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User Interface

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Auto Fill Timecards

When Manually entering timecards. Should Not have employee name auto populate from the last entry. If you do not remember to go up and check the name then it puts hours to the wrong employee which you can't change easily. It should be a * blank fi...
Guest about 1 month ago in Labor Timecards / UI User Interface Enhancements 0 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 9 months ago in Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements / User Security Roles 0 Future consideration

Freeze Pane

When entering items into an estimate the top row should be frozen so if you are adding a lot then you can still see where M L S and O are.
Guest 2 months ago in UI User Interface Enhancements / 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 7 months ago in Companies / Contact Management / UI User Interface Enhancements 1 Future consideration

Favorites links on Home Page

When opening the Sage phone app AND the web browser, the user assigned favorites should be front and center. It's inconvenient that favorites are 4 layers deep inside a project.
Chad Shaules 2 months ago in Favorites / UI User Interface Enhancements 0 Future consideration

Ability to remove "Default" from reports dropdown

We need the ability to remove default from the list of reports with we have created a custom report. This is especially important for contracts, we have had contracts created without our legal language because a PM accidentally used your default r...
Kenani Brandon over 1 year ago in Detail Report Templates / UI User Interface Enhancements 2 Future consideration

Ability to view Actual Cost-to-Date Overview on Project Home or Procurement page

It would be very very useful to be able to view ALL costs to date on a project in the same manner one can view the invoiced-to-date, without having to dig through a plethora of complicated reports or analytics that almost work but don't. It is not...
Audrey Peebles 9 months ago in Detail Financial Analytic Reports / Prime Contracts / Projects (Active and Inactive) / UI User Interface Enhancements 4 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 2 months ago in Estimating Items / UI User Interface Navigation 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 4 months ago in Contacts / Prime Invoices / UI User Interface Enhancements 2 Future consideration

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...
Dario Tomic over 1 year ago in Companies / Contacts / Custom definable Fields / Leads (Active or Intactive) / Prime Contracts / Projects (Active and Inactive) / Subcontracts / UI User Interface Enhancements 2 Future consideration