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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

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

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 almost 2 years ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Add customer field to Leads list

This would ideally allow the list to filtered/grouped by customer
Matthew Carlisle 6 months ago in Contact Management / Leads / UI User Interface Navigation 1 Future consideration

Purchase Orders Details

It would be helpful it all fields appeared when first creating a PO rather than having to save and then edit to add to the comment field.
Sondra Hall almost 2 years ago in Purchase Orders / UI User Interface Navigation 1 Future consideration

System setting to default "Enable Locations" on estiamtes

The current default for "enable locations" is unchecked when creating estimates. For businesses that will consistently utilize the "Enable locations" feature, it would be desirable to have a company setting that would allow for "enable locations" ...
Carl Lyles over 1 year ago in Locations / UI User Interface Navigation 0 Future consideration

Add a search function for importing cost codes

On out T&M jobs we have to import cost codes from our master list as there is no budget to upload. It would be very helpful to have a search field to help filter down the list of hundreds of cost codes instead of having to scroll through them ...
Kenani Brandon over 1 year ago in Job Cost Codes / UI User Interface Navigation 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 6 months ago in UI User Interface Navigation / Vendor Bills 0 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 6 months ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

"Jump To" feature on all Module Homepages, Feature Landing Pages, Record Entry Screen, Transaction Entry Screen.

It seems like the "Jump To" feature should show on all Module Homepages, Feature Landing Pages, Record Entry Screen, Transaction Entry Screen.
David Holler about 2 years ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration