UI User Interface Enhancements

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Attachment Preview

We are moving our AP approval process from Paperless to SCM. Our PMs have expressed the one feature they miss is being able to see the invoice image pop up automatically when approving invoices. If there were some type of attachment preview they c...

Rachel Betts 10 days ago in UI User Interface Enhancements / Vendor Bills 0 Future consideration

4 VOTE

Allow Linked Files to be added as attachments to emails

Instead of clients having to add files that were already uploaded into the system as attachments to the email manually, can there be a check box functionality that allows the system to add already linked files as attachments to emails at the discr...

Guest 14 days ago in New Email Features & Email Browsing / UI User Interface Enhancements 0 Future consideration

1 VOTE

Make 'Bid Contact' great again (A filter, not just a data tag)

In Contact Management, we have the option for each contact to select whether or not that person is a 'Bid Contact'. In my mind, this is the 'Person who we contact regarding their bid,' or 'the person we send ITBs to'. However, I don't see any way ...

Will Benhardt 7 days ago in Contacts / ITB (Invitation to Bid) / UI User Interface Enhancements 1 Future consideration

2 VOTE

Ability to reorder columns in List Views

As Intacct allows, can SCM have the Columns on list views able to be moved around for reordering by users so they can see data in the best way for their review.

Guest 14 days ago in UI User Interface Enhancements / UI User Interface Navigation 0 Future consideration

16 VOTE

Need a Percentage Paid Column for Subcontracts

On either the Subcontract tool or the Subcontract Status Summary tool we need a column to show total percentage paid

Guest 4 months ago in Subcontracts / UI User Interface Enhancements 3 Future consideration

22 VOTE

Allow mobile app to work offline

We build houses in areas that have poor cellular signal and no Wi-Fi. Being able to work on an offline version of a project and have changes sync to the project once an internet connection is re-established would be helpful.

Guest 6 months ago in Mobile - Android / Sage CM Mobile / UI User Interface Enhancements 0 Future consideration

17 VOTE

Update submittals in bulk in the UI

I brought this up before but just want to emphasize this one as a quality of life feature. With the submittal import not accepting respondents and due dates to be mass imported, I've spent way too much time adding due dates to each submittal. Plea...

Matthew Carlisle 5 months ago in Submittals / UI User Interface Enhancements 0 Future consideration

17 VOTE

Add Description to Daily Log Photos

Add a description next to the photo that is uploaded so the reviewer knows the area or what the picture is showing

RJ Delagarza 7 months ago in Daily Log (Daily Report) / Mobile - Android / Mobile - Apple / UI User Interface Enhancements 3 Future consideration

1 VOTE

Add sent from filter to list views

Add columns for sent from and sent date to list views, have it populate from teh emails sections of transactions. This way clients can filter their list views by which items have been emailed out of the system.

Guest 14 days ago in UI User Interface Enhancements 1 Future consideration

1 VOTE

Subcontractor Change Order Cost Codes

When creating a subcontractor change order, it would be nice when selecting a cost that the cost codes that are associated with their contract would list on top and then give the option for the rest of the cost codes below that.

Megan Zwart 15 days ago in Job Cost Codes / SCO / UI User Interface Enhancements 0 Future consideration

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