User Interface

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Have File Repository or Area for Company Files not tied to a Lead or Project

Details: Menu Option: Company Files Folder / Subfolder Structure Permission Attributes Internal Employees Specific Employees All External Companies Show In TeamLink Portal (This would be a new menu option in portal.)

Norman Wendl 7 months ago in Linked Files (Projects) / UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

3 VOTE

Add option for "lead directory" in favorites shortcuts for leads

Ideally there would be an option to add favorite shortcuts for all items in the lead/project menu.

Carl Lyles 8 months ago in Leads (Active or Intactive) / UI User Interface Navigation 0 Future consideration

1 VOTE

Internal Notes to All Modules

As teams grow, divisions grow and we are working remotely, it is helpful to be able to leave internal notes at every step of the way. Having an Internal Notes section in every module would allow improved communication.

Victoria Edenfield Hurd 3 months ago in Correspondence / UI User Interface Enhancements 0 Future consideration

3 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 8 months ago in UI User Interface Enhancements / User Properties / User Security Roles 0 Future consideration

6 VOTE

Allow customization of the module names

Allow module names to be changed to fit the nomenclature a particular company or industry uses. For example, the companies we work with refer to change proposal requests (CPRs) as change order requests (CORs).

Emily Sutton over 1 year ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

3 VOTE

Add a messaging application for internal project use

Instead of having to use external messaging applications (imessage, WhatsApp, Slack, etc) have an internal messaging app so the communication stays within the system and can be referenced in future if required.

Guest 8 months ago in Journals / New Product Integration / UI User Interface Enhancements 1 Future consideration

2 VOTE

Project Name and location on Workflow approvals

When reviewing a subcontract workflow, I really need the name of the project and location on the screen so I can verify that we have everything set up correctly for that state. I am currently having to pull up another screen to search the project ...

Guest 5 months ago in Contracts and Procurement Workflow / UI User Interface Enhancements 0 Future consideration

6 VOTE

Emailing Purchase Orders to our employees

Currently you can email a purchase order to a vendor. What is lacking is the ability to be able to email the approved purchase order to our Superintendents so that they can either pick up goods or order the materials etc.

Guest over 1 year ago in Email Templates (includes custom template) / Emailing and Email Templates / Purchase Orders / UI User Interface Enhancements 1 Future consideration

4 VOTE

Procurement OCR

Could you add an invoice view screen when someone is converting an invoice? I currently have to open up another tab to look at the image of the invoice. It would be nice if it already did that while converting.

Guest 11 months ago in OCR / UI User Interface Enhancements 0 Future consideration

2 VOTE

Add a PO Reference Column in the Bill List feature

Can we add a PO reference Column to the Bill List area of the system?

Guest 6 months ago in Purchase Orders / UI User Interface Enhancements / Vendor Bills 1 Future consideration

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