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User Interface

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Excel Imports to allow XLSX File Format

Allowing .xlsx file formats would greatly improve a user's capability within Excel when formatting files for import into the application. For example, there are new formulas like XLOOKUP and array formulas that could be used. Power Query Editor co...
Jason King 10 months ago in Other / UI User Interface Enhancements 0 Future consideration

NZ/AUS need option to 'Schedule out' payment claims from subcontractors

In NZ/AUS we need the ability to adjust subcontractor payment claims (under subcontractor invoices) with comments as to why their claim was adjusted. There needs to be a comment field per line item, and a bookmark that references this in the mail ...
James Arrowsmith 10 months ago in Journals / Subcontract Invoices / UI User Interface Enhancements 1 Future consideration

Remove "CLOSE' Pop Up Window From All Applications

Remove the "close" pop up window from all applications as it doesn't provide any benefit. It only gives you the option to close the window and not do anything else. It serves not purpose, is not consistent across applications, is time consuming, a...
Isaura Clark 5 months ago in UI User Interface Navigation 0 Future consideration

Make the "Project Estimated Start and Finish Date" Required When Editing Lead Info

The Project Estimated Start and Finish Date fields are very important for giving end users a sense of direction regarding a lead. Within the current environment, this field isn't required, leading to potentially misleading or absent information do...
Guest 6 months ago in Feature Settings / Leads (Active or Intactive) / Projects (Active and Inactive) / UI User Interface Enhancements 0 Future consideration

Expand Webhook Triggers

It would be really nice if there were more webhook triggers added to the developer space. Right now, we only have Company, Contact, Lead and Projects being created triggering webhooks. It would be nice to have this added to other parts of Sage CM ...
Dario Tomic 6 months ago in UI User Interface Enhancements 0 Future consideration

Global Dashboard

Global dashboard for Project manager, owner, and etc.
Guest 9 months ago in BI Summary Dashboards / UI User Interface Enhancements 0 Future consideration

AutoSave when working with Estimate Scope

It would be very helpful to have the Scope tab autosave in estimating, or at the very least, ask the user if they want to save when they navigate away from the page
Audrey Peebles 10 months ago in Estimate Cost Codes (WBS) / UI User Interface Enhancements 0 Future consideration

Cost plus without GMP Contract has Cost Summary Breakdown

The cost plus with GMP has a nice simple breakdown of cost budgets by resource. Hoping same thing could be added to cost plus without GMP
Tim Smith 10 months ago in Cost Plus Without GMP / Prime Contracts / UI User Interface Enhancements 4 Future consideration

Add column to PO list that shows PO Balance

Having a PO Balance option would quickly allow user to see what is left to spend without doing the math since currently you can only see PO amount and Billed amount.
Guest 7 months ago in Purchase Orders / UI User Interface Enhancements 0 Future consideration

New Getting Started Tab on Home View that includes important links to Settings areas and functions

This could mimic the Getting Started Implementation Guide. See link below. https://help.sagecm.intacct.com/Content/GettingStarted/ResourceCenter_GettingStarted.htm
Norman Wendl 3 months ago in UI User Interface Enhancements 0 Future consideration