User Interface

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Titles for contacts - ability to add a new title on the fly

When entering a contract and their title is not already in the master list have the ability to add it to the list without having to leave the contact screen.

Bruce Dutnall 3 months ago in Contacts / UI User Interface Enhancements 1 Planned

10 VOTE

SCM Test Environment

I wanted to address an important issue we are facing with our current setup. We have successfully linked SCM with multiple systems, all of which have their own test environments. However, SCM itself does not offer a test environment, which renders...

Guest 10 months ago in User Interface 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 4 months ago in ITB (Invitation to Bid) / Project Directory / UI User Interface Enhancements 0 Future consideration

18 VOTE

List views column width

On the list views it would be nice to be able to control column widths to make things list better and be more readable. e.g per attached make the supplier and subject columns wider and project contract and totals narrower Or make the columns width...

Tim Smith over 1 year ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

15 VOTE

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 over 1 year ago in Notifications / Submittals / UI User Interface Enhancements 3 Future consideration

3 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 3 months ago in ITB (Invitation to Bid) / UI User Interface Enhancements 0 Future consideration

1 VOTE

Drawings - Link to SCM record

Add CPR to the drop down feature list for Link to SCM record on a drawing

Sue Parker about 1 month ago in Drawings / UI User Interface Enhancements 1 Planned

8 VOTE

Drop Downs Need Parameters

When entering a sub invoice after selecting the subcontractor the menu does not limit the available job cost codes to the one that are only for that vendor. It has all available. This causes major accuracy issues when all job cost codes even outsi...

Guest 10 months ago in Job Cost Codes / Subcontract Invoices / UI User Interface Enhancements 0 Future consideration

4 VOTE

Color Code

Give the ability to Color code the Lead Chart

Guest 5 months ago in Lead Directory / UI User Interface Enhancements 1 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 4 months ago in Settings / UI User Interface Enhancements 2 Future consideration

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