Sage Construction Management Ideas Portal
ADD A NEW IDEA

User Interface

Showing 126 of 763

Submittal Edits

It would be very helpful if we can add more line items and edit the current submittal items.
Jessica Carbone 4 months ago in Submittals / UI User Interface Navigation 1 Already exists

Internal Notes to All Modules

As teams grow, divisions grow and we are working remotely, it is helpful to be able to leave internal notes at every step of the way. Having an Internal Notes section in every module would allow improved communication.
Victoria Edenfield Hurd 4 months ago in Correspondence / UI User Interface Enhancements 0 Future consideration

Upload updated Word and Email templates instead of having to delete and redo

Any time you update a template you have to delete the existing one and upload a new one where you have to rechoose the Feature and redo the name of the template. It can become quite time consuming where it might just be a small update to the templ...
Tim Smith 9 months ago in Detail Report Templates / UI User Interface Enhancements 1 Future consideration

Punch list item view - images

Please add a feature where we can see the attached images for the punch list items in the punch list item view. Currently, you need too many clicks to see the image (s) related to the punch list item.
Guest 9 months ago in Punchlist / UI User Interface Enhancements 2 Future consideration

Copy Project Wizard

Required Selection: Customer Copy Wizard Steps: Project Directory Drawings including files (Source and Target Project files would be separate.) Specifications including files Cost Codes Prime Contract (Customer would be replaced with selection abo...
Norman Wendl 9 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

A Hyperlinks Module added to System?

Having a module or area in each module where clients can store links to outside websites, files, or documents would be very helpful. We have many Clients with Documents that they don't necessarily want to add to system but want to be able to link to.
Guest 9 months ago in Document Viewer / Documentation / UI User Interface Enhancements 0 Future consideration

Mass Loading for Checklists on multi Prime Contracts?

We have several clients with many Prime Contracts under a Project and they use the same checklists for all Primes. If we could have the ability to check off multiple Primes to add checklists to, that would be super helpful.
Guest 9 months ago in Checklists / UI User Interface Enhancements 0 Future consideration

Customers and Vendors

Currently there is a Contact Management tab, it has all the information for Customers, Vendors and Subcontractors. Then there is a vendors hub. It would be nice if you had a Customer Tab, which only included your customers (similar to the Accounti...
Guest about 1 year ago in Companies / Contacts / Teamlink Portal (General) / UI User Interface Enhancements 0 Future consideration

Global Dashboard

Global dashboard for Project manager, owner, and etc.
Guest about 1 year ago in BI Summary Dashboards / UI User Interface Enhancements 0 Future consideration

AutoSave when working with Estimate Scope

It would be very helpful to have the Scope tab autosave in estimating, or at the very least, ask the user if they want to save when they navigate away from the page
Audrey Peebles over 1 year ago in Estimate Cost Codes (WBS) / UI User Interface Enhancements 0 Future consideration