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UI User Interface Navigation

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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 5 months ago in Detail Report Templates / UI User Interface Navigation 6 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 10 months ago in UI User Interface Enhancements / UI User Interface Navigation 0 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 4 months ago in Locations / UI User Interface Navigation 0 Future consideration

Ability to Sort Photos by File Name

Currently you can only sort by Location, Date Taken, and Date Uploaded. Would be helpful to be able to sort by File Name. It displays the file name already, so it should be sortable. This would simplify finding specific photo groups. OR have a sea...
Dawn Parents 3 months ago in Photos / UI User Interface Navigation 1 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 7 months ago in Job Cost Codes / UI User Interface Navigation 0 Future consideration

Include a hyperlink to the Lead/Project in Checklist Alerts

When using checklists and checklist alerts, the alert includes the lead/project number, but there is no easy way to quickly access the lead/project. Ideally, the lead/project number would be a hyperlink to the respective lead/project (much in the ...
Carl Lyles 2 months ago in Checklists / UI User Interface Navigation 0 Future consideration

Have File Repository or Area for Company Files not tied to a Lead or Project

Details: Menu Option: Company Files Folder / Subfolder Structure Permission Attributes Internal Employees Specific Employees All External Companies Show In TeamLink Portal (This would be a new menu option in portal.)
Norman Wendl 4 months ago in Linked Files (Projects) / UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Add option for "lead directory" in favorites shortcuts for leads

Ideally there would be an option to add favorite shortcuts for all items in the lead/project menu.
Carl Lyles 4 months ago in Leads (Active or Intactive) / UI User Interface Navigation 0 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 9 months ago in Purchase Orders / UI User Interface Navigation 1 Future consideration

Open multiple tabs

I would like to be able to click on a link with my mouse wheel and it opens the screen in a new tab.
Guest 8 months ago in UI User Interface Navigation 0 Future consideration