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User Interface

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Color option in PO's

It would help our estimators immensely as we have upwards of 40+ jobs going simultaneously and a color option is an easy identifier for us.
Guest 10 days ago in Purchase Orders / UI User Interface Enhancements 2 Future consideration

RFI report with all attachments

For an RFI, I would like to have the function of having all attachments and linked correspondence to be included with I run the report to print off. As of right now I have to run the report and then download attachments separately and combine them...
Patrick Wolf 10 days ago in RFI / UI User Interface Enhancements 1 Future consideration

Color Code

Give the ability to Color code the Lead Chart
Guest 10 days ago in Lead Directory / UI User Interface Enhancements 1 Future consideration

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 about 2 months ago in Mobile - Android / Sage CM Mobile / UI User Interface Enhancements 0 Future consideration

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

Change default templates to custom templates

When selecting the template on a PO, Subcontract, etc., many times this is customized to client specifications. It would be great if there was a way to change the default to these custom templates, so that when user selects the Report, their custo...
Jo Steiner 8 months ago in Detail Report Templates / UI User Interface Navigation 6 Future consideration

Asset Management

When scheduling and we are utilizing equipment and employees, it would be very beneficial if the system notifified of scheduling conflicts.
Guest 12 days ago in Scheduling / UI User Interface Enhancements 0 Future consideration

Intuitive one screen estimating

Could we get an estimating module that is not a chore to use. One screen or less as a moto. Currently, to enter one line item on an estimate it takes 4 different screen and windows before you are able to enter a price. And you have to do this for ...
Ben Walters 23 days ago in Estimating Items / UI User Interface Navigation 0 Future consideration

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 about 2 months ago in Companies / Contacts / Custom definable Fields / UI User Interface Enhancements 0 Future consideration

Time Expense & Misc .Expense Log View - add columns for Sub Total and Sale Tax

We track the Sales tax and the total would be nice to see the columns.
Guest 2 months ago in Misc. Expenses / UI User Interface Enhancements 1 Future consideration