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User Interface

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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

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 5 months ago in User Interface 0 Future consideration

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

Ability to add new client contact when creating Prime Invoice

When creating a prime invoice it would be helpful to add a new client contact, instead of having to go back to the prime contract or to contact management
Gaylene Underwood 2 months ago in Contacts / Prime Invoices / UI User Interface Enhancements 2 Future consideration

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 about 1 year ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Submittal - Edit and change Respondence after created.

When in submittals there is a editable field under 'Respondence' but its useless when it comes to editing the contact or changing email addresses or in my case I forgot to add the contact/email address now I don't have a chance to change it withou...
Jessica Carbone 2 months ago in Submittals / UI User Interface Navigation 0 Future consideration

For AP transactions can we make a way for only Vendor Companies to populate in the drop down of transactions being entered

I have a few clients who have Company's in SCM that are both Vendor's and Customers and in the drop down the same name appears for both so they are sometimes populating the Customer company into the AP transactions that they are adding instead of ...
Guest 5 months ago in Companies / Contact Management / UI User Interface Enhancements 1 Future consideration

Filter leads/projects list by "Sales Contact", "PM Contact", and "Bid Contact"

Salesmen, PMs, and Operations/Admins should be able to more easily find/identify leads and projects through filtering. "Sticky Filters" or views would be a related improvement so that filters must not be re-applied each time a salesman or PM enter...
Carl Lyles 8 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements / User Security Roles 0 Future consideration

Adding Project Name To All Modules

Attached screenshot shows an area for improvement, adding the project name to all screens next to project #. Going in and out of modules and various office interruptions, sometimes if you forget which project you are in, you have to save where you...
Victoria Edenfield Hurd 3 months ago in Client Contract Admin / 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 11 months ago in Notifications / Submittals / UI User Interface Enhancements 3 Future consideration