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User Interface

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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 4 months ago in Checklists / UI User Interface Enhancements 0 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 about 1 year ago in Purchase Orders / UI User Interface Navigation 1 Future consideration

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

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 9 months ago in UI User Interface Enhancements / User Properties / User Security Roles 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 9 months ago in Locations / UI User Interface Navigation 0 Future consideration

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

Add Companies to Project from Company Profile Page

You should be able to select a company in the contact management page and manage the projects they are on. To have to go through each individual project they are on and add them to each one is tedious and inefficient.
Guest about 2 months ago in Companies / Contacts / Project Directory / UI User Interface Enhancements 0 Future consideration

Color option in PO's

It would help our estimators immensely as we have upwards of 40+ jobs going simultaneously and a color option is an easy identifier for us.
Guest about 2 months ago in Purchase Orders / UI User Interface Enhancements 3 Future consideration

Add ability to customize Teamlink views

This is a big one. Right now, the teamlink view for external parties is a bit messy in my opinion. For example, when sending an RFI the request is collapsed by default so someone needs to expand it to view the request. It would also be nice to be ...
Dario Tomic over 1 year ago in Teamlink Portal (General) / UI User Interface Enhancements 0 Future consideration

Export RFI PDF with linked files (photos, plan sketches, etc)

We add linked photos with mark-ups to an RFI in Sage. It would be helpful if Sage could export the RFI document itself along with the linked files as one document. Some project partners don't want to have a Sage login, and it takes multiple steps ...
Marc Macialek 8 months ago in Document Viewer / Photos / RFI / UI User Interface Enhancements 7 Future consideration