User Interface

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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 5 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

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 7 months ago in TeamLink Portal / 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

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 5 months ago in Photos / UI User Interface Navigation 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 12 months ago in Purchase Orders / UI User Interface Enhancements 0 Future consideration

7 VOTE

Add a search function for importing cost codes

On out T&M jobs we have to import cost codes from our master list as there is no budget to upload. It would be very helpful to have a search field to help filter down the list of hundreds of cost codes instead of having to scroll through them ...

Kenani Brandon about 1 year ago in Job Cost Codes / UI User Interface Navigation 0 Future consideration

8 VOTE

Purchase Orders Details

It would be helpful it all fields appeared when first creating a PO rather than having to save and then edit to add to the comment field.

Sondra Hall about 1 year ago in Purchase Orders / UI User Interface Navigation 1 Future consideration

8 VOTE

equipment maintenance - repair and service

expand this functionality to address the smaller civil contractor that no one currently services - add more functionality to tracking repairs and maintenance

Ian Broadfoot about 1 year ago in Equipment Items / UI User Interface Enhancements 1 Future consideration

5 VOTE

Non-admin access to the settings modules

Non-admin users should not have access to the Sage SM settings modules, even read-only. I have a user set up with very basic access for daily logs, yet they can see the list of all the Sage CM users, their email addresses, and so on. Non-admin, lo...

Guest 10 months ago in UI User Interface Enhancements / User Properties / User Security Roles 0 Future consideration

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