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My ideas: User Interface

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

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 about 1 year ago in Mobile - Android / Sage CM Mobile / UI User Interface Enhancements 0 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 about 1 year ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / UI User Interface Enhancements 3 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 11 months ago in Subcontracts / UI User Interface Enhancements 3 Future consideration

List views column width

On the list views it would be nice to be able to control column widths to make things list better and be more readable. e.g per attached make the supplier and subject columns wider and project contract and totals narrower Or make the columns width...
Tim Smith about 2 years ago in UI User Interface Enhancements / UI User Interface Navigation 0 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...

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

Provide a notification to the CC’d members when the submittal has be responded to.

Please adjust the settings within SCM to provide a notification to the CC’d members when the submittal has be responded to and posted.
Guest almost 2 years ago in Notifications / Submittals / UI User Interface Enhancements 3 Future consideration

Ability to remove "Default" from reports dropdown

We need the ability to remove default from the list of reports with we have created a custom report. This is especially important for contracts, we have had contracts created without our legal language because a PM accidentally used your default r...
Kenani Brandon about 2 years ago in Detail Report Templates / UI User Interface Enhancements 2 Future consideration

CTRL + Clicking a Hyperlink To Open Item In New Window

Being able to open, for example, a submittal package and having it open in a new tab by CTRL + clicking would be very useful for multitasking and organizational purposes. Currently after clicking on a submittal, you can only press the back button ...
Guest about 1 year ago in Submittals / UI User Interface Enhancements / UI User Interface Navigation 2 Future consideration