User Interface

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Add assigned members of the project team on the home screen

Add our assigned team members of the project team on the home screen of the project in both SCM and TeamLink. This will be helpful to have a quick access for who they should reach out to. Superintendent, Architect, Project Manager, Interior Design...

Amery Scott 2 months ago in Project Groups / Projects (Active and Inactive) / Teamlink Portal (General) / UI User Interface Enhancements 2 Future consideration

5 VOTE

SCM - Add Column function to Project Directory page

Knowing what the trade does would be helpful when looking at the project directory page. This would be especially useful for new people coming on to the job.

Bruce Dutnall 2 months ago in Companies / Project Directory / UI User Interface Enhancements 2 Future consideration

6 VOTE

Change Insurance Alerts to RED

It would be easier to see that insurance is out of compliance if it was red and in contrast to the rest of the system view.

Tamera Reckks 3 months ago in UI User Interface Enhancements 0 Needs review

12 VOTE

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 7 months ago in Submittals / UI User Interface Enhancements / UI User Interface Navigation 2 Future consideration

8 VOTE

Allow mobile app to work offline

We build houses in areas that have poor cellular signal and no Wi-Fi. Being able to work on an offline version of a project and have changes sync to the project once an internet connection is re-established would be helpful.

Guest 4 months ago in Mobile - Android / Sage CM Mobile / UI User Interface Enhancements 0 Future consideration

8 VOTE

Phone Number Formatting

Is there a way we can have phone number auto-formatting? For example, we type 0000000000 and it shows up as (000) 000-0000?

Amanda Amason 5 months ago in Companies / Contacts / Custom definable Fields / UI User Interface Enhancements 0 Future consideration

4 VOTE

Add option to add vendors to ITB from Project Directory

If ITB is used outside of the leads module; inside of the Projects module, it will be helpful to be able to add Vendors to the ITB list from the existing Project Directory. ITB might be used after the project is created.

Guest 2 months ago in ITB (Invitation to Bid) / Project Directory / UI User Interface Enhancements 0 Future consideration

3 VOTE

DATE FORMAT - USA

We just started using the program and didn't realize this was a foreign software. I'm told by support that the date format cannot be changed to MO-DAY-YEAR, as this is what we use in the USA. We have never received documentation with the format yo...

Sue Rich 2 months ago in Settings / UI User Interface Enhancements 2 Future consideration

2 VOTE

Subject Line in ITB Subcontractor Emails

Clicking on a subcontractor on the ITB vendors page shows the vendor's history on the project. At the bottom of the page, it shows the emails sent. We have created a number of email templates to use throughout the bidding process. It would be help...

Marc Macialek about 2 months ago in ITB (Invitation to Bid) / UI User Interface Enhancements 0 Future consideration

2 VOTE

In Multi Project Gantt View, make the Projects and schedules links that bring you directly to it when clicked

For efficiency making the projects and schedule listed in multi project Gantt view clickable links to the actual schedules would remove a lot of additional clicks to get back into the project schedule when you just want to see more details about a...

Guest about 2 months ago in Schedules (Gantt Chart) / UI User Interface Navigation 0 Future consideration

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