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...
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.
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...
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...
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.
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.
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 ...