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User Interface

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Add Team Open Items Module in Leads

Add the following Module and reporting to Leads: Team Open Items
Guest about 1 month ago in Alerts and Calendars / Leads (Active or Intactive) / UI User Interface Enhancements 0 Future consideration

"Jump To" feature on all Module Homepages, Feature Landing Pages, Record Entry Screen, Transaction Entry Screen.

It seems like the "Jump To" feature should show on all Module Homepages, Feature Landing Pages, Record Entry Screen, Transaction Entry Screen.
David Holler 11 months ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

Remove "CLOSE' Pop Up Window From All Applications

Remove the "close" pop up window from all applications as it doesn't provide any benefit. It only gives you the option to close the window and not do anything else. It serves not purpose, is not consistent across applications, is time consuming, a...
Isaura Clark 3 months ago in UI User Interface Navigation 0 Future consideration

System default Tax codes

Could system default tax codes be added rather than relying on users remembering to set default JCC tax rates. In New Zealand and Australia primarily using Xero and QBO tax rates are needed to sync to the financial package and when this gets misse...
Tim Smith 8 months ago in Prime Contracts / Tax / UI User Interface Enhancements 2 Future consideration

Punch list item view - images

Please add a feature where we can see the attached images for the punch list items in the punch list item view. Currently, you need too many clicks to see the image (s) related to the punch list item.
Guest about 2 months ago in Punchlist / UI User Interface Enhancements 2 Future consideration

Emailing Purchase Orders to our employees

Currently you can email a purchase order to a vendor. What is lacking is the ability to be able to email the approved purchase order to our Superintendents so that they can either pick up goods or order the materials etc.
Guest 10 months ago in Email Templates (includes custom template) / Emailing and Email Templates / Purchase Orders / UI User Interface Enhancements 1 Future consideration

Mass Loading for Checklists on multi Prime Contracts?

We have several clients with many Prime Contracts under a Project and they use the same checklists for all Primes. If we could have the ability to check off multiple Primes to add checklists to, that would be super helpful.
Guest about 2 months ago in Checklists / UI User Interface Enhancements 0 Future consideration

Add addition Column options to Modules

In Particular Expiration Dates on Permits List, but in many modules there are informational items that would be super helpful to have column options on.
Guest about 2 months ago in Permits / UI User Interface Enhancements 0 Future consideration

Procurement OCR

Could you add an invoice view screen when someone is converting an invoice? I currently have to open up another tab to look at the image of the invoice. It would be nice if it already did that while converting.
Guest 5 months ago in OCR / UI User Interface Enhancements 0 Future consideration

Make the "Project Estimated Start and Finish Date" Required When Editing Lead Info

The Project Estimated Start and Finish Date fields are very important for giving end users a sense of direction regarding a lead. Within the current environment, this field isn't required, leading to potentially misleading or absent information do...
Guest 4 months ago in Feature Settings / Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration