Sage Construction Management Ideas Portal
ADD A NEW IDEA

User Interface

Showing 163 of 863

Mass Delete Vendors from ITB

Consider the ability to delete multiple vendors from ITB at once in lieu of . Similar to "Choose Bulk Actions" button in Estimating.
Michael Miller about 2 months ago in ITB (Invitation to Bid) / UI User Interface Enhancements 0 Future consideration

DATE FORMAT - USA

We just started using the program and didn't realize this was a foreign software. I'm told by support that the date format cannot be changed to MO-DAY-YEAR, as this is what we use in the USA. We have never received documentation with the format yo...
Sue Rich 5 months ago in Settings / UI User Interface Enhancements 3 Future consideration

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 about 2 months ago in UI User Interface Navigation / User Interface 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 over 1 year ago in Contacts / UI User Interface Enhancements 0 Future consideration

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 about 1 year ago in UI User Interface Enhancements / User Properties / User Security Roles 1 Future consideration

Scheduling auto-save

Please add an auto-save feature in the scheduling module.
Guest 8 months ago in Scheduling / UI User Interface Enhancements 0 Future consideration

DRAWINGS-Add field for hyperlinks

User would like to be able to insert a hyperlink into a field that can be used to store drawings in outside cloud storage, so drawings within this storage location would benefit from features within that outside storage including opening drawings ...
Chris Donatelli almost 2 years ago in Drawings / UI User Interface Enhancements 1 Planned

Time Expense & Misc .Expense Log View - add columns for Sub Total and Sale Tax

We track the Sales tax and the total would be nice to see the columns.
Guest 8 months ago in Misc. Expenses / UI User Interface Enhancements 1 Future consideration

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 over 1 year ago in Purchase Orders / UI User Interface Navigation 1 Future consideration

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 over 1 year ago in Job Cost Codes / UI User Interface Navigation 0 Future consideration