User Interface

Showing 159

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

1 VOTE

Simplify the navigation

For instance, why is there not an option on a CPR to convert to a CO, same thing with PO's to Invoices etc. Also, just the overall navigation, from many customers, is that there are so many clicks. Suggestion would be to rearrange the layout. Crea...

Guest 29 days ago in UI User Interface Navigation / User Interface 0 Future consideration

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

4 VOTE

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 4 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

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

5 VOTE

Color Code

Give the ability to Color code the Lead Chart

Guest 6 months ago in Lead Directory / UI User Interface Enhancements 1 Future consideration

1 VOTE

View ITB Statuses

It would be useful to see which companies are being referred to in the different status sections of the ITB. For instance, under "Vendor Invitation Status" you can see in the graph what percentage of the invitations were emailed and not emailed bu...

Isaura Clark about 1 month ago in ITB (Invitation to Bid) / UI User Interface Enhancements 4 Future consideration

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

Please enter your email address

FILTER BY CATEGORY