User Interface

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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 28 days ago in UI User Interface Enhancements / Vendor Bills 0 Future consideration

4 VOTE

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 about 1 month ago in New Email Features & Email Browsing / UI User Interface Enhancements 0 Future consideration

22 VOTE

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 7 months ago in Mobile - Android / Sage CM Mobile / UI User Interface Enhancements 0 Future consideration

16 VOTE

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 5 months ago in Subcontracts / UI User Interface Enhancements 3 Future consideration

17 VOTE

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 6 months ago in Submittals / UI User Interface Enhancements 0 Future consideration

3 VOTE

Ditch the Financials and Focus on the documents and correspondance

With Corecon being purchased by sage and now integrating with Sage's ERP's the financial portion is not necessary. The erps are excellent job and procurement management programs already, the financial management in SCM lost its value. Focus on mak...

Guest about 1 month ago in Correspondence / Detail Financial Analytic Reports / Documentation / User Interface 0 Future consideration

1 VOTE

Ability to hide colums like materials, labor, sub, and create user fields

I would like you all to consider having the ability to hide colums on budgeting and estimating and the ability to create user defined ones.

Guest 12 days ago in Estimating Items / UI User Interface Enhancements 0 Future consideration

3 VOTE

Add customer field to Leads list

This would ideally allow the list to filtered/grouped by customer

Matthew Carlisle about 1 month ago in Contact Management / Leads / UI User Interface Navigation 1 Future consideration

17 VOTE

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 7 months ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / UI User Interface Enhancements 3 Future consideration

32 VOTE

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 about 1 year ago in Detail Report Templates / UI User Interface Navigation 6 Future consideration

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