User Interface

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Initiate Workflow for large amounts of items

It would be nice for the team to be able to initiate the workflow for multiple objects if they are loading a large amount of those transactions at any given moment. For example, we have a client that uploads hundreds of bills per month and has to ...

Patrick Sheppard 3 days ago in UI User Interface Enhancements / Workflow 0 Future consideration

12 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 12 days ago in Submittals / UI User Interface Enhancements 0 Future consideration

8 VOTE

More Submittal Filter options on submittal list

Would like to see more options to filter by subcontractor, ball in court, or Originator

Matthew Carlisle 12 days ago in Submittals / UI User Interface Enhancements 1 Future consideration

1 VOTE

The ability to resize sections on some of the summary screens

For example, on the project home screen, if we could resize the open items, and see a better snapshot of whats going on without scrolling.

Guest 5 days ago in UI User Interface Enhancements 1 Future consideration

11 VOTE

Add Description to Daily Log Photos

Add a description next to the photo that is uploaded so the reviewer knows the area or what the picture is showing

RJ Delagarza about 2 months ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / UI User Interface Enhancements 3 Future consideration

7 VOTE

Cell / Mobile Phone Column

Can we have a column in Project Directory for cell phone numbers? Can only see this on the Teamlink side.

Amanda Amason about 1 month ago in Contact Management / Project Directory / UI User Interface Enhancements 0 Future consideration

3 VOTE

To-Do List Reminder Emails

The To-Do List needs to have a notification system. If I have to-do's that are past due or coming due soon, there is no ALERT to tell me that. Adding a drop down in the To-Do creation that says "reminder" with a date would be a major improvement. ...

Chad Shaules 17 days ago in Alerts and Calendars / General To Do / Notifications / Project To Do / UI User Interface Enhancements 0 Future consideration

1 VOTE

Add a comments or notes column to the estimating items screen.

Adding a comments column to the item screen, that is editable an visible on the items tab, would allow a user to input comments for each item on the list for special instructions or clarifications. This is not the same as a comments tab for the wh...

Ben Walters 8 days ago in Estimating Items / UI User Interface Enhancements 1 Already exists

1 VOTE

Add Companies to Project from Company Profile Page

You should be able to select a company in the contact management page and manage the projects they are on. To have to go through each individual project they are on and add them to each one is tedious and inefficient.

Guest 8 days ago in Companies / Contacts / Project Directory / UI User Interface Enhancements 0 Future consideration

2 VOTE

Freeze Pane

When entering items into an estimate the top row should be frozen so if you are adding a lot then you can still see where M L S and O are.

Guest 15 days ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

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