User Interface

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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 4 months ago in Submittals / UI User Interface Navigation 0 Future consideration

6 VOTE

Rename Feature within SCM

Be able to rename a work order to something else, for example my Masonry client receives Purchase Orders from the County which are really Work Orders. The client would like to rename work order to purchase order to not have confusion for their team.

Ariel Johannes 8 months ago in Feature Settings / UI User Interface Enhancements 1 Future consideration

3 VOTE

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 4 months ago in Client Contract Admin / UI User Interface Enhancements 0 Future consideration

4 VOTE

Recycle Bin for deleted items

Would be nice for us to be able to recover an accidentally deleted item such as estimate, subcontract, timesheet etc.

Aimee Boehm 6 months ago in Document Viewer / Drawings / Linked Files (Projects) / Photos / User Interface 2 Future consideration

3 VOTE

Using Keyboard Arrow to View Photos

It would be nice to be able to scroll through photos using the keyboard arrow keys instead of having to click "next" or "previous".

Genevieve E 4 months ago in Photos / UI User Interface Navigation 0 Future consideration

4 VOTE

External User Audit Log

Create a log similar to the existing Audit log, but to track external users. Primary intent would be to see which external users have successfully got setup and accessed TeamLink Portal. Much more efficient way to know which contacts would need fo...

Logan Strouse 6 months ago in TeamLink Portal / UI User Interface Enhancements 0 Future consideration

7 VOTE

Add column for linked files and executed/not executed indicator when viewing list of PO's

Add a column for linked files and a column for executed when viewing the list of PO's. This would also require an additional field be added in the PO itself to track executed.

Meredeth Dotson 11 months ago in Purchase Orders / UI User Interface Enhancements 0 Future consideration

8 VOTE

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

2 VOTE

Option to email all responsible contacts on the checklist

Client would like to be able to email all the responsible contacts attached to the checklist; similar to the "email resources" function works on the gantt chart in scheduling.

Patrick Sheppard 3 months ago in Checklists / UI User Interface Enhancements 0 Future consideration

1 VOTE

Add a comments or notes column to the estimating items screen.

Adding a comments column to the item screen, that is editable an visible on the items tab, would allow a user to input comments for each item on the list for special instructions or clarifications. This is not the same as a comments tab for the wh...

Ben Walters about 2 months ago in Estimating Items / UI User Interface Enhancements 3 Already exists

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