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UI User Interface Enhancements

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Change Insurance Alerts to RED

It would be easier to see that insurance is out of compliance if it was red and in contrast to the rest of the system view.
Tamera Reckks 3 months ago in UI User Interface Enhancements 0 Needs review

CTRL + Clicking a Hyperlink To Open Item In New Window

Being able to open, for example, a submittal package and having it open in a new tab by CTRL + clicking would be very useful for multitasking and organizational purposes. Currently after clicking on a submittal, you can only press the back button ...
Guest 7 months ago in Submittals / UI User Interface Enhancements / UI User Interface Navigation 2 Future consideration

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

Phone Number Formatting

Is there a way we can have phone number auto-formatting? For example, we type 0000000000 and it shows up as (000) 000-0000?
Amanda Amason 5 months ago in Companies / Contacts / Custom definable Fields / UI User Interface Enhancements 0 Future consideration

Add option to add vendors to ITB from Project Directory

If ITB is used outside of the leads module; inside of the Projects module, it will be helpful to be able to add Vendors to the ITB list from the existing Project Directory. ITB might be used after the project is created.
Guest 2 months ago in ITB (Invitation to Bid) / Project Directory / UI User Interface Enhancements 0 Future consideration

DATE FORMAT - USA

We just started using the program and didn't realize this was a foreign software. I'm told by support that the date format cannot be changed to MO-DAY-YEAR, as this is what we use in the USA. We have never received documentation with the format yo...
Sue Rich 2 months ago in Settings / UI User Interface Enhancements 2 Future consideration

Subject Line in ITB Subcontractor Emails

Clicking on a subcontractor on the ITB vendors page shows the vendor's history on the project. At the bottom of the page, it shows the emails sent. We have created a number of email templates to use throughout the bidding process. It would be help...
Marc Macialek about 2 months ago in ITB (Invitation to Bid) / UI User Interface Enhancements 0 Future consideration

PO reference field on quick add bills

See the screenshot below, for data entry it would be great to be able to add the PO reference in the quick add bill feature so when you are adding multiple bills at one time you can just reference the PO on the page similar to WO or CO. instead of...
Guest about 2 months ago in Purchase Orders / UI User Interface Enhancements / Vendor Bills 2 Already exists

Recently Viewed or Recently Opened

I would like to see a tab or button that would allow me to return to a recently worked on page. Every similar system I have ever used has some sort of working history that allows you to jump right back into a page you were recently working on. I o...
Case Downs about 2 months ago in UI User Interface Enhancements / UI User Interface Navigation 1 Future consideration

Color Code

Give the ability to Color code the Lead Chart
Guest 3 months ago in Lead Directory / UI User Interface Enhancements 1 Future consideration