User Interface

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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 about 4 hours ago in Estimating Items / UI User Interface Enhancements 0 Future consideration

5 VOTE

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 16 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 20 days ago in New Email Features & Email Browsing / 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 21 days ago in Correspondence / Detail Financial Analytic Reports / Documentation / User Interface 0 Future consideration

3 VOTE

Add customer field to Leads list

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

Matthew Carlisle 23 days ago in Contact Management / Leads / UI User Interface Navigation 1 Future consideration

2 VOTE

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 16 days ago in UI User Interface Navigation / Vendor Bills 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

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

2 VOTE

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 20 days ago in UI User Interface Enhancements / UI User Interface Navigation 0 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 5 months ago in Submittals / UI User Interface Enhancements 0 Future consideration

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