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User Interface

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Differentiate between Lead # and Project # for alerts on the SCM homepage

Currently the alerts section of the homepage has a column titled "Project #". When using checklists for example, it is not easy to distinguish if the number is however a lead # or project #. Ideally, there would be a separate column for project # ...
Carl Lyles about 5 hours ago in UI User Interface Enhancements 0 Needs review

Display lead/project number in header when working on Estimates, Subcontracts, etc

There are certain modules in SCM where the lead/project number are not visible in the web page's header. In working on an estimate for example, there is nothing on the webpage that shows which lead the estimate belongs to.
Carl Lyles about 5 hours ago in UI User Interface Enhancements 0 Needs review

SCM Test Environment

I wanted to address an important issue we are facing with our current setup. We have successfully linked SCM with multiple systems, all of which have their own test environments. However, SCM itself does not offer a test environment, which renders...
Guest about 1 month ago in Accounting Links / Settings / UI User Interface Enhancements 0 Future consideration

For AP transactions can we make a way for only Vendor Companies to populate in the drop down of transactions being entered

I have a few clients who have Company's in SCM that are both Vendor's and Customers and in the drop down the same name appears for both so they are sometimes populating the Customer company into the AP transactions that they are adding instead of ...
Guest about 1 month ago in Companies / Contact Management / UI User Interface Enhancements 1 Future consideration

Drop Downs Need Parameters

When entering a sub invoice after selecting the subcontractor the menu does not limit the available job cost codes to the one that are only for that vendor. It has all available. This causes major accuracy issues when all job cost codes even outsi...
Guest about 1 month ago in Job Cost Codes / Subcontract Invoices / UI User Interface Enhancements 0 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 5 months ago in Detail Report Templates / UI User Interface Navigation 6 Future consideration

Recycle Bin for deleted items

Would be nice for us to be able to recover an accidentally deleted item such as estimate, subcontract, timesheet etc.
Aimee Boehm 15 days ago in Document Viewer / Drawings / Linked Files (Projects) / Photos / User Interface 2 Future consideration

External User Audit Log

Create a log similar to the existing Audit log, but to track external users. Primary intent would be to see which external users have successfully got setup and accessed TeamLink Portal. Much more efficient way to know which contacts would need fo...
Logan Strouse 21 days ago in TeamLink Portal / UI User Interface Enhancements 0 Future consideration

Filter leads/projects list by "Sales Contact", "PM Contact", and "Bid Contact"

Salesmen, PMs, and Operations/Admins should be able to more easily find/identify leads and projects through filtering. "Sticky Filters" or views would be a related improvement so that filters must not be re-applied each time a salesman or PM enter...
Carl Lyles 4 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements / User Security Roles 0 Future consideration

Rename Feature within SCM

Be able to rename a work order to something else, for example my Masonry client receives Purchase Orders from the County which are really Work Orders. The client would like to rename work order to purchase order to not have confusion for their team.
Ariel Johannes 2 months ago in Feature Settings / UI User Interface Enhancements 1 Future consideration