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User Interface

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Cost plus without GMP Contract has Cost Summary Breakdown

The cost plus with GMP has a nice simple breakdown of cost budgets by resource. Hoping same thing could be added to cost plus without GMP
Tim Smith over 1 year ago in Cost Plus Without GMP / Prime Contracts / UI User Interface Enhancements 4 Future consideration

OCR tool scan lines link to existing PO items

Where this would be useful is if you want the specific detail from the supplier Bill in the Bill info in SageCM but the PO may have been less detailed or even a lump sum figure. Currently if scan a bill using OCR and its for an exiting PO and you ...
Tim Smith 10 months ago in OCR / UI User Interface Enhancements 0 Future consideration

Remove "CLOSE' Pop Up Window From All Applications

Remove the "close" pop up window from all applications as it doesn't provide any benefit. It only gives you the option to close the window and not do anything else. It serves not purpose, is not consistent across applications, is time consuming, a...
Isaura Clark 11 months ago in UI User Interface Navigation 0 Future consideration

Display lead/project number in header when working on Estimates, Subcontracts, etc

There are certain modules in SCM where the lead/project number are not visible in the web page's header. In working on an estimate for example, there is nothing on the webpage that shows which lead the estimate belongs to.
Carl Lyles 5 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

Expand Webhook Triggers

It would be really nice if there were more webhook triggers added to the developer space. Right now, we only have Company, Contact, Lead and Projects being created triggering webhooks. It would be nice to have this added to other parts of Sage CM ...
Dario Tomic 12 months ago in UI User Interface Enhancements 0 Future consideration

Add column to PO list that shows PO Balance

Having a PO Balance option would quickly allow user to see what is left to spend without doing the math since currently you can only see PO amount and Billed amount.
Guest about 1 year ago in Purchase Orders / UI User Interface Enhancements 0 Future consideration

Center Click or right click links to open in new tab

In the company list, be able to center or right click the company link to open in new tab since you have to reload the company list every time and then scroll back down to find a company. Make all links on site able to be opened in a new tab so yo...
Guest about 1 year ago in UI User Interface Enhancements 0 Future consideration

Output and display colours from comments fields

See attached where if change the colour of text in comments you can only see it in the edit screen. So when you when you are in view only in SCM or the comment is mapped onto document templates the font colour is black. Seems a bit pointless being...
Tim Smith about 1 year ago in UI User Interface Enhancements 0 Future consideration

Total Current Cost of All Estimates

It would be useful to see the total cost of all estimates under a lead or project in the main estimating page view. Headers are currently Estimate #, Estimate Title, Status & Status Date. If there was one more with Estimate Total it would be h...
Aaron Henry about 1 year ago in UI User Interface Enhancements 0 Future consideration

Put the page number selection and number of entries per page at the top and bottom of the page so you don't have to scroll to the bottom to get to the next page

Everyone would benefit from it. Instead of having to scroll to the bottom of a page to select the next page or a different page, this option should be available at the top of the page
Isaura Clark about 1 year ago in UI User Interface Enhancements 0 Future consideration