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UI User Interface Navigation

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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

Include a hyperlink to the Lead/Project in Checklist Alerts

When using checklists and checklist alerts, the alert includes the lead/project number, but there is no easy way to quickly access the lead/project. Ideally, the lead/project number would be a hyperlink to the respective lead/project (much in the ...
Carl Lyles 11 months ago in Checklists / UI User Interface Navigation 0 Future consideration

Ability to Sort Photos by File Name

Currently you can only sort by Location, Date Taken, and Date Uploaded. Would be helpful to be able to sort by File Name. It displays the file name already, so it should be sortable. This would simplify finding specific photo groups. OR have a sea...
Dawn Parents 11 months ago in Photos / UI User Interface Navigation 1 Future consideration

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

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 12 months ago in Leads (Active or Intactive) / UI User Interface Navigation 0 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 about 1 year ago in UI User Interface Navigation 0 Future consideration

Submittal Edits

It would be very helpful if we can add more line items and edit the current submittal items.
Jessica Carbone 7 months ago in Submittals / UI User Interface Navigation 1 Already exists

Project Name and Number need to be at the top of each and every page, especially when going into the reports. It makes navigating impossible otherwise

With many tabs and reports open, if you look away for a min. you have no idea which project you are even looking at anymore and have to start the process over, or sort through to find your originating tab.
Mike Just 10 months ago in UI User Interface Navigation 0 Future consideration

Organizing favorites

Favorites are not organized, there should be a way to sort them alphabetically.
Guest over 1 year ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration