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User Interface

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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 about 1 month ago in Detail Report Templates / UI User Interface Enhancements 0 Future consideration

Provide a notification to the CC’d members when the submittal has be responded to.

Please adjust the settings within SCM to provide a notification to the CC’d members when the submittal has be responded to and posted.
Guest 5 months ago in Notifications / Submittals / UI User Interface Enhancements 3 Future consideration

Add columns modifications to alerts

In the alerts landing page, alerts only list minimal information. There are somethings that could be modified like allowing users to show the project name, not just the project ID.
Sean Coffman 18 days ago in Alerts and Calendars / UI User Interface Enhancements 0 Future consideration

uninitiated bills on dashboard

Put a section on the home page/dashboard that shows unintiated bills.
Sue Kelly 2 months ago in Contracts and Procurement Workflow / UI User Interface Enhancements 2 Future consideration

Custom Fields - Companies, Contacts, Leads, Projects, Prime Contracts, and Subcontracts

It would be really helpful to be able to add custom fields to leads/projects records to hold information that is not in the system out of the box. For example, maybe we need to specify a gate code for a project address so that we can make it to th...
Dario Tomic 9 months ago in Companies / Contacts / Custom definable Fields / Leads (Active or Intactive) / Prime Contracts / Projects (Active and Inactive) / Subcontracts / 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 about 2 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

Add a messaging application for internal project use

Instead of having to use external messaging applications (imessage, WhatsApp, Slack, etc) have an internal messaging app so the communication stays within the system and can be referenced in future if required.
Guest about 2 months ago in Journals / New Product Integration / 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 about 2 months ago in Document Viewer / Documentation / UI User Interface Enhancements 0 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 5 months ago in Job Cost Codes / UI User Interface Navigation 0 Future consideration

DRAWINGS-Add field for hyperlinks

User would like to be able to insert a hyperlink into a field that can be used to store drawings in outside cloud storage, so drawings within this storage location would benefit from features within that outside storage including opening drawings ...
Chris Donatelli 10 months ago in Drawings / UI User Interface Enhancements 1 Planned