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User Interface

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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 3 months ago in New Email Features & Email Browsing / UI User Interface Enhancements 1 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 9 months ago in Mobile - Android / Sage CM Mobile / UI User Interface Enhancements 0 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 7 months ago in Subcontracts / UI User Interface Enhancements 3 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 8 months ago in Submittals / 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 over 1 year ago in Detail Report Templates / UI User Interface Navigation 6 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 9 months ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / UI User Interface Enhancements 3 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 3 months ago in OCR / UI User Interface Enhancements / Vendor Bills 0 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 8 months ago in Submittals / UI User Interface Enhancements 1 Future consideration

Cell / Mobile Phone Column

Can we have a column in Project Directory for cell phone numbers? Can only see this on the Teamlink side.
Amanda Amason 9 months ago in Contact Management / Project Directory / UI User Interface Enhancements 0 Future consideration

To-Do List Reminder Emails

The To-Do List needs to have a notification system. If I have to-do's that are past due or coming due soon, there is no ALERT to tell me that. Adding a drop down in the To-Do creation that says "reminder" with a date would be a major improvement. ...
Chad Shaules 8 months ago in Alerts and Calendars / General To Do  / Notifications / Project To Do / UI User Interface Enhancements 0 Future consideration