UI User Interface Enhancements

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OCR tool scan lines link to existing PO items

Where this would be useful is if you want the specific detail from the supplier Bill in the Bill info in SageCM but the PO may have been less detailed or even a lump sum figure. Currently if scan a bill using OCR and its for an exiting PO and you ...

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

1 VOTE

Bulk action to change PRIME CONTRACT

We are all humans some times we make mistakes, so in order to correct this mistakes and keep the work flow we need a BULK option to change PRIME CONTRACTS whiting the same project because now we have to do it ONE BY ONE! If we uploaded 1000 wrong ...

Guest 7 months ago in Prime Contracts / UI User Interface Enhancements 1 Future consideration

1 VOTE

Projects - Prime Invoice Screen add fields

Add a columns to show if the invoice has been paid, how much and what date.

Bruce Dutnall 7 months ago in Prime Invoices / UI User Interface Enhancements 1 Future consideration

1 VOTE

Expand/Collapse Side Menu Hold

If I expand the side menu it should stay expanded.

Guest 7 months ago in UI User Interface Enhancements 0 Future consideration

2 VOTE

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 about 1 year ago in UI User Interface Enhancements 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 8 months ago in Correspondence / UI User Interface Enhancements 0 Future consideration

2 VOTE

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 over 1 year ago in Purchase Orders / UI User Interface Enhancements 0 Future consideration

2 VOTE

Center Click or right click links to open in new tab

In the company list, be able to center or right click the company link to open in new tab since you have to reload the company list every time and then scroll back down to find a company. Make all links on site able to be opened in a new tab so yo...

Guest over 1 year ago in UI User Interface Enhancements 0 Future consideration

2 VOTE

Output and display colours from comments fields

See attached where if change the colour of text in comments you can only see it in the edit screen. So when you when you are in view only in SCM or the comment is mapped onto document templates the font colour is black. Seems a bit pointless being...

Tim Smith over 1 year ago in UI User Interface Enhancements 0 Future consideration

2 VOTE

Add due date and able to change due date from Column, als add if it bill/invoice was paid or not.

It would be great if the due date would be an option in the column, as well as the option to edit it without having to open it. Also. having the Paid information as well as an option under column.

Pattricia Pozo over 1 year ago in Subcontract Invoices / UI User Interface Enhancements / Vendor Bills 0 Future consideration

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