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User Interface

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

System default Tax codes

Could system default tax codes be added rather than relying on users remembering to set default JCC tax rates. In New Zealand and Australia primarily using Xero and QBO tax rates are needed to sync to the financial package and when this gets misse...
Tim Smith over 1 year ago in Prime Contracts / Tax / UI User Interface Enhancements 2 Future consideration

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 10 months ago in Journals / New Product Integration / UI User Interface Enhancements 2 Future consideration

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 about 1 year ago in OCR / UI User Interface Enhancements 0 Future consideration

prime invoice status bar color change

Change color of status bar once prime invoice has been paid to show percentage paid
Guest 7 months ago in Prime Invoices / UI User Interface Enhancements 0 Future consideration

New company property to disable insurance tracking

This would be applicable to customers and material suppliers.
Norman Wendl about 1 year ago in Companies / Compliance / UI User Interface Enhancements 0 Future consideration

Add photos under subheadings

Instead of adding photos to the bottom of the page, the photo option should be available under each category (workforce, equipment, visitors, weather notes, etc.). This way, when you print a PDF of the daily log, you can see the photos that go alo...
DeAnna Brockway 4 months ago in Daily Log (Daily Report) / Photos / UI User Interface Enhancements 2 Future consideration

Login

During log in attempts, it will indicate the password is incorrect when the username is incorrect. Is there a way to differentiate between incorrect password and incorrect username?
Micah Will 4 months ago in UI User Interface Enhancements / User Properties 0 Future consideration

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

Allow for editing of variables from items tab in estimate

In the "items" tab of the estimating module, it would be desirable to view and edit assembly variables via an "edit all" button.
Carl Lyles 11 months ago in Estimating Items / UI User Interface Enhancements / Work Assemblies 0 Future consideration