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

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 13 days ago in New Email Features & Email Browsing / UI User Interface Enhancements 0 Future consideration

Ability to pin Sort By in Bill/Sub Invoice List

Our PMs would like to have their Pending items show up at the top of the list when they flip between projects. The ability to sort is already there but it doesn't save the preference and resets everytime.
Rachel Betts 9 days ago in UI User Interface Navigation / Vendor Bills 0 Future consideration

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 14 days ago in Correspondence / Detail Financial Analytic Reports / Documentation / User Interface 0 Future consideration

Add customer field to Leads list

This would ideally allow the list to filtered/grouped by customer
Matthew Carlisle 16 days ago in Contact Management / Leads / UI User Interface Navigation 1 Future consideration

On the Daily Log details add the ability to click next

Currently, to navigate to the next day of the daily log you have to go back to the daily log list to move on the next day or go back. It would be helpful to help a next or back button on the Daily log details without leaving the page.
Lucille Dunn 6 days ago in Daily Log (Daily Report) / UI User Interface Navigation 0 Future consideration

Make 'Bid Contact' great again (A filter, not just a data tag)

In Contact Management, we have the option for each contact to select whether or not that person is a 'Bid Contact'. In my mind, this is the 'Person who we contact regarding their bid,' or 'the person we send ITBs to'. However, I don't see any way ...
Will Benhardt 6 days ago in Contacts / ITB (Invitation to Bid) / UI User Interface Enhancements 1 Future consideration

Ability to reorder columns in List Views

As Intacct allows, can SCM have the Columns on list views able to be moved around for reordering by users so they can see data in the best way for their review.
Guest 13 days ago in UI User Interface Enhancements / UI User Interface Navigation 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 4 months ago in Subcontracts / UI User Interface Enhancements 3 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 6 months ago in Mobile - Android / Sage CM Mobile / UI User Interface Enhancements 0 Future consideration