quality of life feature. With the submittal import not accepting respondents and due dates to be mass imported, I've spent way too much time adding due dates to each submittal. Plea...
Matthew Carlisle over 1 year ago in Submittals / UI User Interface Enhancements Future consideration

Attachment Preview

We are moving our AP approval process from Paperless to SCM. Our PMs have expressed the one feature they miss is being able to see the invoice image pop up automatically when approving invoices. If there were some type of attachment preview they c...
Rachel Betts 11 months ago in OCR / UI User Interface Enhancements / Vendor Bills Future consideration

Email Response for Entire UI

Have the ability to view and reply to anything within SCM through Outlook or Email without having to click into the Portal or SCM. Also consider an approval button that could act as a virtual signature/approval via email.
Tamera Reckks 6 months ago in UI User Interface Enhancements Needs review

Allow Linked Files to be added as attachments to emails

Instead of clients having to add files that were already uploaded into the system as attachments to the email manually, can there be a check box functionality that allows the system to add already linked files as attachments to emails at the discr...
Guest 11 months ago in New Email Features & Email Browsing / UI User Interface Enhancements Future consideration

More Submittal Filter options on submittal list

Would like to see more options to filter by subcontractor, ball in court, or Originator
Matthew Carlisle over 1 year ago in Submittals / UI User Interface Enhancements Future consideration

Allow scheduled reports to be emailed

Clients should be able to select a contact/ user and have a report prebuilt/ filtered and then schedule that report to run and then send (via email) to the designated contact. This would help automate their reporting and communication standards.
Patrick Sheppard over 1 year ago in New Email Features & Email Browsing / Reporting / Analytics / UI User Interface Enhancements Future consideration