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User Interface

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The ability to resize sections on some of the summary screens

For example, on the project home screen, if we could resize the open items, and see a better snapshot of whats going on without scrolling.
Guest 3 months ago in UI User Interface Enhancements 1 Future consideration

Multi Schedule view has Prime Schedules list under Job Side Bar instead of Columns

Having Prime start and finish dates list under the Project side bar, to populate in the Gantt Multi Project Schedule view, would be much more beneficial for comparison use than the current columns to the right. You do not get the visual of the sch...
Guest about 2 months ago in Schedules (Gantt Chart) / UI User Interface Navigation 3 Already exists

RFI report with all attachments

For an RFI, I would like to have the function of having all attachments and linked correspondence to be included with I run the report to print off. As of right now I have to run the report and then download attachments separately and combine them...
Patrick Wolf 3 months ago in RFI / UI User Interface Enhancements 1 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 5 months ago in Contacts / Prime Invoices / UI User Interface Enhancements 2 Future consideration

Copy Bill with attachment to PO

It would be very helpful that when you hit "Copy Bill" that it attaches to the same PO and cost codes so that the bill can be a copy of the previous bill.
Megan Zwart about 2 months ago in Purchase Orders / UI User Interface Enhancements / UI User Interface Navigation / Vendor Bills 2 Needs review

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 3 months 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 5 months ago in Submittals / UI User Interface Navigation 0 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 4 months ago in Favorites / UI User Interface Enhancements 0 Future consideration

Delete multiple contacts/companies at the same time

Add the functionality to be able to delete multiple contacts/companies at the same time. Also maybe want to have this feature be controlled by security.
Jack Speshock about 1 year ago in Contacts / UI User Interface Enhancements 0 Future consideration

System setting to default "Enable Locations" on estiamtes

The current default for "enable locations" is unchecked when creating estimates. For businesses that will consistently utilize the "Enable locations" feature, it would be desirable to have a company setting that would allow for "enable locations" ...
Carl Lyles 11 months ago in Locations / UI User Interface Navigation 0 Future consideration