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UI User Interface Enhancements

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RFI report with all attachments

For an RFI, I would like to have the function of having all attachments and linked correspondence to be included with I run the report to print off. As of right now I have to run the report and then download attachments separately and combine them...
Patrick Wolf 20 days ago in RFI / UI User Interface Enhancements 1 Future consideration

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 4 months ago in Submittals / UI User Interface Enhancements / UI User Interface Navigation 2 Future consideration

Freeze Pane

When entering items into an estimate the top row should be frozen so if you are adding a lot then you can still see where M L S and O are.
Guest 26 days ago in UI User Interface Enhancements / UI User Interface Navigation 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 2 months ago in Companies / Contacts / Custom definable Fields / UI User Interface Enhancements 0 Future consideration

Favorites links on Home Page

When opening the Sage phone app AND the web browser, the user assigned favorites should be front and center. It's inconvenient that favorites are 4 layers deep inside a project.
Chad Shaules 28 days ago in Favorites / UI User Interface Enhancements 0 Future consideration

Scheduling auto-save

Please add an auto-save feature in the scheduling module.
Guest 2 months ago in Scheduling / UI User Interface Enhancements 0 Future consideration

Time Expense & Misc .Expense Log View - add columns for Sub Total and Sale Tax

We track the Sales tax and the total would be nice to see the columns.
Guest 2 months ago in Misc. Expenses / UI User Interface Enhancements 1 Future consideration

Add Companies to Project from Company Profile Page

You should be able to select a company in the contact management page and manage the projects they are on. To have to go through each individual project they are on and add them to each one is tedious and inefficient.
Guest 19 days ago in Companies / Contacts / Project Directory / UI User Interface Enhancements 0 Future consideration

Color option in PO's

It would help our estimators immensely as we have upwards of 40+ jobs going simultaneously and a color option is an easy identifier for us.
Guest 20 days ago in Purchase Orders / UI User Interface Enhancements 2 Future consideration

Drop Downs Need Parameters

When entering a sub invoice after selecting the subcontractor the menu does not limit the available job cost codes to the one that are only for that vendor. It has all available. This causes major accuracy issues when all job cost codes even outsi...
Guest 5 months ago in Job Cost Codes / Subcontract Invoices / UI User Interface Enhancements 0 Future consideration