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My ideas: UI User Interface Navigation

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 about 2 years ago in Detail Report Templates / UI User Interface Navigation 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 over 2 years ago in UI User Interface Enhancements / UI User Interface Navigation 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 almost 2 years ago in Submittals / UI User Interface Enhancements / UI User Interface Navigation 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 over 2 years ago in Purchase Orders / UI User Interface Navigation 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 2 years ago in Job Cost Codes / UI User Interface Navigation 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 almost 3 years ago in UI User Interface Enhancements / UI User Interface Navigation 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 about 2 years ago in Locations / UI User Interface Navigation Future consideration

Allow "Enter" to initiate Global Search

When using Global Search, you currently enter your search criteria and click Search. It would be useful, and one less click to have the option to click Enter and it initiates the search feature.
Dawn Parents over 2 years ago in UI User Interface Enhancements / UI User Interface Navigation Future consideration

Allow customization of the module names

Allow module names to be changed to fit the nomenclature a particular company or industry uses. For example, the companies we work with refer to change proposal requests (CPRs) as change order requests (CORs).
Emily Sutton almost 3 years ago in UI User Interface Enhancements / UI User Interface Navigation Future consideration

Add customer field to Leads list

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